We leverage our substantial corporate partnership experience to help our clients optimize transaction outcomes. Our engagement approach aligns with the timelines and deep, company-specific knowledge required to add value to these transactions. We seek to:

• Maximize the probability that a value-enhancing transaction is completed
• Orchestrate a competitive dynamic to optimize terms
• Serve in either a forward-facing or behind-the-scenes role as the circumstances dictate with the sole objective of achieving the best possible outcome for our client
• Advise on the inherent complexity of both quantitative and structural terms
• Serve as a bridge between business and legal teams to see definitive documentation through to completion
• Enhance the decision-making process through quantitative analysis of alternative partnering structures and go-alone paths.

We have extensive M&A experience, both as a primary advisor and as an additional advisor to companies working with larger investment banks.

Key role #1: We advise on navigating the transaction process to optimize outcomes

• We help leadership maintain control of the M&A process to achieve their desired outcome, whether that is to optimize a sale or remain independent.
• We serve as a confidential sounding board for leadership, advising on the myriad of issues that arise during M&A.
• We are long-term focused and measure our success by earning a role as our clients’ trusted thought financial partner over career timespans.

Key role #2: We leverage the value creation models to improve the decision-making process

• Most M&A decisions occur in the grey zone between clearly overvalued and clearly undervalued offers. Our work grounds stakeholders in a common set of fundamental assumptions to facilitate decision-making in this grey zone.
• In public-company M&A, we perform fundamental valuation analysis away from lead advisors, forcing transaction processes that maximize value rather than merely achieve a clearing price.