Core Services
Advisory and ancillary services
Our core advisory service provides a full range of benefits that prepare and support you and your business for the M&A process:
Founder/Owner Advocacy
Empowering Founders and Owners to define, retain and protect value in support of their strategic goals and ensure their legacies are preserved.
M&A Advisory and Capabilities Services
Providing strategic advice, due diligence and valuation services.
Deal Readiness and Transaction Advisory
Preparing for and executing transactions efficiently and confidently. Identifying and implementing strategies to retain and protect overall value throughout the transaction.
Integrated Decision Intelligence (IDI)
Developing skills and capabilities to support strategic decision-making and value driven outcomes.
Ancillary services
Our ancillary consulting services eliminate the guesswork and provide significant advantages:
Negotiation and Deal Structure Support
Define, retain and protect value from pre-bid valuation to deal closure.
Post-Merger Integration Planning (PMI)
Ensure smooth integration and realize synergies that impact value.
Corporate Strategy
Identify and build strategies to create a custom roadmap for growth and competitive advantage.
Enterprise Management
Align organizational structures to support strategic goals.
Integrated Partnership Management
Become a “preferred partner” to build a broader portfolio of dynamic partnerships.
Family Office and Estate Planning
Establish wealth management strategy and asset structure to support personal and generational goals.
Your legacy deserves more. Let’s build it together.