About Us
We guide business owners and management through the fast-paced, global M&A market for private companies.

The Team
We are adept at navigating complex negotiations involving multiple stakeholders including sellers, buyers, management, lenders, attorneys, and tax advisors. From our own business experience, we also understand the challenges of private company leadership.
Approach
We believe attractive investment opportunities are found in smaller companies, where innovation flourishes and attention is paid to traditional business values. Presented in a proper manner to the right buyers, exceptional values can be achieved.
We analyze businesses for their valuable characteristics, seeking out scalable or leverageable elements that make it attractive for growth-oriented investors. We move past the financial statements and focus on the market, customers, and business model, and develop metrics that support a compelling investment thesis. It is our view that each opportunity is unique, and our customized approach achieves superior results.
GETTING BEYOND THE USUAL SUSPECTS
Superior results are achieved when we reach out to buyers beyond the usual suspects. We find and qualify buyers by focusing on common themes such business model characteristics or markets served. We have extensive contacts with private equity firms, family offices, and domestic and foreign companies seeking to buy private companies.
HANDS-ON ATTENTION FROM SENIOR PEOPLE
We have no junior people. And we stay "hands-on" all the way to closing, so that our client can depend on the same senior person throughout the project. We limit ourselves to a small number of projects at any one time to insure each client receives our personal attention.
CRITERIA
Our principal criteria is whether the business has unique characteristics that will make it attractive in the international M&A market. Most of our projects have values from $20 million to $50 million, in the past year we have sold companies ranging from $5 million to $150 million in value.
Transactions
- Data
- Technology
- Technology-enabled Business Services
- Financial Services
- Marketing Services
- Medical Products
- Healthcare
- Specialty Manufacturing
- Specialty Distribution
- Public and private corporations (North America, Asia, and Europe)
- Private Equity Firms (North America and Europe)
- Portfolio Companies of Private Equity Firms
- Independent Sponsors (Principally North America)
- Family Offices