QoE and accounting diligence for sponsors, private equity, family offices and strategic investors.
Deal work: Acquisition, divestiture and carve-out diligenceIndustry focus: Consumer products and services · Healthcare · Industrials and manufacturing · Transportation and logistics · Software and technologyIndependent sponsor focus: Published practice experience
Middle-market M&A and ownership transition adviser with experience in founder-owned and ESOP-owned businesses.
Deal work: Buy-side and sell-side M&A, ownership transitions and acquisition financingIndustry focus: Business services · Industrials and manufacturing
Financial diligence for independent sponsors, search buyers and business owners.
Deal work: Buy-side and sell-side financial diligenceIndustry focus: Construction and building productsIndependent sponsor focus: Published practice experience
Buy-side investment banking for independent sponsors and entrepreneurial acquirers pursuing lower middle market companies.
Deal work: Acquisition sourcing, diligence coordination, negotiation and capital sourcing for targets with $1M to $5M EBITDAIndustry focus: Business services · Industrials and manufacturing · Software and technology · Transportation and logisticsIndependent sponsor focus: Published deal example
Junior debt and equity for lower middle market acquisitions and buyouts.
Deal work: Capital provider; flexible debt and equity, rather than a financing placement adviser.Industry focus: Confirm your industry with the firmIndependent sponsor focus: Published practice experience
Buy-side and sell-side diligence, with quality of earnings, working capital analysis and deal structuring support.
Deal work: QoE & net working capitalIndustry focus: Business services · Healthcare · Industrials and manufacturing · Consumer products and services · Software and technology