Our approach
Six commitments,
executed by partners.
Well-vetted buyer selection
A custom, diverse universe of strategic and private-equity buyers curated for each mandate. No form letters, no mass outreach, a list built on decades of buyer relationships.
Senior-level outreach
Positioned outreach and deal rationale tailored to senior decision-makers at every buyer. Partners open every conversation.
Well-prepared diligence
Deep business and financial diligence that proactively anticipates the core deal issues before buyers can raise them.
Experienced deal making
Veteran deal skills to create highly competitive processes with real optionality, for the founder, not the buyer.
Veteran negotiation
Proven, well-honed M&A and financing negotiation across valuation, structure, earn-outs, and the terms that decide a founder's real outcome.
Senior client care
A partner-led focus that translates into an unmistakably different quality of service, because we take on a limited number of mandates each year.
The process
Three phases. One outcome.
Preparation
We conduct an extensive diligence review of your business and develop the core marketing materials and detailed financial models for the transaction.
Marketing
We prepare a highly curated buyer and investor list, contact the right senior counterparts, and lead meetings that address the core diligence issues.
Close
We lead all negotiations, final valuation, business terms, and legal structure, and coordinate closing diligence with buyers and investors.