We are full-service bankers providing unmatched experience, industry knowledge, relationships and ability to execute optimal transaction outcomes.
Independent
We’re 100% principal-owned. We built our company and love what we do. We ourselves are founders and entrepreneurs; we have worked with the “big name” banks as well. We know we can deliver for you.
Long-Term
We’ve been at this a long time. We work with clients over many years, frequently through several transactions. We don’t “rush” a deal; we work as long as needed to get the best deal completed for you.
Connected
We know virtually every acquirer and investor in the consumer space. They ask us what we think and they ask for our opinions. Regular interaction quarterly (or more) with over 50+ global strategic acquirers.
100% Consumer Focused
We only do consumer.
We believe that we know it better than anyone. We know how to talk about your company and its opportunities.
Lead Industry Gatherings
We bring the leading consumer-focused acquirers and investors together several times a year through sponsoring and hosting can’t-miss networking and content events throughout the year.
WE WORK WITH CLIENTS BOTH
BEFORE AND DURING THE PROCESS.
PRE-PROCESS
PROCESS
We know how to make deals happen in the innovative product space. We consume it. We breathe it. We live it. It is our privilege to reward your risk, your brand’s passions, and to represent your life’s work with investors who share the ability to see the value in what you’ve built.
We know how to make deals happen in the innovative product space. We consume it. We breathe it. We live it. It is our privilege to reward your risk, your brand’s passions, and to represent your life’s work with acquirers and investors who share the ability to see the value in what you’ve built.
Calling Program
We generate strong interest and provide requested diligence materials
Meetings
We are on email and phones constantly and at meetings. We manage it all
Diligence
We manage the Data Room. We know what will be asked and have answers ready
Marketplace
We create a competitive process designed to generate multiple offers
Closing
We lead negotiations to help create the best-possible outcomes
Executive Summary & Confidential Information Memorandum
We craft the best story possible in your marketing materials using our expertise and in-depth data. We know what matters and we bring that story to life. We sell. We make you look good.
Financial Model
We build detailed, highly-complex, easy-to-understand bottoms-up financial models using airtight assumptions
Buyers List
We leverage our massive network to compile the best list of investors/acquirers tailored for you
TO US, IT’S PERSONAL.
We tell your story, identify growth opportunities, then bring them to life, so acquirers and investors take notice.