M & A Advisory | Private Placements


We assist our clients by arranging the private placement of equity and debt financing with a range of investors that best meets our clients’ needs. We will find investment options that make sense, moreover we seek the best partners that can provide financial and strategic capital. The team has significant experience in placing both private equity and debt with various investment sources including family offices (and multi-family offices), venture capital, private equity, mezzanine financing, buyout financing, asset based lending, and credit facilities with banks and institutions.


We are creative and innovative in how we approach each unique deal.  Staying current with new tools and new approaches gives us an edge.

We work with middle market sellers, buyers and financial sponsors on merger and acquisition transactions on both the sell-side and buy-side. Our team has worked with a variety of clients to execute successful transactions ranging in value from $5 million to several hundred million.



  • Evaluating both financial and strategic buyers
  • Providing full engagement and commitment to every transaction
  • Executing an efficient and thoughtful process
  • Minimizing business disruption, allowing focus to stay on running the company



  •  Identification and assessment of acquisition targets
  •  Valuation and tactical support
  •  Structuring and negotiation

Strategic Consulting


Corporate & Business Strategy:

  • We use advanced forms of data analysis including risk assessment, KPI metrics,  and much more
  • Assess the overall attractiveness of opportunities using financial models, scenarios, and multiple types of analysis including covariance, correlation and regressions, PEST, SWAT, and other frameworks
  • Develop insightful charts and graphs for decision making
  • Build dashboards and use advanced data visualization techniques
  • Budgeting and Forecasting
  • We go beyond the financial model to truly understand the risks and opportunities of an investment opportunity


Financial Modeling:

  • We use industry-leading best practices for layout, design and structure of models
  • Create a multi-year forecast to project the income statement, cash flow and balance sheet into the future
  • Use advanced formulas and functions to make models both robust and dynamic
  • Perform scenario analysis, sensitivity analysis, accretion/dilution analysis and other advanced modeling practices



  • We will value an organization using appropriate methodology including comparable analysis, precedent transactions, and discounted cash flow DCF modeling
  • Discuss the pros and cons of different valuation methods
  • We can build numerous models from scratch
  • Understand how and when to use Enterprise Value and Equity Value multiples for valuation
  • Arrive at a range of values for a business combining multiple methods