A specialist M&A partner for your clients' most important transaction.
We work alongside law firms, accountants, and local advisors to deliver institutional-grade sale processes for their clients.
How we work with advisors
Your relationship with the client remains primary. We operate as a specialist partner, ensuring your client gets the best outcome while you maintain your trusted advisor role.
We work seamlessly with your legal and tax advisors, ensuring all workstreams are aligned and your client's interests are protected throughout the transaction.
Regular updates, clear documentation, and open communication. You're always informed, always in the loop, and always able to provide the guidance your client needs.
When to bring us in
Clients approaching retirement or succession
When your client is planning succession or retirement, we provide the expertise and process to ensure a smooth, value-maximizing exit.
Businesses receiving inbound offers and not sure what to do
If your client has received an unsolicited offer, we help evaluate it, create competitive tension, and ensure they get the best possible outcome.
Situations where local options feel limited but the business is strong
When local M&A options don't match your client's needs, we bring cross-border reach and a broader buyer universe to find the right acquirer.