Our M&A Advisory Services

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As your M&A investment banking partner, our first priority will be to  develop a compelling M&A playbook (CIM).  We work closely with your team to raise the necessary capital  with institutional investors for your M&A story.

Our M&A team will be able to fully address the risks and opportunities for each potential acquisition.  As the project heads into due diligence for raising capital, our team will establish a list of potential targets based on criteria established by your organization.

Starting with the capital raise for your M&A roadmap, we then work as your buyside advisor to both identify and acquire the targets for your company.  Once your valuation expectations are achieved...we become your investment banker for a successful exit. 

We seek clients with revenues of $10 million to $500 million or typically $3 million to $50 million in EBITDA.  Our in-depth knowledge across all the technology segments along with business services and healthcare industries facilitates a smooth M&A transaction for our clients.

We can be your "outsourced" M&A team for the acquisition of privately-held businesses & business assets.  Our team has tremendous M&A experience from every possible background and industry.  Our experience spans: a) Capital Raise b) Deal Management and c) Due Diligence across your entire M&A roadmap.

A successful M&A roadmap requires vision along with tactical valuation guideposts.  We have the ONLY investment banker who has led M&A for Siemens, a Computer Science degree, a former Big 5 Partner and has done numerous M&A transactions exceeding $10 Billion dollars.   The time is now...