From acquisition and financing through exit, we support middle-market sponsors, family offices, and founders with execution-focused M&A and capital markets advisory.
Strategic Advisory for Every Stage of Growth
Precision and Speed in the Middle Market
We help private equity firms, family offices, and independent sponsors originate, evaluate, and acquire high-quality assets. Our team provides market mapping, target outreach, financial modeling, and valuation work that aligns with your underwriting standards and return profile.
Where systems, data, or cybersecurity can influence underwriting, we integrate operator-led technology diligence to quantify technical debt and integration risk alongside traditional commercial and financial analysis.
Maximizing Value at Exit
We guide founders and sponsors through the full sell-side process, from exit readiness and positioning through buyer outreach and negotiation. We develop focused CIMs, run competitive processes, and manage diligence to protect management attention and maintain business performance.
For software and tech-enabled assets, we also help articulate the “tech equity story” — scalability, data and AI readiness, and cybersecurity posture to support premium exit multiples and withstand buyer scrutiny.
Raising Capital to Execute the Plan
Whether funding a platform acquisition, a roll-up strategy, or balance sheet recapitalization, we structure and raise the capital needed to execute your investment thesis.
We work across senior debt, unitranche, subordinated capital, and minority equity, optimizing cost of capital and flexibility while aligning new capital providers with your long-term growth strategy and required technology investments.
Technology as a Deal Lever
In many middle-market deals, technology quality directly affects price, integration risk, and future growth. Our Technology Advisory practice bridges the gap between complex tech environments and deal models.
Led by former CTOs, CISOs, and data leaders, we quantify technical debt as financial debt, assess AI readiness, and evaluate cybersecurity and compliance posture. Where we identify material issues or opportunities, we provide actionable inputs to valuation, CapEx planning, and 100-day roadmaps — and can support execution during the holding period.
Explore Our Technology Advisory Practice
