Sell to the right
buyer.
Senior bankers run a competitive process for founders, family owners, and operators selling middle-market businesses. Discreet, disciplined, and built to maximize valuation.
Why owners choose us
The way it's always been done is losing you money.
We rebuilt the sell-side process from scratch. Senior bankers run every mandate. Our proprietary AI does the work of an analyst team — so you sell faster, for more, with less stress.
Vantage | Going It Alone | Bulge-Bracket Banks | Local Brokers | |
|---|---|---|---|---|
| Valuation | 25–50% above market | Frequently below true value | Comparable, but with steep fees | Often undervalued |
| Speed to Offers | Initial bids in under 6 weeks | 6–12 months, deals often die | 6–12 months | 6–12 months |
| Who's On Your Deal | Senior banker + proprietary AI | You, alone, after hours | Senior banker (no AI leverage) | Limited strategy, no leverage |
| Buyer Competition | 100s of qualified buyers, bidding | 1–2 inbound offers, no leverage | Strong — but slow to build | Small pool, soft competition |
| What You Pay | Success fee only — $0 upfront | Nothing — but you leave money on the table | Retainer + flat fees + success fee | Listing fees + success fee |
Based on 50+ closed transactions across $2B+ in deal value. Your business is worth more than a low-effort sale will get you.
Who we serve
Built for every kind of seller.
Whether you're selling for the first time or the tenth, we've run the process before — and we'll run it for you.
Founders & Owner-Operators
First-time sellers who built the business themselves. We guide every step — from valuation to closing — with the senior attention you deserve.
Full exit · Partial sale · Liquidity event
Multi-Generational Families
Family-owned businesses navigating generational transition. Discretion, succession planning, and legacy preservation are our priorities.
Generational sale · Family buyout · Estate planning
PE-Backed Companies
Sponsor-owned platforms ready for the next chapter. Strategic exits, secondary sales, and recapitalizations executed at scale.
Sponsor exit · Secondary sale · Recap
Special Situations
Distressed sales, divestitures, carve-outs, Section 363 transactions. Speed and certainty when timing matters most.
Distressed · Article 9 · Section 363
How we work
From valuation to wire.
A disciplined five-stage process. Every step led by senior bankers. Every deal closed in under four months.
Valuation
We analyze financials, sector comps, and market dynamics to establish your business's true market value.
Prepare
We craft the CIM, financial model, and management deck. AI accelerates the prep — senior bankers refine every page.
Outreach
Our database surfaces 1,000+ qualified buyers. We run targeted outreach to strategic and financial acquirers.
Negotiate
We drive a competitive process with multiple bidders, negotiate terms, and protect your downside.
Close
We coordinate diligence, drive documentation, and see the deal through to wire transfer.
Confidential · Competitive · Closed in <120 days
What we do
Full-service sell-side advisory.
Six distinct mandate types. One senior team. Built to deliver the best outcome for every kind of sale.
Exclusive Sale Mandates
Full-service representation for owners selling 100% of the business. We manage the entire process — valuation, marketing, negotiation, close.
Mergers & Strategic Combinations
Structuring transactions that combine businesses for long-term value creation. Stock, cash, or hybrid structures.
Divestitures & Carve-Outs
Selling non-core divisions, business units, or subsidiaries. Surgical precision, minimal disruption to the parent business.
Recapitalizations
Partial liquidity for founders who want to take chips off the table while remaining at the helm. Partner with PE or family office capital.
Privately Negotiated Sales
Discreet sales to a single pre-qualified buyer. No auction, no broad outreach. Maximum confidentiality.
Special Situations
Distressed sales, Article 9 foreclosures, Section 363 bankruptcy transactions. Speed and certainty when timing is critical.
Plan your next chapter
Have a confidential
conversation.
Whether you're ready to sell or exploring options for the future, a 30-minute call costs nothing and clarifies everything.
Senior advisor on every call · No retainer · No upfront fees