We Serve These Clients

Let us help make your M&A deals successful.

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Private Equity Firms - We provide due diligence assistance and serve as the Operating Partner's "Go-To M&A Resource" in onboarding platform companies and integrating their add-ons.  Providing a disciplined leadership structure, experienced M&A personnel, checklists, tools, and templates is especially critical so that the Operating Partner can focus on growth, efficiencies and overall corporate management.    > Learn More

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PE Portfolio Companies As with any acquisition, add-ons pose their own challenges. Increased portfolio complexity, personnel integration, as well as portfolio strategy selection and execution, are common challenge areas encountered by PE firms. We work with the PE operating partners and the management of portfolio companies, on an as-needed basis to make the transaction successful.   > Learn More

Family Offices Similar to PE Firms, Family Offices may pursue add-on acquisitions for their portfolio companies. Often, the management of the portfolio companies is ill-equipped to manage a full-blown post-merger integration effort.  This is where our services are able to ease the transition and help make the deal successful.   > Learn More

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Public Companies -  Although similar to private companies, a unique issue for public companies is that their Board of Directors is accountable to their shareholders for the success of their M&A deals.  Too often, due to the failure of M&A activity, Boards are faced with shareholder litigation.  By retaining our services to assist in the merger integration, the Boards may be afforded a certain level of protection against litigation by their having taken fiscally prudent proactive steps to assure success.   > Learn More

Private CompaniesToday's private companies are lean. There's no such thing as extra personnel just waiting to work on a merger integration project. Yet this "hot" project won't wait. We work with the Integration Team during the initial integration project phase in small, highly experienced groups and stay involved on a part-time basis for coordination meetings, steering committee meetings or work stream updates.   > Learn More

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Accounting / Consulting Firms - Accounting Firms are uniquely positioned as trusted advisors for their Private Equity and Corporate clients.  We have entered into Subcontract/Referral Agreements with several national accounting / consulting firms to provide our team of senior-level M&A professionals as staffing resources to assist them in serving their existing and potential clients.     > Learn More

Banking - M&A integration for Community and Regional banks is undergoing increased scrutiny relative to regulatory risk and compliance requirements. Banks operating in today’s economy must have the ability to quickly adapt to changes in demographics and customer demands for services. > Learn More

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Investment Bankers - Get more client listings by recommending us to assist owners/CEOs in preparing the business for sale, using our M&A Value Optimizer™ methodology and integrating the business into the buyer's organization using our Project:100 Days™ integration approach. Our professionals serve as independent, expert advisors for support in preparing a business for sale and merger integration. The business owner/CEO is able to complement their deep understanding of the business with independent, objective experts skilled in the functional area including operations, finance, technology, and marketing. > Learn More

Sellers - We assist owners/CEOs in preparing the business for sale, using our M&A Value Optimizer™ methodology of initial assessment, value creation, and risk mitigation. Our professionals serve as independent, expert advisors for support in preparing a business for sale. The business owner/CEO is able to complement their deep understanding of the business with independent, objective experts skilled in the functional area including operations, finance, technology, and marketing.  > Learn More

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