Services
Idea, counsel, close.
Three mandates. One principal. Built for owners who would rather run a process than survive an accident.
Sell-side
Recast earnings, write the thesis, protect confidentiality, sequence buyers, and stay in the room through diligence. The product is a funded close at a number that survives a closing statement — not a listing impression count.
Buy-side
Thesis, filters, quiet outreach, and the discipline to pass. For operators, independent sponsors, and families hunting a first or second platform — not a firehose of teasers.
Valuation
Recast EBITDA and SDE a lender can trace. Additive risk, working capital, and structure — so you do not fall in love with a hallway multiple.
Advisory
The BIZ loop: idea, consulting, delivery. Readiness calendars, CIM drafts, and counsel for owners who are twelve months out and refuse to improvise.
Questions owners actually ask
- Do you list my company on public business-for-sale sites?
- Not as a first move. Public listing is a tactic for some assets. Closely held companies usually need a confidential process: blind teaser, NDA, CIM, then named conversations.
- What size companies do you work with?
- Main Street and lower-middle-market closely held companies where a named independent broker still changes the outcome. If the file is outside our coverage, we say so.
- Are you a dual agent?
- Mandates are written. Dual agency, co-brokerage, and fee math are disclosed before engagement. You will not discover the structure in a closing binder.
- Do you lend or value for court?
- We are a brokerage and advisory desk, not a lender and not a litigation appraisal shop. Valuation work here is transaction-oriented: what a funded buyer can defend.