Precision Driven Buyside M&A Advisory Services

Combining thoughtful research, deep relationships, and decades of experience.

for - private equity
For - fOUNDERS/CEOs

Our Process

We help our clients meet with company owners through a tailored and confidential process. Our work is done in collaboration and with direction by our clients.

SEARCH
OUTREACH

We confidentially engage company owners on behalf of our clients.  We are known for our persistence and will contact companies via email, networking platforms, phone and/or mail.

We work with our clients to define the thesis and the ideal company profile based on business model, geography, size and cultural fit. We build out a thematic overview to help guide our approach.

analyze
connect

We facilitate bringing together our clients with owners & management teams interested in a potential partner. We stay engaged to enable collaboration and, ideally, a successful transaction.

We review companies for alignment with our clients’ thesis and criteria while considering the goals of company owners.