Helping founders in the Western U.S. navigate the sale of their company with clarity, confidence, and purpose.
Selling your company is one of the most important financial and personal decisions of your life. I help owners of lower middle market companies navigate the full sell-side M&A process — from valuation and positioning to buyer negotiations and closing — with clarity, confidentiality, and a focus on your goals.
Specialization
Staffing
Helping staffing, recruiting, and talent solutions founders navigate sell-side M&A — from valuation to closing.
IT and Technology
Advising MSPs, IT services, cybersecurity, and tech-enabled companies on strategic exits and acquisitions.
Real Estate & Consturction
Guiding construction services and real estate company owners through the full M&A process.
Case Studies
Technical Staffing Firm
Acquired by an international offshore staffing provider seeking to expand U.S. market presence. Transaction value: $30 million.