Practice · 04
M&A advisory.
A boutique practice focused on transactions of consequence for closely-held companies. We provide a founder perspective with every decision.
Mandate
A sale is a once-in-a-generation event. It deserves more than a process — it deserves a partisan.
We accept a limited number of M&A mandates each year to ensure senior attention on every deal. Our fee structure aligns us with certainty of close and quality of outcome — not merely the transaction itself.
Capabilities
Sell-Side Representation
- —Valuation, positioning, and process design
- —Targeted buyer outreach — strategic and financial
- —Management presentation and data-room oversight
- —LOI negotiation through close
Buy-Side Search
- —Acquisition thesis and target screening
- —Sourced proprietary deal flow
- —Diligence coordination and valuation
- —Financing structure and post-close integration
Strategic Counsel
- —Fairness opinions for boards and trustees
- —Shareholder liquidity and recapitalizations
- —ESOP feasibility and family-transfer structures
- —Joint venture and strategic-partnership review