Our Success Formula

Advising select companies within sectors we know well + actively listening to our clients + rigorous preparation + highly disciplined execution = exceptional outcomes

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Listen

Each client and situation is unique. We carefully listen to our clients’ needs, priorities and transaction objectives. Our advice is candid, and we partner with clients only when we have strong confidence in achieving success together.

Intense Preparation

We are well known for our rigorous analytical approach and exceptional storytelling. By diving deep into our clients’ financials, SaaS and customer metrics, and growth opportunities, we craft compelling narratives while proactively developing risk mitigation strategies.

Deep Relationships

We leverage an extensive network of strategic and PE / VC relationships to generate significant interest in our clients. We go beyond knowing just ‘who’ to understanding ‘why’, putting us in a strong position to maximize terms with the right buyer or investor.

Closing the Deal

We are laser focused on your success throughout every step of the process. We set the right tone with buyers and investors early in discussions emphasizing the importance of transparency and certainty to close as critical factors moving forward throughout the post LOI / Term Sheet phase of a transaction.