M&A Advisory
Sellside advisory is focused on key phases of the mergers and acquisition process to include intense preparation, buyer targeting, company positioning and timeline management. Critical is proactively developing relationships with key stakeholders, both strategic and financial, who will significantly influence the case for a transaction
Buyside advisory is focused on understanding the core target(s) being pursued, the market context and competitive landscape and facilitating a negotiation advantage for buyers that delivers an optimal result defined by timely and accurate communication with the target and their advisor(s)
Strategic Advisory
Strategic Advisory is the thoughtful and collaborative assessment of a scale-up company’s core operations to evaluate potential corporate finance transactions that meet the goals of existing investors and management in the near and medium term
Private Capital Advisory
Direct company advisory to support the organic and inorganic financing needs of entrepreneurs and investors, leveraging best practices in investor engagement and structuring expertise for 4(a)2 privately placed equity and debt
Proactive outbound relationship management with growth equity, venture capital, private equity, institutional family office, sovereign wealth and crossover investors
Fund advisory to facilitate secondary limited partner stakes in single or multiple asset vehicles