Our approach - the foundation

We speak your language.

Because we've built, scaled and exited companies ourselves, we sell your company the way you built it - not just the spreadsheet.

Our services

Where we create value

A trusted intermediary between buyers and sellers - focused on enterprise values of $10M–$50M.

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Sell-Side

Our proven process maximizes market value and exposes your company to multiple qualified buyers, driving real competition.

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Buy-Side

Tell us your acquisition criteria. We use our deep industry contacts and comprehensive seller database to source opportunities that match.

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Exit Preparation

You can only sell once. We assess your organization, resolve issues and sharpen your appeal for the best outcome.

Proprietary products

Tools that raise the odds of closing - and the price

Beyond financial accuracy (Quality of Earnings), these address the other two risks that derail deals.

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Proof of Customer by Proven

The customer-side analog to a Quality of Earnings report. Diligence checks numbers; we check the customers behind them.

Independent 3rd-party interviewsRuns pre-LOIVoice-of-customer to buyers
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AI Audits 360° AI validation

Independent assessment that positions the company's AI strategy and readiness with buyers.

Tech, models & data assetsData moats & defensibilityBoard-ready reports
Our process

From readiness to close

Phase I - Prepare & build value

✓Align growth & exit objectives with market conditions
✓Fill gaps and lift financial performance pre-sale
✓Open our network for sales, partnership, and talent
✓Shape capitalization strategy
✓Apply automation & AI to drive enterprise value

Phase II - When ready, execute

1Deploy Proof of Customer & AI Audits to inform materials
2Build the Confidential Memo (CIM) and financials
3Craft buyer-specific strategic rationale & models
4Market through our networks
5Run a competitive process across multiple buyers
6Sign LOI, then negotiate and close definitive docs