Near-miss deals, closed.
We help advisors turn misfit transactions into closable mergers, carve-outs, and subscale combinations — advisor-safe, operator-led, built for speed.
Who We Help
CPAs
Spot financial stress and deal triggers early.
CFOs
Bridge capital gaps and guide operational shifts.
Attorneys
Navigate carve-outs and complex obligations.
Bankers
Offer a safe path when credit doesn’t fit.
Types of Deals We Handle
We focus on the misfit and overlooked transactions others pass on — mergers, carve-outs, and subscale combinations. Our role is to simplify complexity, provide advisor-safe options, and deliver clear outcomes for all parties involved.
The Three Doors
Acquire & Merge
Strategic buyers for subscale or misfit targets — mergers, carve-outs, bolt-ons, and rollups.
Operate for Value
Interim ownership to stabilize, preserve, or restructure when a direct buyer isn’t ready.
Advise / Originate
Conflict-safe fit check and off-market options for advisors and their clients.