Prospective Clients

Privately-held business owners / CEO’s / CFO’s

If assessment of inorganic growth opportunities proves to be too infrequent to warrant staffing a full-time M&A department, we provide an opportunity to outsource or supplement your efforts, from strategy and deal sourcing through evaluation to closing. We bring valued insights, senior-level attention and proven advice to help guide your team to a successful outcome.

We recognize the long-term perspective afforded by private ownership and we are similarly willing to invest in relationships in order to fully understand your business objectives. We also appreciate that, without access to outside equity, it is particularly critical that an acquisition investment be successful. Our guidance will reflect a commitment to a strategic, well-diligenced approach of the target and its impact on your balance sheet and your future prospects.

Family Office / Private Equity Investors

We can facilitate your review of branded direct investment opportunities, from early-stage growth ventures to synergistic tuck-ins. With 25 years experience acquiring consumer brands, we understand critical value-levers and risk factors. Our aim is to provide unique insights in the review and diligence of prospective investments, to identify synergistic targets for existing portfolio companies and, where requested, to assist in their governance.