M&A support with your interests at the center.

Buy-side

• Target analysis. Financial statement quality review, earnings normalization, working-capital and debt analysis — what the business actually earns, not what the teaser says.
• Deal modeling. Purchase price scenarios, financing structures, returns analysis, and the covenant headroom you’ll live with afterward.
• Financing the acquisition. This is where our lending background compounds: acquisition debt packaged and placed by someone who used to approve it.
• Diligence management. Request lists, data-room review, findings memos, and the discipline to walk away when the numbers say walk.

Sell-side

• Pre-diligence. Your own numbers examined the way the buyer’s team will examine them — findings fixed before they become price reductions. (Ideally this starts as exit preparation.)
• Quality-of-earnings support. Schedules, add-back documentation, and revenue analyses assembled to withstand a professional QoE review.
• Process support. Data-room management, buyer question handling, and working-capital peg negotiation support alongside your broker and counsel.

How we charge

M&A support is typically project-based or folds into an existing retainer. For the right long-term partnership, we’ll consider equity participation. We are not a broker-dealer and do not sell securities; we provide financial advisory and consulting services alongside your licensed transaction professionals.

Frequently asked questions

Do you replace a quality-of-earnings firm?

No — a buyer’s lender may require an independent QoE. We prepare you for it (sell-side) or interpret it (buy-side), and we make sure its findings don’t surprise you.

How early should we involve you in an acquisition?

Before the LOI. Structure and price get locked early; analysis after the fact can only confirm or regret them.