Mergers & Acquisitions

We provide customized buy-side searches and sell-side representation. Our process indentifies candidate firms not on the market yet who need to be acquired or want to merge into your firm and we find the right home for practices that need to exit or merge upward. 

Custom M&A Searches

Buy-side. We help firms find practices to acquire or merge into them. We facilitate the initial meetings between your firm and a candidate, negotiate and construct the deal, and identify risks and opportunities in each potential firm. 

Sell Side. Do you need to sell or merge into a larger firm to plug into the investments they have in place in people, technology, and services? We can discretely find the right partner. 

Deal Consulting & PE

Deal Consulting. We can consult on any transaction, whether we identified the candidate firm or not. Our team can review or write an LOI, provide cash flow analysis, suggest deal terms, calculate equity equalization and provide deal opportunity and risk assessments. 

Private Equity. Let us walk you though the pros and cons of PE. We consult on the critical piece of calculating an adjusted EBITDA, the multiple to expect, and hidden PE terms and needs that impact the value and deal structure. If needed, we will bring a PE partner to you.  

Succession Assessments

Testing. Our process tests if internal succession is possible. We use a structured survey and interview process to lead the process. The result is a “go-no-go” evaluation. If a succession is possible, we provide the foundation to create your unique succession plan. 

Prefer to Talk In Person?

Initial conversation about your firm and what you are trying to accomplish. We look forward to connecting with you shortly!