What working together actually looks like.
A clear sequence from the first conversation through close. Senior involvement stays on the file. Capital is coordinated early. Information is released only when it serves the outcome.
The sequence clients experience
Whether the work is sell-side or buy-side, the process follows the same disciplined order. Preparation creates the ability to run a controlled process. Structure and capital are settled before exclusivity. Senior judgment remains accountable through close.
Objectives and fit
We start with a confidential conversation about timing, goals, constraints, and what a successful outcome looks like for you. If the numbers, the timeline, or the objectives cannot support a process that can succeed, we say so early.
Assessment and readiness
We review normalized earnings, customer concentration, owner dependency, working capital, and the growth story a buyer or lender will underwrite. The output is a clear range of outcomes and a list of items that should be addressed before outreach begins.
Preparation and materials
We prepare the confidential materials that will be used with qualified parties. Where it strengthens the outcome, Growth Machines is deployed so the revenue engine becomes more transferable. Capital options are mapped in parallel so structure is not a late surprise.
Controlled outreach
We approach a qualified set of buyers or targets under confidentiality. Information is staged. Parties are screened for capital, mandate, and fit before deeper materials are shared. The goal is competition with control, not volume.
Offers, meetings, and structure
Indications are compared on price, structure, certainty of close, and post-close implications. Management meetings are coordinated. Structure (working capital, earnouts, notes, rollover) and financing are addressed before exclusivity is granted.
Diligence, negotiation, and close
We manage the data room, surface issues early, keep parties accountable to the timeline, and stay in the negotiation through definitive documents and funding. Senior involvement continues until the transaction closes.
What stays constant
Confidentiality
Maintained from the first conversation through close. Information is staged and controlled.
Senior involvement
Judgment stays on the file. No junior handoff after the letter of intent.
Capital coordination
Structure is funded. Specialized lenders are engaged early so deals can close.
A well-run lower-middle-market process typically takes six to twelve months from engagement to close. Preparation done well shortens the later stages and reduces the chance of surprises that erode value.
Tell us where you stand.
A short conversation to understand your objectives and whether we can help. No pitch. No obligation.
Navigating Transactions, Maximizing Potential
M&A Advisory Services For Privately-Held Businesses
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