M&A Advisory Services

Expert guidance through the entire acquisition lifecycle—from strategy through integration.

Acquisitions Done Right

Whether you're an independent sponsor looking to close your first deal, a PE-backed platform executing a roll-up strategy, or a founder ready to exit—we've been in your shoes.

Our M&A advisory practice combines transaction experience with operational know-how. We don't just paper deals; we help you buy businesses that actually work post-close.

Discuss Your Deal
  • Buy-side and sell-side transaction support
  • Target identification and outreach
  • Financial modeling and valuation
  • LOI drafting and negotiation
  • Due diligence management
  • Deal structuring (earnouts, seller notes, WC pegs)
  • Counsel and advisor coordination
  • Integration planning and handoff

Our M&A Process

A disciplined approach that protects your downside while capturing opportunity.

Strategy & Targeting

We define your acquisition criteria, build target lists, and develop outreach campaigns. For sellers, we position the business and identify qualified buyers.

Analysis & Valuation

We build detailed financial models, assess quality of earnings, identify red flags, and develop defensible valuations that support your negotiating position.

Structuring & Negotiation

From LOI through definitive docs, we help you structure deals that protect your interests—earnouts, escrows, working capital mechanisms, reps and warranties.

Close & Integration

We coordinate the closing process, manage funds flow, and help you plan Day 1 integration so you hit the ground running.

Who We Work With

Our M&A practice serves buyers, sellers, and advisors across the lower middle market.

  • Independent sponsors and search fund operators
  • PE-backed platform companies executing add-ons
  • Family businesses preparing for succession or sale
  • Founders seeking strategic exits
  • Corporate development teams needing deal support

M&A Deal Partner: $5,000/month

Full-service transaction support plus success fee on close. We're aligned with your outcome.

  • Unlimited deal-related requests
  • Success fee structured on close
  • 30-day money-back guarantee
Get Started

Have a Deal in the Works?

Let's talk about how we can help you get it across the finish line.

Book Your Strategy Call →