We Are Your Deal Team Partner
Learn how we partner with Service Professionals – Accounting Firms, Law Firms, Business Coaching and Consulting Firms and Investment Banks
For business owners, private equity firms and their respective management teams. We focus on the best deal and less of the administrative, labor-intensive work related to deals
Reach out for current openings, and explore the fit with our team. We welcome your interest if you have a strong desire to learn about M&A and helping clients secure capital!
For Service Professionals
We partner with accounting firms large and small. Each of our partners in accounting share a common theme; that is, they have clients who want and need trusted assistance when an important or a series of important transactions needs attention. Clients of accounting firms value the input they receive from their accounting partner; we strive to be a resource for their clients and act as extension of one of the many services they provide.
We partner with law firms of any size. Attorneys frequently have clients who either don’t have the team or the experience to successfully navigate the complex M&A and capital markets. We offer our team and expertise to these clients and act as an extension of the legal services they are providing to their clients. With our team on board, these clients are then able to keep their focus on the day-t0-day and let us deliver better deal opportunities.
We even partner with investment banks and M&A firms. We have found that while these professionals may have tremendous expertise, experience and skill in various corners of the M&A or capital markets, we also see that these firms generally lack the collaborative technology to share with clients as well as the resources to manage increasingly extensive diligence processes. With these limitations, the client can be left in the dark, or worse yet, left picking up the slack for an incompetent or ill-equipped advisor on their most important deal. With our help, we not only eliminate that downside risk, we enhance the potential outcome with our platform.
We have also found that consultants and business coaches will frequently offer up tremendous ideas and strategies for growth but do not have the team or resources to execute on their vision for a client. We partner with these firms by acting as an extension of their services and give their team the incremental resources and expertise to bring their ideas to life. We can step in on any number of transaction initiatives such as carve-outs, divestitures, acquisition strategies, recapitalizations, growth investments – or all of the above in parallel.
For Business Owners and Private Equity Firms
Private family-owned and entrepreneur-owned businesses frequently represent the largest source of wealth for their owners. In other words, their business is their “baby”. Which means, when it comes time to consider a transformational deal for their business, the execution of such deal needs to be flawless. This is where Deal Team steps in – we ensure optimal execution. We maximize interest and minimize the distraction to your business.
More than any other party in a transaction, the private equity firm is frequently the most sophisticated. They have their pulse on the market; they have their pick of investment bankers they would like to hire. The following challenge, however, remains : Getting transactions done can still be very labor-intensive and fraught with risks that can be substantially mitigated with our model. Our Acquisition model is more efficient and produces best-in-class transparency and results.
