Services
Grow by acquisition, without overpaying for it.
For owners and platforms adding capability, capacity or geography through acquisition.
Acquisition strategy
The questions behind every acquisition strategy.
What should we buy?
A thesis first, whether capability, geography or capacity, then a target list built against it.
How do we find off-market targets?
Direct, confidential outreach to owners who are not running a process. It takes longer and costs less.
What should we pay?
A range built from your own synergies, not from what a seller hoped for.
How do we not break it?
Integration planning starts during diligence, not after closing.
Disciplined acquisition
What separates a good deal from the right deal.
Strategic fit
The acquisition has to make the combined business better, not merely bigger.
Cultural fit
Most failed acquisitions fail on people, not on numbers.
Clean diligence
Quality of earnings, customer contracts and liabilities checked before the price is fixed.
Financing discipline
Debt the combined business can service through a slow year, not just a good one.
Process & safeguards
Six steps from thesis to closing.
01
Define
The acquisition thesis, the criteria, and what you will not buy.
02
Build
A target universe and a named list, screened and ranked against the thesis.
03
Source
Direct, confidential outreach, including to owners who are not running a process.
04
Evaluate
Preliminary valuation, synergy modelling and a walk-away number.
05
Negotiate
Price, structure and terms negotiated against your walk-away number, not the seller’s hopes.
06
Close
Diligence, documents and financing coordinated through closing, with integration planned before you sign.
Proof
Recent transactions.
Precision sheet-metal fabricator, Western NY
Sold to a strategic acquirer
8 competing offers
OutcomeSix-location dental group, Upstate NY
Recapitalized with a DSO platform
Owner retained 25%
OutcomeFamily-owned industrial contractor
Management buyout
Second-generation transfer
OutcomeSpecialty food manufacturer
Sold to a private-equity platform
Above initial range
OutcomeFAQs
Before we start, owners usually ask these.
Do you work on retainer for buy-side?
Yes. Sourcing off-market targets is sustained work, so buy-side engagements are retainer-plus-success.
How many targets will we see?
A qualified list of twenty to forty, narrowed to a handful worth real conversations.
Can you help finance it?
We introduce lenders and structure the debt, though we are not a lender ourselves.
Ready to explore your options?
Tell us where you are. We’ll tell you honestly whether this is the right engagement, or whether something else is.
Confidential, no obligation, and no fee unless we close.