Venture investment and capital structuring
We partner with buyers and operators to structure the right financing mix for small business acquisitions and growth.
Buy-side acquisition advisory
We guide entrepreneurs and acquisition searchers through each phase of identifying, evaluating, and securing a business.
Sell-side readiness and valuation support
We help business owners prepare for a successful and defensible sale—maximizing clarity, confidence, and value.
Post-acquisition integration and operational consulting
Once the deal closes, we support owners and operators in stabilizing the business and driving early performance improvements.
Equity and debt participation for qualified opportunities
Capital stack planning and lender coordination
Deal modeling, underwriting insights, and return scenarios
Target search criteria and deal sourcing strategy
Financial review, risk assessment, and red-flag identification
LOI guidance, offer structure input, and transition planning
Operational and financial readiness review
Normalization of earnings and valuation positioning
Documentation preparation and buyer-side expectation planning
First-90-day integration roadmap and execution support
SOP development, team alignment, and organizational clarity
KPI dashboards, reporting structure, and margin improvement strategies
