Leadership in Middle Market Mergers & Acquisitions

We pair bulge bracket execution with senior led partnership. Every transaction is guided by seasoned judgment, tailored strategy, and a relentless focus on maximizing value at your defining moment.

A Legacy of Proven Execution

Our partners have guided market leading companies through their most important transactions. With experience at the world’s top financial institutions, we bring the judgment and precision required to deliver exceptional outcomes.

Co Space ($244M)

Sell-Side Advisory

Lead advisor on $244M divestiture, managing outreach and negotiations for a media infrastructure operator.

Energy Co. ($100M)

Acquisition & Growth Financing

Orchestrated $100M acquisition and growth capital raise, including tax-credit monetization to fuel expansion.

Data Return Corp. ($82M)

Sell-Side Advisory

Executed $82M divestiture for a data storage provider, coordinating buyer outreach and marketing materials.

An M&A Framework Built on First Principles

Most advisors follow a playbook. We rebuilt ours from the ground up, anchored in first principles of value creation. Our process ensures you find the optimal partner and achieve the best outcome across five core pillars.

First Principles Process

Designed to align buyer motivation with seller goals and create real market tension.

Curated Network

Deep, proprietary relationships with senior decision makers at leading strategic and financial firms.

Global Reach

Systematic and discreet access to the world’s premier M&A platforms and capital networks.

Intelligence Platform

A proprietary engine mapping the global capital landscape in real time, analyzing intent, history, and capacity.

Senior Partner Commitment

No handoffs. Senior partners lead strategy, negotiations, and execution end to end.

Our disciplined approach anticipates challenges, protects confidentiality, and manages momentum, ensuring a seamless, value maximizing process.

A Full Spectrum of M&A Advisory

Sell Side Advisory

Bespoke sale processes for founder led and private equity backed businesses, engineered to maximize value and certainty of close.

Buy Side Advisory

Strategic counsel for acquirers, leveraging industry insight and networks to unlock proprietary opportunities.

Corporate Divestitures

Expertly managed separations that maximize value while minimizing disruption to the parent company.

Cross Border M&A

Decades of experience navigating legal, financial, and cultural complexities to deliver seamless international execution.

Ready to Shape Your Next Defining Moment?

Whether you’re planning ahead or acting on an immediate opportunity, our senior partners guide you every step with clarity, discretion, and precision to ensure the best outcome.

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