Overview

Our Value Add and Mission

We enable positive transformative change by leveraging our deep experience gained as actual business operators. We are familiar with managing and scaling a company, while in parallel, identifying and acquiring businesses in order to fill product and revenue gaps. 

Who We Are

Our team has extensive experience in building for scale, generating deal flow, executing contracts, buying companies, selling companies and successfully integrating acquired assets. We have Equity and Debt experience and have contributed to over $200M in transactions.

How We Work With Partners

Operational demands of running a business can distract from strategic planning for scale, execution and deal sourcing. We solve these and other business challenges by delivering proprietary solutions, services and analysis. We create value on a retained or opportunistic basis. Sample client deliverables include; business restructure and optimization, revenue growth and retention, deal negotiations and acquisition procurement.

Mergers & Acquisitions

In select situations, we represent financial firms and companies seeking Buy-Side Merger and Acquisition leads. In such engagements, we source opportunities and make introductions between buyers and sellers. For sellers, we aim to present exit solutions to the retirement-ready business owner or the owner of a fast-growing business in need of liquidity, growth capital, management or board guidance.