Sell-Side & Buy-Side M&A Advisory

A different kind of investment bank.

Built by owners and operators. We speak your language.

Helping turn years of sacrifice into strategic value.

Sell-Side & Buy-Side M&A  |  Enterprise Value $10M – $50M

Why we exist

Selling a sub-$50M company is hard - and it's where we win.

◎

The financial-performance trap

Most banks build a book and sell your financials. For companies this size, the numbers alone rarely clear the valuation bar - so deals stall, or close low.

We sell the company - not just the spreadsheet.
  • ◈Build strategic rationale for priority buyers - across tech, ops, sales, finance & talent.
  • ◎Strengthen positioning and modeling for strategic acquirers.
  • ✦Apply creativity to identify buyers and overcome objections.
  • ❝Translate "selling your product" into "selling your company."
  • ⚖If you're not ready, identify the gaps and help you reach readiness.
  • ⛊Deploy proprietary Proof of Customer & AI Audits to de-risk the close.
Our major differentiator

We've been where you are.

We're a team of founders and CEOs who have built, scaled and exited companies - from start-ups through public markets. We sell your company the way you built it, not just the spreadsheet.

2scaled to
unicorn size
5major business
exits (so far)
7xaverage return
on investment

Operating experience

  • ✓Founder & CEO building products end-to-end - start-up to exit.
  • ✓Took companies public; sold to strategic acquirers.
  • ✓Led turnarounds and restructurings - distressed to successful exits.
  • ✓Raised capital and led transactions at all levels.
What sets us apart

Our unique capabilities

⚑

Mission driven

Return on Sacrifice for founders and their investors. You'll feel our passion.

📈

$2B+ transaction history

Over $2 billion in value across 75+ companies - an accomplished track record.

👥

Founder-operators

10 companies founded across verticals; multiple CEO-led exits. We help build and execute your exit plan.

⋔

Network & connectivity

Deep relationships across buyers, strategics and investors - we open doors that move deals.

▣

AI & proprietary products

De-risk the close through our technical and AI depth plus proprietary AI Audits & Proof of Customer.

▤

Financial depth

30+ years as CFO and PE/VC partner - finance, compliance and tax handled.

A bank that sells your company the way you built it.

You'll feel our passion, and our return-on-sacrifice purpose for you, your team, and your investors.

Get in touch