Our Services

Enterprise Valuation

Business valuation, including a company brief, industry outlook & financial analysis and forecast.

Corporate Audit & Clean-Up

Review of corporate and legal documents and assistance with corporate clean-up as needed.

Data Room Set-Up

Organization of company data room, in preparation for rigorous buyer due diligence.

Management Coaching

One-on-One coaching with key executives, to ensure investment readiness prior to sale process.

Teaser & Offering Memo

Preparation of marketing materials for road-show, including teaser and confidential offering memorandum.

Introductions to Buyers

Targeted introductions to our network of financial buyers - family offices and private equity funds.