Optimize the Value of Your Business
We apply decades of experience and insights to help business owners and executives manage concentrated equity positions and navigate large and complex transactions including recapitalizations, exits, and IPOs. We help unlock value through mergers & acquisitions, succession planning, risk management, tax and other capital market strategies and advisory services.
Navigating the M&A Process
Many entrepreneurs reach a point when it is time to sell their privately held businesses. It could be due to a lack of a qualified successor, a disruptive technology impacting their business, industry consolidation, or simply market conditions creating an opportunity for a sale at a premium valuation.
We leverage our extensive experience to simplify the process and help structure the right deal. We also leverage our trusted network of experts to align the right advisory team – including investment banker, M&A attorney and accountant – to make sure the transaction goes smoothly with minimal disruption to the underlying business.
We then manage the advisory team so our clients can focus on what they do best – managing the underlying business and making sure it flourishes during the marketing period.
As entrepreneurs who have built and sold businesses, we are here to make life easier by leveraging our extensive insights and expertise to help you create favorable outcomes.
Build the right advisor team for each deal (bankers, tax, legal)
Match clients with the best sell-side investment bankers
Properly structure the transaction from a tax and planning standpoint
Simplify and manage the entire process to successfully close the deal