The Midtown Manhattan skyline across the water at dusk

Mergers & acquisitions

Advice for owners who are selling and companies that are buying, from the first valuation to the closing table.

A sale is a project, not an event

The price an owner receives is usually decided long before the offers arrive. It depends on how well the company is prepared, how many credible buyers see it, and how the terms are negotiated.

We work through each of those in order. Then we keep several buyers interested for as long as possible, because competition is what protects price and terms.

Buyers get the same discipline: a clear brief, a search that goes beyond companies already for sale, and careful negotiation.

What we do

Five kinds of engagement, each run by the same senior people from start to finish.

Full company sale

We prepare the business, build a list of serious buyers, and run a competitive process designed to produce more than one offer.

Partial sale and recapitalization

Owners take meaningful cash off the table while keeping a stake, a seat, and a say in what comes next.

Acquisitions

For buyers: a clear brief, a search that reaches owners who are not advertising, and disciplined negotiation.

Management and family succession

Structuring and financing a handover so the company stays in trusted hands and the owner is paid fairly.

Carve-outs

Selling a division or product line while protecting the business that remains.

What owners ask us

When should I start planning a sale?

Ideally two to three years before you want to close. That leaves time to strengthen the numbers, reduce reliance on any one customer or person, and choose the moment rather than have it chosen for you.

Who is likely to buy a company like mine?

It depends on size, sector, and growth. Typical buyers are competitors, larger companies in adjacent markets, private equity firms, and family offices. We map all of them early so you can see the field.

Can I sell part of the company and keep running it?

Yes. Minority sales and recapitalizations let owners take cash out while staying in charge day to day. Many owners choose this route before a full exit.

What happens to my employees?

Most buyers want the team to stay, because the team is a large part of what they are paying for. We raise employee terms early and help you decide when and how to tell your people.

How much of my time will the process take?

More at the start and during diligence, less in between. We handle buyer contact, scheduling, and paperwork so you can keep the business performing while it is for sale.