Six practice areas, one operating model: fixed retainers, agreed success fees, and a single principal on every engagement from beginning to end.
For owners weighing an outside investor for the first time. We map the landscape of minority equity, mezzanine debt, and senior facilities; model the impact on control and governance; and negotiate terms that protect long-term ownership.
For founders considering a full or partial sale within the next 24 months. We work quietly and off-market before any process opens, so you go to buyers as a prepared seller rather than an eager one.
For families and partners moving ownership to the next generation or an inside team. We structure family-first succession plans, evaluate ESOP feasibility, and design management-buyout terms that hold up over decades.
For single-family offices and small groups making direct investments in lower-middle-market businesses. We source, screen, and diligence proprietary opportunities, and stay engaged post-close through board work.
For owner-operated companies preparing for a capital event within 3–5 years. Independent board seats, advisory-board design, and CFO-office readiness reviews that quietly move the valuation needle.
For moments a boilerplate playbook can't touch: partner buyouts, shareholder disputes, distressed recapitalizations, unsolicited offers. Handled with discretion and paired with the right specialist counsel.
Every engagement begins with a written scope letter that names the outcome, the timeline, the fixed retainer, and any success-fee terms — in plain English, on a single page.
Companies with $5M–$75M of revenue, healthy margins, and an owner considering the next chapter.
Multi-generation businesses navigating succession, liquidity for non-active family members, or governance modernization.
Family capital making direct investments outside of pooled funds, typically writing checks between $2M and $25M.
Deal-by-deal sponsors who need an independent principal at the table alongside their capital partners.
Groups considering platform recapitalizations, mergers, or roll-in transactions with strategic partners.
Vertically-integrated operators (not funds) weighing growth capital, GP recapitalizations, or partial monetizations.
Most first calls start with the client saying, “I'm not sure where this fits.” That's the right place to start. We'll help you name it.
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