M&A & Capital Advisory

We provide selective M&A and capital advisory to founders and mid-market companies navigating moments of transition, growth, or liquidity.

Transaction Readiness & Value Assessment

Before entering a transaction, we help clients establish a clear, independent view of value and readiness.

Our work may include:

Strategic and commercial diligence
Independent valuation and deal-readiness assessment
Identification of value creation levers and synergies
Early integration or separation considerations

This preparation ensures transactions are driven by strategy, not urgency.

Growth & Value Creation Ahead of Capital Events

Our M&A work is closely connected to our broader advisory capabilities.

Where appropriate, we support clients ahead of transactions with:

Strategic repositioning and growth planning
Go-to-market and revenue acceleration
Digital, data, and AI-enabled transformation
Platform, brand, and operating model strengthening

The objective is simple: to improve optionality and outcomes before capital is involved.

From Preparation to Execution

When transactions proceed, we remain actively involved to protect continuity and value.

Our support may include:

Day One and Day 100 readiness
Integration or carve-out planning
Value realisation tracking
Alignment across leadership and stakeholders

We focus on practical execution without unnecessary complexity.

Who We Work With

We typically work with:

Founders and owner-operators
Family-owned and entrepreneur-led businesses
Mid-market companies preparing for scale or transition
Corporates pursuing strategic acquisitions

Engagements are selective and senior-led, ensuring focus, discretion, and alignment.

Value Creation Comes Before the Transaction

Our approach starts well before a transaction and extends beyond it. Rather than leading with process, we focus first on strengthening the business, strategically, operationally, and commercially, so that any capital event is entered from a position of clarity, leverage, and long-term intent.

How We Approach M&A

We believe successful transactions are built, not rushed.

Unlike traditional advisors who concentrate narrowly on deal mechanics, we work closely with founders, boards, and management teams to ensure the business itself is ready, properly positioned, clearly articulated, and aligned around the right outcome.

Our role is to bring judgment, structure, and perspective to complex decisions, while remaining closely involved throughout execution.

Our M&A Focus

We advise selectively across three core areas:

Sell-Side Advisory

Supporting founders and shareholders through full or partial exits, strategic sales, and recapitalisations. We help shape the equity story, prepare the business for market, and engage the right counterparties under the right conditions.

Buy-Side Advisory

Advising corporates, founders, and investors on acquisitions aligned with long-term strategy. Our work includes target identification, strategic fit assessment, and execution support through to completion.

Capital Strategy & Structuring

Advising on growth capital, minority investments, and alternative capital structures to support expansion, repositioning, or longer-term value creation without forcing premature exits.

Let’s Discuss What Comes Next

If you are considering a transaction, or preparing for one and want an advisor who understands both the mechanics of M&A and the realities of building businesses, we’re open to a conversation.

Request a call and receive a candid, tailored perspective on your options and next steps, no obligations, no strings attached.

Schedule a call