Focus and Services

Focus

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Insurance Brokerages

Deep experience advising brokers on strategic sales to private equity and national platforms.


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Insurance Brokerages

Deep experience advising brokers on strategic sales to private equity and national platforms.


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Insurance Brokerages

Deep experience advising brokers on strategic sales to private equity and national platforms.


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Healthcare Services

Sell-side advisory for providers, laboratories, and niche operators navigating consolidation and investor interest.


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Healthcare Services

Sell-side advisory for providers, laboratories, and niche operators navigating consolidation and investor interest.


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2

Healthcare Services

Sell-side advisory for providers, laboratories, and niche operators navigating consolidation and investor interest.


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Cross-Border Transactions

Helping international founders access U.S. buyers and capital through expertly managed exits.


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Cross-Border Transactions

Helping international founders access U.S. buyers and capital through expertly managed exits.


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3

Cross-Border Transactions

Helping international founders access U.S. buyers and capital through expertly managed exits.


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Founder-Led Businesses

Hands-on M&A support for privately held businesses ready for their next chapter.


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Founder-Led Businesses

Hands-on M&A support for privately held businesses ready for their next chapter.


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4

Founder-Led Businesses

Hands-on M&A support for privately held businesses ready for their next chapter.


Services

Mergers &
Acquisitions

We manage the full sale process and strategic options - from buyer outreach to closing—so you can focus on running your business while we get the deal done.

We manage the full sale process and strategic options - from buyer outreach to closing—so you can focus on running your business while we get the deal done.

Valuation
Services

We deliver clear, market-driven valuations to help you understand your company’s value — whether you're planning ahead or preparing to sell.

We deliver clear, market-driven valuations to help you understand your company’s value — whether you're planning ahead or preparing to sell.

Financial
Consulting

We offer financial guidance and CFO services to help you prepare for growth, improve performance, or get ready for a future exit.

We offer financial guidance and CFO services to help you prepare for growth, improve performance, or get ready for a future exit.