Experienced. Established. Practical. Proven. Your deal is not just like any other deal.

To some extent, a deal is a deal…. You are always going to need to analyze company goals, research the industry, assess operations and finances, develop a credible valuation, market the company in a competitive process, perform due diligence, negotiate price and terms.

But, when it is your deal, you want to know that you have the right team in place and that you are working with people who are experienced, resourceful, trustworthy and who will always have your goals in mind while driving the process to achieve most value on your terms.

Mergers & Acquisitions

We help clients evaluate, prepare, manage, and complete transactions, such as:

  • Selling a company, its shares, its assets or technologies
  • Acquiring another company, its shares, assets, IP
  • Licensing technologies, joint ventures
  • Divesting Assets
  • Recapitalizations

Consulting

We can also provide consulting services to:

  • Develop and assist in implementing a longer term exit strategy
  • Position your company for sale or merger
  • Navigate family and other legacy issues
  • Provide valuations for buy/sell, estate and similar purposes

A SHORT LIST OF INDUSTRIES WE REPRESENT:


Manufacturing, Engineering, Medical technology/life science, Professional Services, Software/technology, Education/EdTEch, and Consumer Products