M&A Advisory Services
Comprehensive M&A advisory for the lower middle market. We bring investment banking discipline to transactions that deserve professional representation.
Sell-Side Advisory
Full-service representation for business owners seeking to sell. We manage the entire process from preparation through closing.
- Financial preparation and normalization
- Confidential Information Memorandum
- Targeted buyer outreach
- Offer negotiation and deal structuring
- Due diligence coordination
- Closing support
Market Valuations
Independent valuation analysis to help you understand what your business is worth in the current market.
- Comparable transaction analysis
- Financial normalization
- Industry multiple assessment
- Value driver identification
- Written valuation report
Internal Buyouts
Advisory for management buyouts, employee ownership transitions, and internal succession planning.
- Deal structure design
- Valuation support
- Financing coordination
- Negotiation facilitation
- Documentation support
Mineral Sales
Specialized advisory for mineral and royalty interest sales, bringing investment banking discipline to the mineral market.
- Asset evaluation and packaging
- Buyer identification
- Competitive auction process
- Title and due diligence support
- Transaction management
Our Approach
We're not a listing service. We run structured, confidential processes designed to maximize value for our clients. Every engagement is tailored to the specific situation, but our commitment to quality, transparency, and client service remains constant.
Not Sure Which Service You Need?
Schedule a confidential conversation. We'll help you understand your options and determine the best path forward.