Independent advice for owners selling a company and for buyers pursuing an acquisition, with senior attention at every stage.
For most owners, selling a company happens once. It is often the largest financial event of their lives, and it shapes what happens to their employees, customers, and community. It deserves more than a quick valuation and a list of names.
The price a buyer pays is largely decided before the first offer arrives. It reflects how well the business is prepared, how clearly its strengths are presented, how many credible buyers are competing, and how carefully the terms are negotiated. We give each of those our full attention.
We begin by understanding what you want from the outcome: the price you need, the timing that suits you, the role you hope to play afterward, and what matters to you about the buyer. Those priorities shape every decision that follows, from which buyers we approach to how we structure the deal.
For buyers, the discipline runs in the other direction. We help define what to buy and why, search beyond the businesses already for sale, and negotiate terms that protect value after closing.
Privately held companies, their owners, and the buyers who want to acquire them.
You built the company and want to sell it well, to a buyer who will look after what you have created.
You are weighing a sale against passing the business on, and want an objective view of both.
You want to grow by acquisition and need a partner to find, assess, and negotiate the right deal.
Each engagement is shaped around the client’s goals and led by a senior advisor from start to finish.
A full sale run as a structured, competitive process. We prepare the business, identify the strategic and financial buyers most likely to value it, and manage every conversation so that price and terms are tested against real alternatives.
Suited to: owners ready to exit who want the strongest result and a clean handover.
Selling a minority or majority stake to an investor while you keep a meaningful share and a role in the business. It can turn years of built-up value into cash today while leaving room for a second, larger payout later.
Suited to: owners who want liquidity and a growth partner but are not ready to step away.
For companies and investors pursuing an acquisition. We define the criteria, search beyond businesses that are openly for sale, make the first approach discreetly, and negotiate value and structure through to signing.
Suited to: strategic buyers and sponsors who want a disciplined, well-sourced acquisition.
Helping a leadership team buy the company it runs. We value the business fairly, arrange the debt and equity needed, and structure terms that work for both the departing owner and the new owners.
Suited to: owners who want to reward their team, and teams ready to take ownership.
Moving ownership to the next generation in a way that is fair to everyone involved. We bring an outside view on value, financing options such as seller notes, and governance that keeps the family and the business aligned.
Suited to: family companies planning a transition over several years.
Selling a division, product line, or subsidiary while protecting the business that remains. We plan the separation of people, systems, and contracts so that the sale does not disrupt day-to-day operations.
Suited to: companies refocusing on their core or raising cash from a non-core unit.
A typical sale takes six to nine months. These are the stages, what happens in each, and what we will need from you.
We study the financials, customers, team, and market, and give you an honest view of value and readiness. Together we decide whether to proceed now, prepare first, or consider another route.
From you: time with us to explain the business and your goals, plus three years of financial statements.
We build the financial model, write the confidential information memorandum, organize the data room, and identify the buyers to approach, each with a reason they should care.
From you: access to records, and a few key managers briefed under confidentiality.
Buyers are contacted with a summary that does not name the company. Those who sign confidentiality agreements receive full materials, meet management, and submit first offers.
From you: presenting the business at management meetings, which we help you prepare for.
We compare offers on price, structure, and conditions, push the strongest buyers to improve, and negotiate a letter of intent that protects you through diligence.
From you: decisions on the trade-offs that matter most to you.
The buyer verifies everything. We run the data room, answer questions, coordinate with your attorney and accountant, and keep the deal on schedule through signing and closing.
From you: prompt answers and steady attention while the business keeps performing.
The standards we hold ourselves to on every engagement.
A senior advisor leads your engagement and attends every important meeting.
A clear report on progress and buyer interest at each milestone.
We will tell you if waiting, preparing, or a different route would serve you better.
Most of what we earn depends on the transaction closing.
When the business is performing well, the market for companies like yours is active, and you are personally ready. Those three rarely line up by chance, which is why we encourage owners to start planning a year or two ahead.
Value depends on earnings, growth, customer mix, the strength of the team, and how particular buyers see the company. We give you a realistic range early and explain what would move it up or down.
Buyers first receive a summary without the company's name. Only those who sign a confidentiality agreement see details, and sensitive information is released in stages. Inside the company, we help you decide who needs to know and when.
Usually a mix of competitors, larger companies in adjacent markets, private equity firms, and family offices. Each values different things, and a good process lets them compete with one another.
Often for a transition period, and sometimes longer if you keep a stake. The length and terms are negotiated as part of the deal, and we make sure they are clear before you sign.
Part of the price paid later if the business meets agreed targets. It can bridge a gap between what you want and what a buyer will pay up front, but it adds risk, so the targets and protections need careful drafting.
Typically a modest monthly or upfront retainer and a success fee paid at closing. Most of our compensation depends on completing the transaction, and every term is set out in a written engagement letter.
Tidy the financial reporting, reduce reliance on any single customer or person, put key contracts in writing, and talk with your tax advisor. Each step adds value whether you sell in two years or ten.
Write to us about your company and what you are considering. A senior member of our team reads every message, and nothing you share leaves our firm. There is no fee and no commitment to talk.