Mid-Market Transaction Specialists
Unlike Big 4 and Tier 2 firms focused on large-cap deals, we specialize exclusively in SME and mid-market transactions. Our proprietary buyer identification methodology connects you with acquirers who truly understand and value your business.
Information Memorandums
Compelling investor documents that tell your company's story, highlight value drivers, and present your SME as a premium acquisition target to strategic and financial buyers.
What We Deliver
- Executive summary
- Business overview
- Financial analysis
- Growth opportunities
- Investment highlights
Exit Readiness Preparation
Comprehensive preparation positioning your SME for maximum value. We address gaps, optimize operations, and ensure your business presents as an institutional-quality opportunity.
What We Deliver
- Financial preparation
- Operational assessment
- Documentation review
- Risk mitigation
- Gap analysis & remediation
Sell-Side Advisory
Strategic guidance for SME owners seeking exits. Our proprietary buyer identification methodology connects you with acquirers who understand and value mid-market businesses.
What We Deliver
- Exit readiness assessment
- Valuation support
- Strategic positioning
- Buyer identification & outreach
- Market timing analysis
Transaction Support
End-to-end deal management leveraging our extensive buyer network. From origination through closing, we ensure smooth execution and optimal outcomes.
What We Deliver
- Deal origination
- Buyer/seller matching
- Negotiation support
- Documentation
- Closing coordination
Buy-Side Advisory Services
We serve Private Equity firms and Investment Funds seeking quality SME acquisitions. Our dual-side expertise means we understand both seller motivations and buyer requirements—making us more effective partners in your deal sourcing.
Private Equity Advisory
We understand PE portfolio strategy—identifying deals that fit your acquisition criteria, match scale requirements, and align with your fund thesis.
- Target identification aligned to fund thesis
- Portfolio complement analysis
- Deal screening & qualification
- Return expectation modeling
- Add-on acquisition sourcing
Investment Fund Services
Specialized support for funds with sector-specific mandates—Education Funds, Healthcare Funds, Infrastructure Funds. We understand fund lifecycles and deployment timelines.
- Sector-specific deal sourcing
- Investment parameter matching
- Fund lifecycle alignment
- Deployment timeline support
- Mandate-focused origination
Proprietary Deal Sourcing
Access our proprietary network of SME acquisition opportunities. We identify and deliver assets matching your fund appetite, sector focus, and investment parameters.
- Off-market deal access
- Qualified opportunity pipeline
- Seller relationship facilitation
- Preliminary due diligence
- Transaction coordination
Seeking SME Acquisition Opportunities?
Whether you're a PE firm with a specific thesis or a fund with sector mandates, we can help source qualified opportunities that match your investment criteria.
Discuss Your Investment CriteriaHow We Work
A proven methodology that ensures thorough preparation and successful execution at every stage.
Discovery
Understanding your business, goals, and timeline. We assess your readiness and identify opportunities for value enhancement.
Analysis
Deep dive into financials, operations, and market positioning. We identify strengths, address gaps, and build the investment thesis.
Documentation
Creating compelling information memorandums, teasers, and supporting materials that tell your company's story effectively.
Marketing
Targeted outreach to qualified buyers and investors. We leverage our network to generate genuine interest and competitive dynamics.
Closing
Managing negotiations, due diligence, and documentation through to successful transaction completion.
Discovery
Understanding your business, goals, and timeline. We assess your readiness and identify opportunities for value enhancement.
Analysis
Deep dive into financials, operations, and market positioning. We identify strengths, address gaps, and build the investment thesis.
Documentation
Creating compelling information memorandums, teasers, and supporting materials that tell your company's story effectively.
Marketing
Targeted outreach to qualified buyers and investors. We leverage our network to generate genuine interest and competitive dynamics.
Closing
Managing negotiations, due diligence, and documentation through to successful transaction completion.
The SME M&A Specialists
We work alongside you as genuine partners—not as a large firm that delegates your deal to junior associates. Our senior advisors bring decades of mid-market experience directly to your transaction, from first meeting through closing.
SME-First Methodology
Our proprietary approach is designed specifically for mid-market transactions—not scaled-down Big 4 processes.
Buyer Identification
We don't just list your business. Our proprietary methodology matches you with strategic and financial buyers who truly understand SME value.
Value Maximization
We position your business to command premium valuations by highlighting the strategic fit that larger advisory firms often miss.
Discretion & Trust
Every engagement is handled with the utmost confidentiality. Your information and reputation are protected throughout.
Cradle-to-Grave
We manage the entire transaction lifecycle, ensuring nothing falls through the cracks.
Ready to Explore Your Options?
Schedule a confidential consultation to discuss your transaction goals. No obligations—just expert insights.