One for companies preparing to be sold. One for companies preparing to buy. Both are fixed fee, agreed before we start.

For companies six to eighteen months from a process. We find what the buyer’s diligence will find, while there is still time to fix it rather than pay for it. Fundraising preparation sits within this engagement.
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For companies growing by acquisition without an in-house deal team. Strategy, pipeline, first-pass diligence, valuation and the board memorandum — run properly, without hiring a department.
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No success fee, and no view on whether you should transact. The fee is the same whether you sell, buy, or decide to do neither.
Findings, models and memoranda in a form a board, an investor or a buyer can read — not a presentation that needs me in the room to make sense.
I work alongside a full-time finance leadership role, so I take on few clients. You work with me, not with an associate.
Thirty minutes, no charge, no pitch. Tell me what you are considering and roughly when — I will tell you whether this work is worth doing now, later, or not at all.