Light3 exists because middle-market companies should have access to the same caliber of advice that large-cap firms take for granted. Our partners combine institutional experience with proprietary market intelligence to run better processes and close better deals. With principals in North America and Europe, we operate across time zones and borders.
Every client works directly with a senior partner from first meeting through close.
Serial entrepreneur turned M&A advisor. Built and exited 16 ventures across technology and consumer sectors.
At Light3, he leads deal origination and execution for middle-market founders and sponsors.
25+ years on Wall Street, 250+ deals, and $3B in capital advisory across top firms including Bear Stearns and PaineWebber.
At Light3, he leads M&A and capital advisory engagements for founders and sponsors across the middle market.
Deployed $31B across venture, growth, private equity, and public markets over a 30-year career.
At Light3, he guides M&A and capital advisory engagements, bringing a buy-side perspective that helps clients position for the strongest terms.
Specialist in cross-border M&A, valuation, and strategic modeling across Europe and the Americas.
At Light3, he supports all deal phases from sourcing and diligence to integration.
10 years advising on corporate, M&A, banking, and finance matters across multiple jurisdictions.
At Light3, he advises on legal structuring across financings, restructurings, and cross-border transactions.
Three principles sit at the core of every engagement we run.
The best price comes when a buyer sees upside no one else can replicate. Our intelligence platform identifies where that synergy exists before the process begins, so we know exactly which counterparties will pay a premium and why.
Without competitive tension, value stays theoretical. We run structured processes that put multiple qualified parties at the table simultaneously. Interest becomes binding offers. Offers become real prices.
Even the best deal can collapse if execution falters. We stay on the details from initial outreach through closing conditions, because that is where most transactions lose value or fall apart entirely.
From first conversation to close, every step is deliberate.
The Light3 Intelligence Engine maps buyer synergies, investor appetite, and market capacity in real time. We identify the right counterparties before the first call is made. That means fewer dead-end conversations, faster timelines, and better terms.
Senior principals run your deal. No handoffs to junior staff, no layers between you and the people making decisions. The partner you meet on day one is the same partner at the closing table.
We control the timeline, manage information flow, and sequence counterparty interactions deliberately. Good outcomes are not accidents. They are the product of a process that leaves very little to chance.
Materials, negotiation strategy, closing mechanics. Each step is specific to your transaction. We measure success by one thing: the terms you sign at close.
If you are considering a transaction or would like to learn more about our advisory capabilities, we welcome the conversation.
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