Advisory
Advisory built on ownership.
We advise founders, families, and sponsors on the transactions that define them. Our principals have owned the businesses, sat on the boards, and carried the risk. The judgment we bring to a mandate is the judgment we apply to our own capital.
Service lines
Six mandates, one standard of work.
Sell-side M&A
Strategic sales, targeted processes, and management buyouts for founder- and family-owned businesses. Preparation first: most of the price is set before a buyer sees the book.
Buy-side M&A
Origination, approach, and negotiation for acquirers growing by acquisition, including the diligence a seller's process leaves little room to do properly.
Special situations
Balance-sheet repair, restructuring, and distressed transactions, for businesses where the capital structure rather than the operation is the binding constraint.
Debt advisory
Senior, unitranche, mezzanine, and structured facilities: arranged, refinanced, or repaired. We build the credit case before the first conversation with a lender.
Equity capital
Minority and growth capital, sponsor equity, and co-investment. Valuation built from peers, cost of capital, and scenarios rather than from a number the raise needs to clear.
Divestitures
Sales of a division, product line, or asset by a corporate parent, scoped around the separation questions that decide whether a buyer can underwrite what is left.
Coverage
Across the middle market, wherever the situation warrants.
Our concentration is business services, energy, real assets and infrastructure, and industrials and manufacturing. We take mandates outside those sectors when the situation calls for it and we can do the work properly.
Sector familiarity matters less than two questions we ask before accepting any engagement: can we underwrite the cash flow, and can we name the risks a counterparty will find. Where the answer to either is no, we say so.
Method
The process is written down.
Two internal frameworks govern how a mandate runs. Both are versioned and dated, applied the same way on every engagement, and revised as market practice moves. The structure is public; the negotiating judgment that sits inside it stays with the deal team.
Mandate lifecycle · revised July 2026
The nine phases
The arc a live mandate runs, from the letter that appoints us to the obligations that outlast the wire. The same nine phases apply to a sale, a raise, and a refinancing.
Diligence diagnostic · revised July 2026
The ten workstreams
The coverage checklist diligence runs against in either direction: scored for readiness before a room opens, and owned line by line once it does.
Transaction credentials available upon request.