M&A ADVISORY

MAKE INFORMED M&A DECISIONS

M&A ADVISORY SERVICES

Our CFOs and Controllers have over 20+ years’ experience in investor-owned multi-million dollar startups in NY and SF and have worked in companies such as Goldman Sachs and PwC.

We offer:

        ✔ Buy-side support
        ✔ Sell-side support
        ✔ Pre-acquisition due-diligence
        ✔ Post-transaction integration support

The success of a merger or acquisition hinges on a number of factors working together in harmony. Legal issues, operations integration, human resources and financial orderliness can make or break an operation.

We help investors and business owners to do more than simply make informed decisions about merging, acquiring or selling their company. We help them to ensure that transitions are made seamlessly and without costly mistakes.

Our support continues after the deal is made. We help those who stay in the business to ensure that plans are carried out adequately and that capital is deployed efficiently.

With 20+ years’ experience in senior positions in multimillion-dollar investor-backed startups, we will help you navigate the M&A process so you can obtain great value from the transaction.

M&A ADVISORY SERVICES

Our CFOs and Controllers have over 20+ years’ experience in investor-owned multi-million dollar startups in NY and SF and have worked in companies such as Goldman Sachs and PwC.

We offer:

✔ Buy-side support
✔ Sell-side support
✔ Pre-acquisition due-diligence
✔ Post-transaction integration support

The success of a merger or acquisition hinges on a number of factors working together in harmony. Legal issues, operations integration, human resources and financial orderliness can make or break an operation.

We help investors and business owners to do more than simply make informed decisions about merging, acquiring or selling their company. We help them ensure that transitions are made seamlessly and without costly mistakes.

Our support continues after the deal is made. We help those who stay in the business to ensure that plans are carried out adequately and that capital is deployed efficiently.

With 20+ years’ experience in senior positions in multimillion-dollar investor-backed startups, we will help you navigate the M&A process so you can obtain great value from the transaction.

How It Works

1. Book A Call

Get clarity and specificity on your financial needs. We’ll provide a risk-free quote for our services.

Click Here to book a call.

2. Personalized Solution

We will create a tailored plan to help you reach your objectives in the fastest way possible.

3. Meet your goals

Our compensation is tied to meeting specific goals for you. We are invested in your success from start to finish.

Need A Personalized Team?

We’ll assemble the right blend of finance professionals with a single point of contact.

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Book A Free Consultation

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Get clarity on the right blend of financial professionals you need.

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Quote with no hidden costs or strings attached.

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Learn about financial opportunities for your business you might not be aware of.