Transaction Services

Our Core Areas of Focus

We evaluate key strategic issues and investment theses for platform and add-on acquisitions, as well as provide mission-critical data, analysis, and insights to best position companies for sale.

  • Market Size & Growth
  • Voice of Customer
  • Decision / Buying Process
  • Competitive Dynamics
  • Growth & Value Creation Opportunities

  • Gather Independent Assessment for Key Stakeholders (IC, Lenders, etc.)
  • Validate Growth Thesis
  • Get Ahead of Key Market Trends
  • Understand Customer Account Specifics
  • Prioritize Value Creation Initiatives Pre-Closing

  • Educate Potential Investors on Market and Target
  • Answer Investor Diligence Questions
  • Build TAM
  • Highlight Value Creation Initiatives

Industry Expertise

Our broad and deep experience ranges across industries and sectors

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  • Consumer & Retail
  • Commercial & Industrial Services
  • Healthcare
  • Industrials & Manufacturing
  • Professional Services
  • Software & Technology

Recent Projects

We work across industry verticals to bring deep market insights that inform deal decisions.

All4 logo
sold to
LevineLeichtman logo
Environmental Health & Safety Consulting Services
BoomerangCapital logo
invested in
BioResponse logo
Regulated Biomedical Waste Solutions Provider
bridges logo a portfolio company of charlesbank logo
acquired
BioResponse logo
Kinesiology Tape Products
CIVCPartners logo
invested in
Strategus logo
Managed Services Provider of Connected TV (CTV)

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