Mergers and Acquisitions

We believe every company has a unique story to be told. To maximize value, we must go beyond the numbers, approach the right buyers, and ultimately run a process that turns a nice-to- have for the buyer, into a must-have. Doing so requires experience and creativity. We have decades of experience helping business owners and their families turn an ideal outcome into reality.  We do this by balancing the needs of the business with how each decision will affect the shareholders and their families, post-transaction.



Selling a company is a once-in-a-lifetime event for most business owners. Having built a company over the course of decades or generations, the owner hopes to accomplish the greatest value for all the stakeholders involved.  This process is far from simple and needs to be managed accordingly.  We provide a full range of sell-side advisory services catered to each client’s needs.  Below is a list of the driving principles we bring to each engagement:



  • Provide insight on what increases value such as company positioning, growth strategy, and customer mix
  • Custom design a process which maximizes value and minimizes risk for the client
  • Make sure confidentiality and negotiating leverage is managed throughout every engagement
  • Educate clients on the common pitfalls that can happen during the sale process
  • Listen to clients, bring perspective, and manage expectations from start to finish
  • Provide insight on how each critical decision will affect their personal financial security
  • Be humble, integrate partners as needed to ensure the best outcome for each client and their family.



Acquisitions represent an essential strategy for companies in pursuit of growth. In theory, this can be a quicker path to accomplishing your strategic initiatives as opposed to growing organically.  In practice, identifying the right acquisition target, conducting due diligence, negotiating terms, financing the deal, integrating systems and personnel can be very difficult.  It takes careful preparation and execution.  We provide a full range of buy-side advisory services to help make this process seamless.