Our Services
Expert guidance for every transaction.
We deliver comprehensive investment banking solutions from strategic M&A advisory to capital raises with senior-led expertise and personalized attention at every stage of your transaction.
Explore what we do best
Focused advisory across M&A, capital markets, and strategic counsel for technology companies.
Mergers & Acquisitions Advisory
We advise founders, families, and boards on strategic transactions: sell-side, buy-side, and mergers. Our process is designed to surface the right counterparties, run competitive tension where it matters, and protect what you've built. We have closed transactions with Google, eBay, Zynga, SolarWinds, Paychex, Wix, and other leading global strategics.
Capital Raise Advisory
For companies raising institutional capital, we provide end-to-end advisory from positioning and materials through investor outreach, term negotiation, and close. We have advised on growth equity, venture, and private capital raises across software, AI infrastructure, and technology-enabled services.
Strategic Advisory
For founders and operators navigating complex decisions that don't fit neatly into a transaction process (board-level strategic reviews, dual-path planning, founder liquidity, or pre-process positioning), we provide objective, senior-level counsel.
Simple steps for lasting impact
From assessment to close, we follow a proven framework that ensures clarity, precision, and growth.
Assessment & Preparation
We evaluate your situation, objectives, and market positioning to develop a tailored strategy.
Strategy & Positioning
We position your company competitively and prepare materials that attract the right counterparties.
Execution & Negotiation
We manage outreach, run competitive tension, and negotiate terms that maximize value.
Close & Beyond
Close is a milestone, not the finish line. We stay engaged through transition and beyond.
Frequently
asked questions
Common questions about our services, process, and how we work with clients through every stage of a transaction.
Ask a questionWe advise on a range of transactions including sell-side and buy-side M&A, minority and majority recapitalizations, equity and debt capital raises, and strategic advisory mandates. Our focus is on mid-market and growth companies where senior-level engagement and deep buyer or investor insight create meaningful execution advantages.
Most sell-side M&A processes run four to six months from launch to close, though complexity, market conditions, and deal structure can influence timing. Capital raises are often shorter, typically three to five months. We begin pre-process preparation well before launch so timing reflects strategic intent, not reaction.
Valuation is driven by the intersection of financial performance, growth trajectory, competitive dynamics, and buyer or investor appetite. We build a thesis-led positioning strategy for every engagement that frames your business in the context buyers and investors find most compelling — going beyond trailing EBITDA to capture strategic and forward-looking value.
We start with positioning and materials, then run a controlled outreach process to a curated set of qualified buyers or investors. We manage all counterparty communication, support management presentations, facilitate diligence, and lead negotiation through signed definitive agreements and close. Every step is managed by senior bankers, not passed down.
Our fee structures are transaction-based and aligned with outcomes. We typically charge a modest retainer during the engagement and a success fee at close. We are happy to discuss our fee approach in detail during an introductory conversation once we understand the nature and scale of your transaction.
Yes. Strategic readiness is one of the most impactful things an advisor can provide. We regularly engage clients in pre-transaction advisory work — strengthening financial narratives, resolving structural issues, and clarifying strategic alternatives — so that when the time comes, they are positioned to move quickly and confidently.