Mergers & Acquisitions

Strategic growth requires a great lookout tower.

M&A can be a tricky, really tricky, world because you never know who to trust. With an outside team of past entrepreneurs, shareholders, buyers and sellers who aren’t incentivized by the transaction closing, we’re the outside opinion you didn’t know you needed.

Even if you have the best seat within.

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M&A Readiness

Add certainty to the uncertain in M&A.

For those pondering if it’s time to buy, be bought or step your toe in the what could be the very frigid waters of acquisition, it’s worth thinking about hiring a great shepherd. We help ensure the tires are kicked, dollars are looking good and that everyone can skip down the yellow brick road together. Though we don’t represent companies, we’re the watchdogs paying attention to how a transaction will run smoothly.

Post Merger Integration

Avoiding landmines is critical in entering new terrain.

Though most merging of companies and teams feel like speed dating, it can feel more like a shotgun wedding. Enter us, the Elvis minister with the working knowledge and smooth words to manage the post wedding night jitters. Our teams are trained to ensure all systems, people and customers are singing to the same tune in happyland.

IPO Exchange Advisory

Gaining the most visibility to drive maximum value requires x-ray goggles.

Going public is your entrance to the Capital Markets. We'll guide you through the marketing opportunities, negotiate the best coverage, and ensure your transition to the public markets is as smooth as 25-year-old Scotch. With years of in-house Exchange experience, we know how to create the most value and impact for your IPO.

Exit Strategy & Planning

Finding the perfect path for management succession shouldn’t be a crash course.

Building an amazing company is only half the outcome, right. Establishing who, what, when and how to gracefully turn your baby over to the leadership team can be as much work as it took to build. Good thing we’re here to get everyone thinking about your golden parachute as well as their’s; long past when you float down to the ground safely first.

Restructuring & Turnaround

Speed bumps are only an obstacle on the course.

Just like the beginnings of an organization, sometime it’s better to take a step back to take five forward. Our swat teams can assist, with delicate gloves of course, in ensuring you don’t throw the bathwater out with the baby while getting the organization back on track to its greatness.

Meet our M&A Advisory Experts

The real expertise sits with the collective team with whom we surround ourselves. And this is the core of our leadership team working closely with the companies we support.

  • Co-Founder & CEO

    Industries: Agency, Fashion, Healthcare, Financial Services, Media, Retail, Tech

    Clients: Havas, WPP, Revlon, Make Up For Ever, NARS, Sephora, Salvatore Ferragamo, Zappos Couture, GM, Clorox, MGM, Universal Studios

  • Sr. Consultant, M&A Advisory

    Industries: Agency, Financial Services, Marketing & Comm, Media, Telcom

    Clients: Nasdaq, NYSE, GE Financial, Spotify, Snapchat, Blue Buffalo

Companies who trust our M&A Advisory team