The M&A Process

We champion founder-led businesses at every step—from deciding if it’s the right time to sell and hiring the right advisor, to positioning your company for sale, creating maximum leverage, and navigating due diligence—so you can approach M&A with confidence, clarity, and control.

01Deciding to Sell

Deciding whether to stay the course, sell or raise funding is one of the most difficult decisions a founder must make.

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02Hiring a Banker

You've built a valuable business through years of dedication—now it's time to ensure you do this right.

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05Navigating Due Diligence

Due diligence is the pivotal moment when buyers put your company under the microscope. It is infinitely more painful if you are unprepared and, if done poorly, it can lead to the finish line being moved or disappearing completely.

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Get in touch

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