Buy-Side M&A Advisory
Buying right, as an operator.
For platforms and owners acquiring in the lower middle market. We've completed buy- and sell-side transactions across seven industries — we know what the other side of the table is thinking, because we've sat there.
Sourcing
Targets that aren't for sale yet
The best acquisitions rarely come from a listing. We approach owner-operated companies directly and quietly, the same way we secret shop the market on the sell side — so you see opportunities before a banker builds an auction around them.
Diligence
Underwriting like someone who ran one
We've run the trucks and met the payroll. We know which add-backs are real, which backlog is quality, and when "the owner is the business" is a risk you're inheriting. You get an operator's read, not a spreadsheet's.
Structure
Deals built to close and to work after
Price, terms, rollover, transition — structured so the seller says yes and the business you're buying still works a year later. The people are part of the deal on this side of the table too.
Get a real number
Request a confidential valuation read.
Call David. He'll give you a real number, and if this is the wrong year to sell he'll tell you that instead.