Services

What we deliver: The business (equity or assets), not just the technology. We lead the entire transaction—from readiness assessment, capital story design, and valuation framing to targeted buyer/investor engagement, negotiations, and closing. This includes end-to-end deal packaging and, where aligned, introductions to strategic and capital partners from our high-trust network.

When to use: You are 6–18 months from a company exit or recap and want a dedicated transaction leader who will manage buyer engagement, structure terms, and drive the deal to a premium close.

Who this is for: Owners/boards/CFOs in tech-enabled services, SaaS, manufacturing, logistics, healthcare tech. Revenue $10M–$200M; valuation $20M–$500M.

What we deliver: The intellectual property (or an IP-centric entity), not the whole company. We lead the complete transaction—building the capability story, mapping and engaging strategic buyers, producing technical and market materials, negotiating terms and structure, and managing the process through to a signed deal (sale, license, or JV).

When to use: The IP is the primary value driver and a strategic buyer can create outsized value by embedding it into their product, platform, or roadmap—faster than you can alone—and you want a dedicated deal lead to make that happen.

Who this is for: Founders/boards/PE op teams in SaaS, cybersecurity, advanced manufacturing, data/AI & analytics. Revenue $5M–$50M; asset valuations $10M–$200M+.

What we deliver: A cohesive, end-to-end process to position your company for a direct listing and maximize its post-listing strategic leverage. We lead the capital story design, investor materials, market preparation, and coordination with specialist execution teams—ensuring precision, speed, and market readiness at every stage.

When to use: You want the benefits of public-company status—valuation uplift, liquidity options, and capital access without IPO dilution, lockups, or underwriting constraints.

Who this is for: Founders/boards/CFOs in SaaS, fintech, cybersecurity, data/AI, advanced manufacturing. Revenue $25M–$250M; valuation $50M–$1B+.

What we deliver: A complete joint venture structure from partner identification to executed agreement—covering governance, commercial terms, and integration approach.

When to use: You want to accelerate growth, enter new markets, or add capabilities without full acquisition risk and capital requirements.

Who this is for: CEOs/boards/corp dev in energy, tech, industrial services, specialized logistics, cross-border growth. Partners $10M–$500M revenue; JV scope $5M–$100M.

What we deliver: Hands-on leadership in reshaping negotiation strategy, re-anchoring terms, and restoring leverage to secure the best possible outcome. Includes leverage mapping, narrative reset, live deal coaching, and sequencing tactics to move stalled or high-tension discussions to close.

When to use: A high-value deal is stalling, leverage has shifted away from you, or the other side’s positioning is eroding your terms—and timing demands decisive intervention.

Who this is for: Executives/boards/deal teams in M&A, JV/partnerships, enterprise B2B, IP licensing. Revenue $10M–$500M; deal scope $5M+.

What we deliver: A full strategic sales architecture to win complex, high-value B2B opportunities. This includes deal diagnostics, value reframing, executive sales involvement, and channel optimization.

When to use: You have a strategic deal in play that is too important to lose or want to accelerate a pipeline of complex opportunities into closed revenue.

Who this is for: Sales leaders/founders/boards in tech, cybersecurity, capital-intensive B2B, enterprise services. Revenue $5M–$250M; deal size $500K–$50M+.