We are a boutique M&A, business valuation and advisory practice.
We value function over form. That means you're more likely to see us in blue jeans with our sleeves rolled up than in blue suits and ties.
We have assisted clients with due diligence, purchase / sale transactions, ownership transition, business turnarounds, capital raises and value creation efforts. We have also appeared before the court as expert witnesses and our work product has been used to assist with various circumstances involving litigation.
We help owners of privately held companies measure, grow and harvest business value through our business valuation, business purchase-sale transaction assistance and value architecture (advisory) services.
We believe that assessing mutual fit before beginning any relationship is critically important and matching with clients who have compatible attributes increases the chance of mutual success.
When considering potential clients, we are industry agnostic but do consider business size. Our typical client business generates between 1 and 50 million dollars in annual revenue. For sell-side transaction assistance, we require potential clients to have a minimum anticipated transaction value of 1 million dollars.
Our criteria for taking on client relationships extend beyond business size and capacity to pay fees. We also look for a fit around engagement alignment with our expertise and areas of focus, client intent and commitment to the process, timelines and time sensitivity, expectations and communication style, and, of course, ethical alignment.
We look forward to working together and recommend that you familiarize yourself with our client user manuals and other resources.
