Three Disciplines.
One Integrated Advisory.

Practice Area 01

Operating &
Governance Advisory

We operate at the intersection of financial strategy, organizational design, and board-level governance — equipping management teams with the infrastructure to perform under institutional scrutiny.

• Fractional CFO and interim executive leadership ($10M to $1B+ revenue)
• Financial reporting infrastructure and investor-grade KPI frameworks
• Board presentation design and investor relations strategy
• ERP selection, implementation oversight, and financial systems architecture
• Digital transformation strategy for enterprise and mid-market companies
• Organizational restructuring and financial controls buildout
• Pre-transaction operational readiness for M&A and capital processes
• Strategic transformation advisory for corporate divisions and subsidiaries

Practice Area 02

M&A & Transaction
Advisory

We have structured, negotiated, and closed transactions across the full complexity spectrum — from founder-led exits at $25M to cross-border strategic mergers exceeding $250M. Execution certainty is our deliverable.

• Buy-side and sell-side M&A advisory across all transaction sizes
• Cross-border acquisition structuring and multi-target roll-up advisory
• Strategic merger advisory — bilateral due diligence and dual-entity valuation
• Transaction structuring: stock purchases, earn-outs, convertible preferred instruments
• Synergy analysis, pro forma modeling, and combined entity capital structure design
• Founder exit advisory — sale preparation, buyer identification, and negotiation
• VC portfolio exit advisory — process management and premium positioning
• Reverse merger and public market entry advisory

Practice Area 03

Capital Formation

We engineer capital structures and manage formation processes for growth-stage companies, independent sponsors, and emerging fund managers. Our experience spans equity raises, convertible instruments, fund formation, and public market transactions.

• Equity capital raises — seed through growth (Series A, B, and beyond)
• Convertible note and SAFE structuring for founder-friendly capital
• Venture debt and growth lending advisory
• Fund formation and GP advisory for emerging managers
• LP/GP economics design — management fee, carry, waterfall structures
• Self-funded ManageCo vehicle structuring
• PIPE transaction advisory for public companies
• PPM preparation and SEC filing coordination for reverse merger transactions