Mergers & Acquisitions

Turning equity into liquidity.

You spent a career building it. When it's time to sell or recapitalize, we make sure you capture everything it's worth — discreetly, on your terms, and without disrupting the business while the deal gets done.

100+

Years Combined Experience

250+

Team Transactions

$5–100M

Enterprise Value

6 Months

Preparation to Close

Our M&A Process

Structured, time-sensitive, and built around your outcome.

A specific, confidential process focused on your desired result — typically six months from preparation to close. Owners worry about employees learning of a potential sale; ours is designed so your information stays in the strictest confidence throughout.

Phase 1

Preparation

Month 1

Sell-side due diligence
Preliminary market valuation
Review preliminary buyer list
Executive summary & CIM

Phase 2

Contacting Buyers

Months 2–3

Contact buyers, distribute summary
Execute NDAs
Secure online data room

Phase 3

LOI & Negotiations

Months 3–4

Evaluate initial bids / IOIs
Management presentations
Buyer diligence & data room
Prep management, IOI→LOI

Phase 4

Diligence to Close

Months 5–6

Evaluate final LOIs
Negotiate lead parties
Confirmatory diligence
Definitive agreement & close

Universe of Buyers · Paths to Liquidity

We don't ask you to choose a buyer type up front. We run one competitive process that puts every path in the room at once — creating the tension that maximizes both value and fit.

Strategic

Strategic Sale

A competitor or adjacent acquirer paying for synergy and market position.

Financial

Private Equity — Platform

A fund makes your company its new anchor investment.

Financial

Private Equity — Add-On

Join an existing platform; often a second bite at the apple.

Management

Management Buyout

Your team takes the reins, frequently backed by a financial partner.

Structure

Recapitalization

Sell a majority or minority stake — take chips off the table, keep running it.

Legacy

ESOP / Generational

For owners prioritizing employees and family continuity.

Track Record

250+ closings. Built one deal at a time.

Experience matters when every decision can affect millions of dollars. We've spent decades helping founders navigate complex transactions, attract the right buyers, maximize value, and close with confidence.