Equity & Ownership
Unique skills, a collaborative approach and focused support for all types of business ownership transition.
Investor Support And M&A
We mitigate investment risk, optimize operations, and ensure the expected ROI is delivered
– Mergers & business integrations
– Risk identification, assessment & mitigation
– ROI realization
– Deep-dive operational due diligence
– On-the-ground executive and management support
– Acquisition & investment opportunity identification
We work alongside Business Owners and their Advisors to ensure their goals are realized, whether they wish to maximize the potential sale value, generate investor or buyer interest or simply to ensure a smooth transition to the next generation of ownership.
– Sale value optimization
– MBO facilitation
– Family & ownership succession planning