Strategic Advisory
Institutional-grade execution at a fraction of traditional investment banking costs
The Capital Raising Challenge
According to CB Insights, 67% of startups stall in the fundraising process due to insufficient preparation and weak investor targeting.
Traditional investment banks charge $50,000–$250,000 upfront with no guarantee of success. The process takes 6-9 months. And the depth of analysis Fortune 500 companies receive? It's never been accessible to growing businesses.
The M&A Challenge
Most middle-market businesses attempting M&A transactions face significant challenges: inadequate preparation, limited buyer/seller networks, and weak negotiating positions that leave money on the table.
Traditional M&A advisors require substantial upfront retainers ($75,000–$300,000) regardless of outcome. The typical process spans 9-18 months, and the strategic analysis reserved for Fortune 500 deals remains inaccessible to middle-market companies seeking optimal outcomes.
Funding Advisory
Strategic capital raising for companies seeking $1M–$50M
Comprehensive business and market analysis, SWOT evaluation, funding strategy blueprint with ideal investor profiles, valuation framework across multiple methodologies, and clear go/no-go recommendation with 90-day action plan
Professional investor materials, compelling pitch deck development, warm introductions to qualified investors, active outreach and meeting coordination, due diligence management, term sheet negotiation, and closing support
M&A Advisory
Buy-side and sell-side advisory for deals $2M–$50M
Financial health and market position evaluation, strategic SWOT analysis, transaction strategy blueprint with top 25 buyer/target profiles, comprehensive valuation across multiple methodologies, and transaction readiness scorecard with clear recommendations
Confidential Information Memorandum development, controlled auction process design, active buyer/seller outreach to qualified parties, data room management, due diligence coordination, LOI and purchase agreement negotiation, and closing support