Practice

Sell-Side M&A Advisory

Selling your company is probably the most consequential financial decision you'll make. We've been through the process many times, and we know what good looks like. Our job is to get you there — prepared, protected, and in control of the timeline.

You only sell your company once. The process should reflect that.
On engagements
Scope

What we actually do.

We work for the seller. We get the company ready, build the materials, identify and approach the right buyers, manage the process, negotiate terms alongside your attorneys, and coordinate diligence through close. We don't represent buyers and we don't solicit investors.

Philosophy

The seller runs the process.

You should always know who we're talking to, what we've shared, and what the next step is. A good process gives the seller real choices on a timeline they can control. That's what we build for every client.

Capabilities

What we do.

Getting ready

Financial cleanup, quality of earnings prep, positioning the story, setting the right timeline.

Marketing materials

Teaser, CIM, management presentation, data room — all done before we go to market.

Running the process

Buyer identification, targeted outreach, NDA management, managing IOIs and LOIs.

Negotiation

Valuation work, deal structure, and negotiation support alongside your legal and tax advisors.

Diligence & closing

Managing the diligence workstreams, working capital mechanics, and getting to a signed deal.

Who we serve

Engagements of consequence.

  • Founders and families thinking about selling their business
  • Shareholders looking at a partial sale or recapitalization
  • Boards that need independent sell-side advice