M&A advisory purpose built for middle market
transactions

Our team uses their extensive enterprise experience to tailor analysis, recommendations, and execution to the more modest needs of the middle market.

Taking it to the next level...

You bought a company with a lot of potential- now it's time to capture beyond what the founder has.  We help our clients tech-enable their acquisition rapidly, accurately, and economically to align with their investment thesis.  We start looking for pieces of the puzzle at due diligence and move through a 100-day plan to deliver.  We drive the technology-iteration of your target.

Our "sweet spot" engagements...

These transaction profiles resonate with where most of our work takes place.  However, due to our vast network of trusted partners and resources servicing M&A, we can often scale up or down to meet the needs of the specific engagement.  Our ability to rapidly add on resources for larger projects or reduce scope to meet fee-sensitive engagements is a capability we can offer our clients.
Annual Revenue

20-250mm

# of Employees

20-500

Transaction Types

Buyout

Carve-out

Platform/Add-ons

Merger Integration

Industries

Business Services

Manufacturing

Technology

Retail

Our Services...

Most of our work fits into these categories, but we are fantastic listeners and would like to hear about your exact issue.  

BUY SIDE

IT Due Diligence

Product/Tech Due Diligence

Carve-Out Planning

Integration Planning

HOLD PERIOD

Add-On Integrations

IT Cost Analysis

IT Staff Analysis

Cybersecurity Assessment

TRANSACTION EXECUTION

Separation Management

Integration Management

Tech Enablement

100 Day Plans

SELL SIDE

Sell Side Due Diligence

Dataroom Preparation

IT Leadership Preparation

 
Contact Us

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