Buy Side Advisory Services
Our buy-side work is flexible and tailored to where you are in the process.
Comprehensive Support Across the Entire Acquisition Lifecycle
Our buy-side advisory services are designed to support operators at every stage of the acquisition process, from early deal exploration through post-close execution. Engagements are tailored based on deal complexity, experience level, and where you need the most support.
Deal Sourcing Support
We help operators refine acquisition criteria and evaluate both brokered and off-market opportunities. Our role is to quickly assess financial viability, identify early red flags, and help you focus time and energy on deals that align with your operating and return objectives.
Target Evaluation & Financial Screening
Before significant time or fees are incurred, we perform detailed financial screenings to determine whether a target’s earnings, margins, and cash flow are sustainable. This includes evaluating customer concentration, labor efficiency, and revenue durability to ensure the business can support ownership transition.
Buy-Side Financial Diligence
Our diligence process goes beyond surface-level analysis to normalize earnings, assess working capital needs, and identify risks that may not be apparent in broker-prepared materials. The goal is to ensure you understand the true economic performance of the business before committing to a purchase price.
Deal & Financing Support
We support buyers during LOI structuring and financing discussions by modeling debt service, cash flow coverage, and downside scenarios. This ensures deal terms are structured realistically and aligned with both lender requirements and operational realities post-close.
Post-Close Financial Execution
After the transaction closes, we help operators establish financial discipline through cash flow forecasting, KPI reporting, and margin improvement planning. This creates immediate visibility and control, allowing owners to shift from transaction mode to execution mode quickly.
Who We Work With
We support individual buyers, including first-time acquirers and search fund entrepreneurs, who need a clear understanding of what ownership will look like day-to-day.
Our work focuses on cash flow sustainability, operational complexity, and risk mitigation to ensure buyers are prepared not just to acquire the business, but to successfully operate it.
Individual Buyers
For strategic and corporate acquirers, we provide financial and operational insight to support expansion, integration, and synergy realization.
We help buyers understand how a target will perform within an existing organization, identify execution risks early, and align financial expectations with operational reality.
Strategic/Corporate Buyers
We work with private equity groups and family offices that are pursuing platform investments or add-on acquisitions and require deep financial clarity beyond surface-level diligence.
Our role is to validate earnings quality, assess operational risk, and ensure the business can support both the acquisition structure and post-close growth strategy.
Private Equity & Family Office
Our Buy Side Process
Our buy-side process is built to support operators making high-stakes decisions with limited margin for error. Each phase is designed to create clarity, reduce risk, and support long-term value creation.
Step 1: Buyer Readiness & Strategy
We begin by aligning on acquisition criteria, return expectations, and risk tolerance. This includes reviewing capital structure, financing assumptions, and operator capacity to ensure the deal aligns with both financial goals and operational realities.
Step 2: Target Screening & Valuation
Potential acquisitions are evaluated through rapid financial triage to determine whether deeper diligence is warranted. This step focuses on identifying red flags early, validating earnings quality, and assessing the complexity of the business from an operator’s perspective.
Step 3: Diligence & Deal Support
Once a target advances, we conduct in-depth financial diligence and scenario modeling to understand performance under various outcomes. We support buyers throughout lender, legal, and broker interactions, providing financial clarity to inform final decision-making.
Step 4: Post-Close Execution
Following close, we assist with implementing financial infrastructure, reporting, and cash flow visibility. Our focus shifts to execution, helping operators track performance, improve margins, and establish a financial foundation that supports growth and scale.
From pricing to terms, we advocate relentlessly for your interests, ensuring you secure the best possible deal.
Interested in Buying?
Allow us to take an initial look at no cost.