500+ closings across ecommerce, SaaS, traditional, and digital services. We structure the deal, fight for the terms, and place the capital.
We guide and protect acquisition entrepreneurs, providing strategic insight on opportunities while representing the buyer's interests.
Buying a business is one of the largest financial decisions most operators will ever sign their name to, and the path from letter of intent to funded wire is full of technical, financial, and strategic landmines that quietly kill otherwise promising deals. The QoE lands with a 12% adjustment the seller didn't flag. The lender's term sheet arrives with a fixed-charge covenant nobody modeled. The working-capital peg turns into a five-figure argument on settlement day. Reps and warranties come back weaponized in the first purchase-agreement redline. And the exclusivity window is closing.
Advisory is the trusted seat next to the buyer from first CIM to wire. We read the CIM with you, underwrite the target's financials, redline the LoI in 72 hours, chair the weekly diligence call, shop the capital stack across the lender desks that will actually take the file, and run the purchase-agreement fight line by line. One advisor, one workstream, one fee, across a transaction that otherwise sprawls across six vendors and two of your weekends.
Because we live at the intersection of financing and acquisitions, every read we give you is grounded in what lenders will actually fund and what real purchase agreements look like at the closing table. No academic structure memos. No deal math that collapses at credit committee.
We've closed 500+ acquisitions across ecommerce, SaaS, digital, and traditional services, from $750K mom-and-pop Shopify brands to $250M sponsor-backed platforms. Whether you're a first-time buyer making the jump into ownership or an experienced operator adding to a portfolio, the work is the same: informed decisions, fewer costly missteps, and a structure that holds up a year past close. Buyers who hire a real advisor move confidently from opportunity to ownership.
One senior advisor handles all four offerings, from engagement to close.
Helping draft and negotiate winning letters of intent that hold up through financing and diligence, including seller notes, earn outs, transition support, and exclusivity periods, the critical deal terms brokers are not structured to negotiate on the buyer’s behalf.
From deal structure to final terms, you’ll negotiate from a position of strength, backed by a Senior Advisor who has structured and negotiated countless deals.
We run point on due diligence: organizing requests, reviewing financials and operations, flagging risks, and translating findings into action. You’ll have a Senior Advisor in the room who has been through dozens of diligence cycles.
We run point on financing outreach and procurement across all three programs, then guide the deal from LOI to closing, so you get the right capital stack and a clear path to the finish line.
No divided loyalties, no listing relationships to protect. We work for you
Ecommerce and SaaS are our focus, not a side practice. Hundreds of deals deep, our Senior Advisors understand the metrics, risks, and value drivers that generalist advisors miss.
Dozens of active lender relationships, and we know which ones actually fund deals like yours. We take a targeted approach. We go directly to the lenders whose appetite, structure, and process fit your transaction.
our senior advisors have structured, financed, and closed countless deals across every industry and deal size. You get pattern recognition built over decades, applied to your transaction from day one.
We run point on diligence: requests, reviews, timelines, and follow-ups. Some buyers prefer to drive their own process, which is fine. When they need help, we’re there.
Buying a business is one of the most consequential financial decisions you’ll ever make. We’ve guided countless buyers through it, from first-time acquirers to seasoned operators, and we bring that depth of experience to every transaction we take on.
Anonymized. Representative of Q1 2026 book.
A second-time founder retained us after an LoI on a DTC supplements brand ($3.2M TTM EBITDA, $14.8M ask) stalled in week four of diligence. The QoE had come back with a $480K add-back dispute, the SBA desk had pulled over concentration, and the seller's counsel was re-trading on working capital. We re-shopped the file to three FLEX desks inside a week, rewrote the peg on a 12-month trailing average basis, and negotiated a $350K indemnity carve-out in exchange for conceding the add-back. Wires went out 19 days later.
Tell us what's on your desk: a CIM, an LoI, a stalled diligence file. A senior advisor will return a written read with a view on fit, timeline, and what we'd do in the first week.
