Transaction Advisory and Strategy Services
M&A due diligence services for SMB and middle market companies, delivered with enterprise-level expertise and advanced tech stack
What we do
We offer comprehensive M&A due diligence services for both pre-LOI and post-LOI stages
Pre-LOI Due Diligence
Preliminary assessment of the target, market, competitive landscape, and identify early deal -breaker signals
Post-LOI Due Diligence
Assess the quality of assets from all angles, including financial, sales and marketing, customer analysis, market overview, and tax compliance
How we do it
Our due diligence approach delivers deep and comprehensive insight, enabling investors to assess the quality of the business and develop post-close value creation strategies
Who we serve
Private Equity
Strategic Acquirers
Independent Sponsors
Search Funds & ETA Entrepreneurs
How we differentiate
Enterprise Level Expertise
Founded by former investment banker and strategy consultant, we supported and executed deals over $20b in aggregate
Advanced Tech Stack
Our proprietary AI technology built specifically for M&A due diligence services and large data intelligence, enabling us to extract deep insights at lightning speed
Collaborate as strategic partners
We engage as a strategic partner, providing highly a tailored approach and solutions to support your transaction every step of the way