M&A solutions that work for you

Led by seasoned professionals, our boutique M&A advisory firm is built on deep expertise and unwavering client commitment—delivering strategic guidance tailored to every transaction.

  • Experience Matters

    Our professionals all have Big-4 CPA firm experience in transaction services and have led over 250 transactions each.

    Every project we undertake is steered by seasoned professionals whose depth of experience translates into sharper insights, smoother execution, and exceptional outcomes.

  • Our Tailored Approach

    We don’t believe in one-size-fits-all when it comes to deal analysis. Our diligence strategy is designed to align with the specific goals, risks, and value levers of each transaction. Our focused approach delivers clarity through customized scope, smart prioritization, and targeted insights—turning complexity into actionable confidence.

  • Value Proposition

    As a boutique M&A advisor, we operate lean—free from the costly layers of bureaucracy that weigh down larger firms. That means we pass those overhead savings directly to our clients, delivering high-caliber strategic advice without the inflated price tag. Better yet, our flexible fee arrangements are designed around your deal dynamics, aligning incentives and ensuring our success is tied to yours.

Our Services

Financial Due Diligence (buy-side and sell-side)

  • Quality of earnings

  • Net Working Capital & Net Debt

  • Purchase agreement advisory

  • Closing statement support

  • Sell-side preparation

Other services

  • Reporting package preparation and management hand-off

  • Special accounting or financial analysis projects