Transaction Advisory and Execution
We provide thoughtful and honest advice and a commitment to flawless execution of a successful transaction. Our team has decades of expertise in advising clients on several different transaction types, including sell-side and buy-side M&A, divestitures, growth-capital raises, minority & majority recapitalizations and debt financing.
Transaction Advisory
The sophistication of a large
investment bank, with the personal touch
of a boutique
Sell-Side M&A
Company sale via 100% exit for existing stakeholders such as founders, secondary owners, corporations or Private Equity
Private Equity Financed Recapitalizations
Transactions focused on partnering with a Private Equity firm, enabling them to purchase a minority or majority of equity ownership
Buy-Side M&A
Identifying and negotiating with add-on acquisition targets that enhance the acquirer/platform and increase value for subsequent exit
Capital Raising
Advisory services focused on securing the most strategic and least expensive equity or debt capital from trusted sources
Delivering high-profile transactions across established and emerging
technology companies transforming the world
Technology Services
AI, Data & Analytics
Snowflake, Databricks. SAP Hana, Alteryx, Apache, Cloudera, Dataiku, Datarobot, Qlik, Splunk
Cybersecurity
Fortinet, Palo Alto, Crowdstrike, Darktrace, Qualys
Software Development
Custom Development, Modernization, Cloud Dev Ops, CX Custom Dev Ops
Enterprise ERP
Salesforce, SAP, Microsoft, Adobe, Oracle, Workday
e-Commerce
Salesforce Commerce Cloud, Magento, Shopify, Squarespace, Optimizely
Managed Services (MSP)
Application Lifecycle Management (ALM), Help Desk, Application Infrastructure, Network Management, Security, Infrastructure
IT Service Management
ServiceNow, Atlassian, Ivanti, IBM, CA, BMC
Public Cloud
Azure, AWS, Google Cloud (GCP)
Procurement / Supply Chain
BluJay, Coupa, JDA, Manhattan, Oracle, SAP
RPA
Appian, Automation Anywhere, Blue Prism, Pega, UiPath
EPM
Anaplan, OneStream, Planful, Workday Adaptive Planning, Oracle Hyperion
Industry X
IFS (Poka), Siemens, Ignition, Rockwell, Honeywell, IBM, Aveva, PTC, KUKA
Growing and realizing value in the most innovative and dynamic sectors globally
Specialty Consulting
Financial Services Consulting
Regulatory, Risk, Cybersecurity, Service Personalization, Digital (Analytics, AI, ML, RPA), Fintech
RevOps Consulting
Sales, Marketing, Information Services
Engineering Services
Infrastructure, Environmental, Energy, ESG
Management Consulting
Strategy, Operations, Supply Chain, Procurement
Lifesciences Consulting
Regulatory, Commercialization, Market Access, Clinical Services, Quality, Pharmacovigilance
Human Capital
Organizational Development, Leadership, HCM, Recruitment
Performance Improvement Consulting
Supply Chain and Procurement Optimization, Business Optimization, Revenue Recovery, Expense Management
Contact Us
Have a question or want to explore how we can help your organization maximize value from your next deal?
Leave us a message, and our team will get back to you promptly.
