Strategic
Advisory.
Professionalizing the lifecycle of mid-market divestitures and buy-side mandates. We build institutional narratives that survive buyer scrutiny and maximize closing alpha.
Core Disciplines
Systematic execution from CIM engineering to post-close governance.
Narrative Positioning
Crafting institutional-grade CIMs that withstand Tier-1 accounting audits and articulate future-state alpha.
Target Mapping
Global outreach strategy targeting high-conviction strategic acquirers and financial sponsors with specific sector fit.
Bid Management
Coordinating multi-phase bid cycles to maximize competitive tension and optimize structural transaction terms.
Closing Mechanics
Managing the data room, diligence timeline, and signing/closing protocols with surgical precision.
Transaction Profiles
Systematic advisory for mid-market complexity and institutional mandates.
Founder Divestitures
Seeking partial or full liquidity events.
Sponsor Roll-ups
High-velocity buy-side add-on programs.
Corporate Carve-outs
Divesting misaligned industrial or tech assets.
Strategic Alternatives
Solving for distressed or restructured entities.
Global Expansion
Cross-border buy-side execution.
Boardroom Prep
Standard corporate overview and strategic intent summary.
L3Y + TTM P&L, Balance Sheet, and EBITDA bridges.
Quantifiable unit-economics and retention benchmarks.
Org-chart with key dependency and succession narratives.
Desired exit profile, recap goal, or acquisition focus.
Realize the full value of your mandate.
Disciplined stewardship for mid-market transaction execution.
Simple updates on
M&A strategies.
Get clear, practical advice for mid-market business sales and acquisitions.