From strategic M&A to transaction preparedness, every engagement is run on
the same six-step process. The category changes. The discipline doesn’t.
Whether the goal is a sale, a recapitalization, or a structured separation, the engagement runs on the same playbook: prepare, engage, market, optimize, close.
We do not have a "recap team" and a "sell-side team" who hand off between each other. The senior banker who runs preparation runs negotiation. That is how the firm is built.
Sale to a strategic acquirer who values the company for what it can become inside their portfolio, not just what it is today.
Partner with a private equity firm for the next chapter. Liquidity today while you keep a meaningful seat in the value still to be created.
Expanding the buyer universe beyond your home market because the best buyer isn’t always located in your backyard.
Taking some chips off the table without walking away. Liquidity today, while preserving meaningful ownership and future upside.
Unlocking value through strategic separation, giving a non-core business the freedom to thrive on its own and the core room to focus.
Building conviction before going to market is essential. The best transactions are earned long before ever contacting buyers. It’s the foundation we build each of our engagements on.
A disciplined sequence that protects leverage from the first conversation through the day after close.
Preparation, positioning, and narrative control showcase strategic value while mitigating perceived risk. Buyers pay when the story explains how the next owner generates a return.
Engage strategic acquirers and financial sponsors through our extensive global network to ensure you never miss a party willing to pay a premium.
The only way to know what a company is worth is to run a broad, well-managed market test. Competitive tension drives valuation. Process control is what protects it.
Headline price is only the start. Earnouts, escrows, holdbacks, indemnity, working capital, rollover equity, debt-like items. Proceeds are won and lost in the mechanics.
For founders, a sale is more than a transaction. We negotiate for the number and for what happens the day after close. The right deal isn’t always the highest headline price.
For growth capital engagements: the right capital partner on founder-aligned terms. Governance, board expectations, and timeline alignment. We negotiate for all of it.
30 minutes with the senior team. We will tell you which category the engagement should fall into, and whether the timing is right.
Schedule a Working SessionThe deal terms that quietly move value, monthly, from Shane. No spam, no marketing, no padding. Just the writing that founders actually keep.