Consulting Services

We have been successful executives of venture-backed companies, investment bankers, and auditors at big four accounting firms. We leverage this experience for you

Custom Business Intelligence Systems

We have been successful executives of venture-backed companies, investment bankers, and auditors at big four accounting firms. We leverage this experience for you.

Strategic Alternatives

Insightful analysis of your available strategic alternatives from a team that has worked on a broad array of both large and small transactions. A team with no agenda; just delivering great advice and analysis.

Capital Raising

For companies with material market traction, we have great relationships with the top sources of growth equity and debt financing. These relationships were built over years as investment bankers and CFOs of high performing companies.

Due Diligence Support

Whether you are buying or selling a business, we can help you through the due diligence process as an extension of your team and its capabilities. As ex-CFO’s and investment bankers, we have been through it all and know what to look for.

Transaction Analysis

As you evaluate a transaction, we can help with Accretion/Dilution modeling, 280G analysis (Golden Parachutes), waterfall analysis (proceeds by share class), and any other challenging transaction modeling to help you make the best possible decision.

M & A Advisory Services

We’ll either help you secure the right investment banker for your situation, or if you already have a buyer or target and don’t want to retain an investment banker, we can advise you through the transaction.