30 Years as a Banker, Operator, and Investor
M&A, Capital Raising, Recapitalizations, Advisory
Two focused practice areas
Helping business owners prepare, position, and transact — with the expertise of a middle-market investment bank without the overhead, the high transaction minimums, and summer interns leading your project.
Exit Readiness & Business Optimization
Many business owners and leaders know they want to raise capital or exit, but don't understand what potential buyers and investors are looking for. Together, we will answer the questions: What can I do now to make my business more valuable down the road? Do I have the right team? Have I thought about life after the sale? We will put together a plan to address the shortcomings and get the business prepared. For most business owners, it's hard to see the forest through the trees — let me help.
Key Focus Areas
- Business valuation and gap analysis
- Management team assessment and succession planning
- Financial reporting and quality of earnings preparation
- Operational improvements that drive enterprise value
- Owner transition planning and life-after-sale strategy
- Transaction readiness timeline and milestone planning
M&A Advisory for Businesses Below Traditional Bank Minimums
Most middle-market investment banks — even the smallest boutiques — focus on businesses with an enterprise value of at least $50M–$75M. What do you do if you have a great business worth less than those minimums and have no idea how to maximize your value or find the right buyer? I bring middle-market banking expertise to smaller businesses, approaching the process exactly as a traditional bank would — and delivering expertise to these businesses that was previously unavailable in the market.
Key Focus Areas
- Full sell-side process management for sub-$50M businesses
- Buyer identification, outreach, and qualification
- Confidential information memorandum and deal materials
- Letter of intent negotiation and structure guidance
- Due diligence management and closing coordination
- Senior-level attention from first call through closing