Our Team’s
Proven Track Record
YEARS OF COLLECTIVE EXPERIENCE
DEALS COMPLETED
AGGREGATE TRANSACTION VOLUME
Our Strategic
Framework
A structured, end-to-end approach to transaction execution
1
We work with you to define strategic goals, target valuations, ideal buyer, investor or LP profiles, timing expectations, and preferred deal terms to ensure alignment with your objectives.
We then conduct detailed market research to ground your strategy in current conditions by analyzing valuation and deal benchmarks, assessing competitive positioning, and understanding investor, buyer or LP appetite.
This allows us to provide clear guidance on valuation ranges and deal structures.
2
Materials & Messaging
We create tailored transaction materials that clearly tell your story and highlight key metrics and market differentiation. This includes investor and buyer presentations, teasers or one-pagers, outreach messaging and scripts, FAQs for handling objections, and positioning that emphasizes growth, profitability, and your strategic narrative.
3
Strategic List Segmentation
We develop a targeted outreach list tailored to your goals and market segment by identifying the most relevant buyers, investors, or LPs. We analyze their historical activity, check sizes, and use custom intent-based signals to understand their deal appetite and identify those actively interested in similar deals.
4
Network & Outreach
5
Meetings & Introductions
We set up meetings with carefully screened buyers, investors, or LPs, ensuring conversations are qualified, efficient, and productive. To help you prepare, we conduct pre-meeting due diligence on investors, refine your materials and messaging based on feedback, and support you in clearly and confidently communicating your strategic story, value drivers, and differentiation.
6
We guide you through the negotiation and execution phases with strategic clarity, speed, and confidence. This includes everything from setting up and optimizing the data room to aligning pre-closing terms with a clear communication strategy, through to final closing logistics. We maintain competitive tension and momentum while coordinating due diligence.
Investor & Buyer Types in Our Network
Our network spans both investors and strategic buyers across the US and Europe, with deep connections to trusted partners ranging from institutions and family offices to active acquirers, angels, and retail investors.
Corporate &
Institutional
Individual Investors (HNWIs, Angels & Accredited Retail)
Qualified individuals who invest or acquire. This group ranges from hands-on angels and high-net-worth individuals prioritizing early access, and founder alignment, to accredited retail investors seeking straightforward opportunities.
Family Office, VCs & PEs
Growth-minded capital partners with deep experience across both investments and acquisitions. Focused on trusted deals that align with long-term strategy and structured exits.
Intelligent, Intent-Based Targeting
We don’t spray and pray. Leveraging AI and proprietary intent signals, we identify investors and buyers actively seeking opportunities like yours, matching you with partners aligned to your sector, stage, and vision.
Full-Service Transaction Support, Not Just Introductions
We guide you end to end, covering things like investor and buyer positioning, deal structuring, introductions, term sheet negotiation, and due diligence. Our hands-on approach ensures your story resonates while protecting your cap table and maximizing valuation or deal value.
Direct Access to a Global, Curated Investor & Buyer Network
Leverage our trusted, pre-existing relationships with active, aligned investors and strategic buyers across the US, Europe, and beyond. We help secure capital and partnerships that deliver value beyond just money, including but not limited to distribution channels, talent networks, and strategic collaboration.
Founder-First, Boutique Attention with Institutional-Quality Service
Current Markets
Strategically positioned throughout the U.S. and Europe, supported by a well-established network of investors and strategic buyers across both regions.
