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Whether you're contemplating an acquisition, seeking growth advisory, or exploring partnership opportunities, we welcome the conversation.

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Frequently Asked
Questions

What size businesses do you work with?

We focus on small and medium enterprises, typically with revenues between $5M and $100M. This segment benefits most from our unique combination of institutional-quality advisory and hands-on partnership.

Do you charge for initial consultations?

No. Initial consultations are always complimentary. We'll discuss your situation, objectives, and how we might support your goals—with no obligation whatsoever.

How are your fees structured?

Our fee structures vary by engagement type and are designed to align our interests with yours. For acquisitions, we typically work on success-based models. For advisory work, we offer both project-based and retainer arrangements.

Do you invest alongside clients?

In select situations, yes. Co-investment demonstrates our conviction and ensures complete alignment. We evaluate each opportunity individually based on fit and mutual interest.

What sectors do you specialize in?

We have deep experience across manufacturing, healthcare services, technology, and business services. Our team understands the unique dynamics of M&A in each of these sectors.

How long does a typical acquisition take?

Timeline varies considerably based on complexity. A straightforward transaction might close in 4-5 months from LOI, while more complex deals can take 8-12 months. We provide realistic timeline expectations early in each engagement.