Advising founder-led and mid-market businesses on succession, growth, and strategic transactions.
Independent M&A and capital advice, working directly with owners, management and boards to shape strategy, prepare businesses for institutional scrutiny, and lead complex transactions to completion.
What We Do.
Ownership Transition
Advising on sales, succession and ownership change to manage value, risk and transaction complexity.
Transaction Readiness & Value Optimisation
Positioning the business to maximise value through strategic refinement and strengthened commercial, operational, and financial foundations.
Growth Capital
Independent advice on growth capital and strategic investment, ensuring appropriate structure and aligned objectives.
Strategic &
Capital Restructuring
Independent advice on complex strategic or capital decisions, bringing clarity, structure and informed judgement.
Our Approach.
Every transaction begins with clarity of objective and a deliberate plan to achieve it.
We work closely with founders and boards to prepare the business, sharpen the equity story, articulate value credibly, manage investor engagement and lead negotiations through to completion.
Our Clients.
We advise founder-led and mid-market businesses generating $2m–$20m EBITDA that are approaching a sale, recapitalisation or institutional capital transaction.
We work with businesses at an inflection point where ownership, capital structure or strategic direction must evolve to support the next phase of growth or transition.
Preparing for a strategic transaction?
Early preparation materially impacts transaction outcomes.
We welcome confidential discussions with founders and shareholders evaluating strategic options.