Private advisory

Werl Capital

Your transaction.
Our full attention.

Werl Capital advises owners of private companies on sell-side M&A transactions and provides hands-on CFO leadership to growing businesses.

The firm

Two practices. One standard.

We built this firm around a straightforward idea: the people advising you should be the same people doing the work. No hand-offs, no junior teams running your deal. We take on a small number of clients and give each one the attention the situation demands.

How we work
We take on fewer clients so we can do better work for each one.
Werl Capital
Principles

How we operate.

01

Do the homework first.

Financials, models, and positioning are buttoned up before we go to market. Buyers can tell when the work has been done.

02

Principals do the work.

You hire us, you get us. A principal is in every meeting, on every call, and across every decision point.

03

Run a tight process.

We control the timeline, the flow of information, and who sees what. No spray-and-pray outreach. Every step is intentional.

04

Say it straight.

Our memos and materials are written for the person making the decision, not to sound impressive. If we don't know, we say so.

Engagements

Interested in working together?

We respond to every inquiry personally, usually within two business days.