Phone
+1(949)289-9623

Mailing Address
POBox 74462
San Clemente, CA 92673

Work Hours
MO - FR: 7AM - 7PM

Your trusted advisors

Our Services

CEO & Board of Directors Advisory

Whether you’re thinking about exiting your business tomorrow, next month, or in five years, we’re here to advise you along your journey on strategies for innovation, growth, transformation, and exit, as an external advisor or board member. With more than 37 years of experience, we focus on unlocking and maximizing your company’s growth and profitability, talent utilization, and innovation, ultimately staging you for an optimal exit.

Sell-side M&A Representation

We specialize in sell-side mergers and acquisitions, prioritizing the identification and engagement with the ideal buyer for our clients’ companies. This involves considering not only the financial terms of the transaction but also ensuring a compatible match for our clients’ leadership teams and their employees.

A key aspect of our approach is the international scope of every transaction. We actively seek out international buyers, as they frequently present higher valuation opportunities in cross-border deals.

Our expertise extends to assisting clients in planning, negotiating, and finalizing deals that provide liquidity and facilitate their exit strategies.

Buy-side M&A Representation

Our expertise lies in aiding buyers and investors in acquiring businesses valued between $5 million and $200 million.

We provide buy-side advisory services aimed at assisting our clients in identifying, attracting, and engaging with potential M&A and investment opportunities across North America, Europe, the Middle East, Asia, and Australia.

Our services are particularly beneficial for large corporations aiming to expand into new geographical areas without local M&A capabilities or for those seeking to augment their target acquisition scope. This is especially relevant for U.S. and European companies that may lack sufficient M&A target coverage.

Pledge of No-Conflict
We are steadfast in our commitment to uphold the highest standards of integrity and transparency in all our engagements. We recognize the potential for conflicts of interest between sell-side and buy-side activities. In light of this, we pledge to maintain a strict separation of duties and information barriers to ensure that our recommendations and decisions are always made with our clients’ best interests in mind. We believe that our dedication to these principles not only sets us apart in the marketplace but also serves as a foundation for building long-lasting, mutually beneficial relationships with our clients.