Comprehensive transaction support backed by real operational experience. We provide the expertise needed to navigate complex M&A transactions with confidence.
Comprehensive valuation analysis for operationally complex businesses. We understand inventory turns, labor efficiency, equipment utilization, and the operational metrics that drive value beyond EBITDA.
Our valuations go deeper than financial statements. We evaluate service absorption rates, parts margin trends, customer concentration risk, and OEM relationship strength—factors that significantly impact value but often get overlooked.
Typical engagement: 2-3 weeks
Success-based fee structure
Complete transaction management from positioning through closing. We know what strategic and financial buyers look for in operational businesses and how to position your company for maximum value.
Having been on the operational side, we understand which improvements actually move the needle on valuation. We help you optimize operations pre-sale, identify the right buyer universe, and negotiate from a position of strength.
Acquisition support including target identification, operational due diligence, and integration planning. Our operations background means we identify synergies and risks others miss.
We look beyond the numbers to evaluate operational fit, integration complexity, and real synergy potential. Our experience scaling operations means we understand what it actually takes to successfully integrate an acquisition.
Project or success fee basis
We structure our engagements to align with your objectives and timeline
Fixed-fee valuations and defined-scope projects with clear deliverables and timelines
Transaction advisory with fees tied to successful closing and value achieved
Ongoing advisory for companies planning future transactions or strategic initiatives