M&A execution on the factory floor.
We guide mid-market technology, manufacturing, and healthcare founders through high-stakes exits, acquisitions, and recapitalizations. We combine institutional-grade investment banking execution with boots-on-the-ground operational due diligence directly on the facility floor.
Precision advisory services
We protect enterprise value by analyzing physical operations alongside financial ledgers. Our advisors manage every phase of the transaction directly, ensuring your operational reality is respected by institutional buyers.
Sell-Side Advisory
Buy-Side Diligence
Transaction Readiness
We structure transactions to preserve enterprise value and prevent post-closing adjustments, preparing your business for rigorous buyer scrutiny.
We conduct comprehensive assessments that prepare private companies for intense institutional-grade due diligence and corporate boards for exits.
We analyze working capital peg definitions and uncover hidden operational or integration risks before you commit capital.
The DiligencePro process
Thirty years of corporate development and investment banking experience distilled into a structured, execution-focused framework designed to preserve value.
01 / Facility Analysis
02 / Capital Audit
03 / Deal Execution
We conduct boots-on-the-ground operational due diligence directly at your facilities, assessing manufacturing lines, clinical labs, or software codebases.
We audit working capital definitions and establish the transaction peg to safeguard against post-closing adjustments and value leakage.
We manage transaction flow, lead intense conference room negotiations, and coordinate legal teams to secure a clean, uncompromised close.