Confidential M&A Advisory • FINRA Registered
Trusted M&A Advisors
Independent Investment Banking for Market Leaders
Our Approach
Disciplined, senior-led process from strategy to close
01. Discover & Align
Deep dive on objectives, constraints, and market positioning to define success.
- Stakeholder alignment
- Value drivers & risks
02. Prepare & Position
Curate materials, and narrative to command premium outcomes.
- Investor-grade materials
- Data room & KPIs
03. Execute & Negotiate
Senior-led process, competitive tension, and terms optimization from LOI to close.
- Global outreach
- Term sheet optimization
04. Close & Support
Confirm diligence, finalize docs, and support integration and communications.
- Confirmatory diligence
- Transition planning
Advisory Services
Independent guidance with institutional execution
Restructuring
Balance sheet advisory, recapitalizations, and special situations for continuity.
- Creditor negotiations
- Liquidity planning
- Stakeholder alignment
M&A Advisory
Buy-side and sell-side mandates, carve-outs, and roll-ups across core sectors.
- Strategic positioning
- Global buyer access
- Diligence orchestration
Capital Raising
Private placements, growth equity, and debt solutions from institutional investors.
- Broad LP & lender network
- Term sheet optimization
- Syndication & closing
Selected Transactions
Representative mandates across our core sectors
AlphaSoft acquired by GlobalTech
Enterprise software — confidential terms.
- $240M EV
- Global buyer process
NorthRiver acquires BetaHealth
Healthcare services — confidential terms.
- Competitive auction
- Synergy-led value creation
GammaCorp equity from Horizon
Industrial technology — minority investment.
- $120M primary
- Syndicated with strategic co-invest
What Clients Say
Trusted partners across sectors and cycles
They navigated a complex sell-side flawlessly, maximizing value under tight timelines.
Deep sector expertise and senior attention throughout the process.
Exceptional execution and thoughtful strategic guidance from start to finish.
Let’s discuss your mandate
Confidential, senior-level conversation within 1 business day
Start a conversation
Whether you’re exploring a sale, acquisition, capital raise, or special situation, we’ll partner with you from strategy to close.
- Senior banker engagement from day one
- Confidential review of objectives & constraints
- Actionable next steps within two weeks
