From complex to closable: our process
Multi-generation family businesses with no succession plan. Profitable companies too small for strategic buyers. Business units that don’t fit their parent’s focus. Rollup opportunities requiring multiple acquisitions and complex coordination. We handle the situations that send everyone else running.
Making impossible deals possible
The deals that send others running typically involve structural problems that standard agreements can’t address. We create frameworks that handle multiple decision-makers with different objectives, operational complexities that require transition planning, and timing issues that demand phased execution. Architecture first, then build the deal around what works.
Enhancement, not replacement
The best advisor relationships get stronger when specialists know their role. We handle complex M&A situations as an extension of your team, never as competition. No broker-dealer complications, no securities solicitation, no attempts to bypass the advisor relationship. Your clients get specialized expertise for impossible deals, and you get enhanced value without relationship risk. Clear boundaries, transparent process, protected relationships.
We step in when others step back
Operational readiness means stepping in when deals demand active management. We don’t just advise – we operate businesses through complex transition periods. Interim leadership for succession challenges, operational management during carve-outs, and hands-on stabilization when strategic situations require more than consulting guidance.
Relationships, not marketing
Complex deals succeed through relationships, not marketing. We leverage strategic connections to create opportunities that don’t exist in traditional markets. Off-market transactions, strategic partnerships, and consolidation opportunities emerge from network relationships rather than buyer searches. Solutions through connections, not campaigns.