M&A Advisory

An honest evaluation of how the business looks to a buyer today; the concentration risks, the margin story, the key-person dependencies, the narrative gaps, and the structural issues that will surface in diligence if not addressed first. 

Building the story a buyer needs to see; the market position, the growth trajectory, the competitive differentiation, and the financial architecture that translates what the founder built into a number a buyer can justify paying. 

Rationalizing and presenting the revenue model in a way that accurately reflects the quality of the business, separating the revenue streams, clarifying the margin by service line, and eliminating the bundling and opacity that cause buyers to underwrite conservatively.  

Guiding founders through the full sell-side process; from positioning and preparation through advisor selection, buyer outreach, diligence management, and negotiation with a senior advisor in the room at every consequential moment. 

Identifying the right acquisition targets, assessing strategic fit, validating the investment thesis through primary market research, and building the business case before a conversation begins so the decision to pursue is made with clarity rather than momentum. 

Building the operational blueprint for what happens after the close; the process alignment, the team integration, the technology consolidation, and the cultural translation that determines whether a transaction produces its intended value or destroys it.

Evaluating the full range of strategic options available to a founder; sale, recapitalization, management buyout, strategic partnership, or continued independence with a clear-eyed assessment of what each path requires and what each one produces.