Comprehensive M&A advisory and growth consulting for distinguished small and medium enterprises. We partner with exceptional entrepreneurs at every stage of the value creation journey.
From identifying exceptional targets to closing complex transactions, we provide institutional-quality advisory tailored for the SME segment.
We guide visionary entrepreneurs through every phase of the acquisition journey, from initial strategy through successful close. Our systematic approach reduces risk and maximizes the probability of exceptional outcomes.
Proactive outreach leveraging our extensive network and proprietary market intelligence to identify opportunities aligned with your investment thesis.
Comprehensive business valuation using multiple methodologies, ensuring you understand true value drivers and potential risks.
Expert negotiation strategy and execution to secure favorable terms while maintaining constructive relationships with sellers.
End-to-end project coordination ensuring seamless progression from LOI through closing and beyond.
Rigorous, institutional-grade assessment that uncovers hidden value and identifies risks before you commit. Our comprehensive process ensures you invest with absolute confidence.
Deep analysis of historical performance, normalization adjustments, working capital dynamics, and projection validation.
Evaluation of operational capabilities, systems, processes, and improvement opportunities that drive post-acquisition value.
Market position, customer concentration, competitive dynamics, and growth potential assessment.
Identification and quantification of key risks with mitigation strategies and deal structure implications.
Creative deal structures that align interests, manage risk, and optimize outcomes. We design transactions that work for your specific situation and objectives.
Optimal capital structure combining equity, senior debt, mezzanine, and seller financing to maximize returns.
Performance-based payment mechanisms that bridge valuation gaps while protecting buyer interests.
Representations, warranties, and indemnification structures that appropriately distribute risk.
Transaction structures that minimize tax burden while ensuring full regulatory compliance.
Beyond transactions, we help portfolio companies achieve their full potential through strategic and operational transformation.
Accelerate growth through market expansion, product development, and strategic repositioning. We help you identify and capture your most significant opportunities.
Geographic and segment expansion strategies with detailed market entry playbooks.
New product and service opportunities aligned with customer needs and market evolution.
Competitive differentiation and value proposition refinement for sustainable advantage.
Actionable plans with clear milestones, investment requirements, and expected returns.
Improve margins and build sustainable competitive advantage through operational transformation and process excellence.
Lean methodologies and intelligent automation to improve efficiency and eliminate waste.
Sustainable cost improvements that strengthen rather than sacrifice quality and growth.
Digital tools and systems that improve productivity, scalability, and competitive position.
Building organizational capabilities and leadership depth for long-term success.
Maximize value when it's time to sell. We help owners prepare for and execute successful exits to strategic buyers, financial sponsors, or management teams.
Pre-sale improvements to address buyer concerns and maximize valuation multiples.
Data room organization, management presentations, and compelling buyer materials.
Strategic outreach to optimal buyers with competitive process management.
Negotiation, due diligence management, and flawless closing execution.
We co-invest in select deals, ensuring our success is inextricably linked to yours. This is true partnership.
Exclusively focused on small and medium enterprises. We understand the unique dynamics of this segment.
We measure success by outcomes, not activity. Our fee structures align incentives with value creation.
We stay engaged beyond closing to support integration and growth. Our relationships endure for decades.
Every situation is unique. Let's explore how CFE Venture can help you achieve your acquisition or growth objectives.