M&A · Private Equity · Family Offices
Institutional grade. A fraction of the cost.
Deal-time diligence, post-close integration, and technology optimization — built so your team inherits the machine and runs the next deal without us. No open meter, no dependency.
The deal lifecycle
From diligence to hand-off.
Before close
Pre-Close Assessment. Stress-test the integration assumptions in the deal model before you sign — draft 100-day plan, scope, staffing, and risk, delivered around the DD readout.→
First 100 days
Full Integration. Day 1 readiness through stabilization — finance, GTM, delivery, culture. Scaled to deal complexity, clean tuck-in to multi-entity.→
Hand-off
Capability Install. Your team inherits the frameworks and the AI leverage. Every deal after this one lands faster — without us in the room.Beyond the deal
The technology stack as an EBITDA lever.
Most spend optimization stops at the cost line. We work both sides — cost (waste recovery, renegotiation, consolidation) and value (switching underperforming tools, AI-native replacement). Advisory engagements move to a gain-share model: measured on verified net savings against a documented baseline, capped, and you don't pay for value that doesn't land.
Readiness Scan
Diligence layer
- →Pre-close assessment of the target's CRM maturity, data quality, and process readiness
- →Tech-agnostic migration options with risk ratings
- →Prioritized 90-day integration roadmap, before you sign
Readiness Dashboard
Visibility layer
- →One live reporting layer across every holding — Salesforce, HubSpot, Pipedrive, Excel, anything
- →No forced migration; every company keeps its own system
- →Natural-language querying for leadership — no SQL, no BI tool
Readiness Growth
Value-creation layer
- →Newly acquired sales teams from a 2/10 to an 8/10 in 30–90 days
- →AI-constructed ideal customer profiles and managed outreach
- →Milestone-gated: we don't scale until adoption is confirmed
Engagements are scoped to deal complexity and portfolio size. Pricing on request — every engagement begins with a scoping conversation.