Most Founders Sell a Company Once. We've Have Done Nearly 100 Times over a Collective 75 Years. We Don't Delegate Our Execution to a Junior Team
High Touch Senior Banking Focus Ensures Proven Veteran Execution, We Take A Limited Number of Engagements so Our Senior Bankers Focus on Every Buyer Conversation, Every Negotiation and Every Due Diligence Step
Core Understanding of Key Market Trends and Opportunities that Help Maximize Deal Value.
Proven and Well-Honed M&A Deal Negotiation leads to Optimal Outcomes for Our Clients
We Typically Work WithBootstrapped or Founder-Owned Tech Businesses That Are Generating $8mm-$75mm+ in Revenues That Are Looking To Explore Full or Partial Exits
Custom Diverse Universe of Strategic and Private Equity Buyers
Well Positioned Outreach and Deal Rational Tailored to Senior Level Contacts at Each Buyer
Deep Business and Financial Diligence Preparation that Proactively Anticipates Core Deal Issues and Topics
Veteran Deal Making Skills to Create Highly Competitive Processes
Proven and Well-Honed M&A and Financing Skills
Great Senior Level Focus Leads to High Quality of Service for Our Clients
We Conduct An Extensive Due Diligence Business Review of Your Business and Develop the Core Marketing Materials and Detailed Financials Models for the Transaction
We Prepare a Highly Curated Buyer or Investor List Based on our Knowledge of the Optimal Strategic and Private Equity Buyers. We Contact the Right Senior Contact at Each Buyer, Setup and Participate in Buyer and Investor Meetings and Follow Up with Them to Address Core Business DD Issues
We Lead all Negotiations Including Final Valuation, Business and Legal Terms and Coordinate Closing Final Due Diligence with Buyers and Investors
2019
2019
2020
2019
2020
2011
2017
2019
