Everything a private transaction requires, under one engagement.
The level of service found at much larger investment banks — scaled to companies with $2M–$100M in revenues.
Scope of Services
In-depth business and industry analysis guided by your goals. Our Thirteen Step Process protects confidentiality while identifying hidden assets, qualifying buyers, and maximizing shareholder value — from preparation through the closing table.
Valuations that hold up — for a sale, a partnership change, litigation support and expert testimony, or planning ahead. Built on the BIZCOMPS® heritage with certified credentials (CVA, CMAP), including machinery & equipment appraisals.
We arrange strategic equity and operating partnerships for synergistic growth — matching companies on market compatibility and the alignment of corporate cultures, not just balance sheets.
Buyout design and funding sourced for management takeovers — negotiation and deal structuring that puts the balance sheet to work for the people who already run the business.
A roadmap to optimize synergies, minimize risk, and enhance value in any consolidation: due diligence, compatible cultures, cost reduction, market expansion, and the integration of legal, financial, and organizational structures.
Personalized guidance for executives navigating a merger or acquisition — cultural integration, strategic alignment, and the leadership development that drives post-merger success.
Ready to talk about what your company is worth?