Exceptional, senior-only diligence for lower-middle-market M&A. Flexible enough for whatever the deal needs, before, during, and after close.
Senior-only · Fixed fee · Fast turnaround · Sell-side and buy-side
Senior-only financial diligence for the lower middle market, built for the people who move deals.
Sell-side preparation that puts you on equal footing with the most sophisticated buyer across the table, and a clean value story before you go to market.
Sell-side QoE on your timeline. Fast, defensible, and built to support the value story you have already framed for the market.
Buy-side diligence for sponsors, family offices, and corporate development, with the speed and senior attention competitive processes demand.
A trusted referral for the transaction work your firm does not take on, handled with discretion and returned with the relationship intact.
Flexible support for clients approaching a liquidity event, so you can guide owners through a sale with diligence-grade analysis at their side.
Financial analysis that holds up under buyer scrutiny, and a flexible partner who keeps your client's deal on track.
Diligence, integration, and finance leadership across the deal and beyond. Senior-only, fixed-fee, and flexible.
Buy-side diligence and sell-side preparation at a fixed fee, a standard deal in about two weeks. NWC peg analysis, purchase agreement review, and sell-side pressure-testing included, scaled to the size of the deal. The core of what we do.
Learn more →The team that ran your diligence executes the transition: working capital true-up, closing balance sheet, and standing up monthly reporting through the first hundred days after close.
Learn more →Senior finance leadership between and around deals, on a monthly retainer or a scoped project, shaped to whatever the business needs.
Learn more →A principal leads and owns every engagement, start to finish. No junior staff, no hand-offs, no offshore.
Senior focus and modern tooling on the mechanical work keep the timeline short: a standard deal in about two weeks, with the rigor intact.
We shape the work around the situation and take on the out-of-box asks, staying engaged before, during, and after the deal.
The price is the price, agreed upfront and sized for the lower middle market. The number we quote is the number you pay, no matter how the work evolves.
Download a sample Quality of Earnings report and experience the depth, clarity, and format we deliver on every engagement.