What working with us
actually looks like.
Three steps. Honest answers. No theater. Brokers and sellers should know exactly how a process with us moves before they decide whether to start one.
01
Initial fit
Days, not weeks
You send a CIM, a one-pager, or a few sentences about the business. We read it against the buy-box.
Within five business days, you get one of three answers: yes (let's NDA), no (here's why), or specific clarifying questions before we decide. We do not ghost. We do not say 'maybe.'
What we need from you
- ·A summary of the business: industry, revenue, EBITDA, geography, owner situation
- ·No NDA required at this stage
02
NDA & diligence
4–8 weeks
Once we agree the deal is in the box, we sign an NDA and dig in. The diligence is ours, but the questions are direct: financial quality, customer concentration, operational risk, key-person dependency, capex backlog, regulatory exposure, and people.
You will work with the principal directly throughout, not an associate. Where we need a domain specialist (legal, environmental, technical), we bring them in. The bench is real and engaged per mandate.
What we need from you
- ·Three years of financials (P&L, balance sheet, tax returns)
- ·Customer concentration and revenue mix
- ·Equipment list, lease/contract summaries
- ·Org chart and key-person dependencies
03
Term sheet to close
8–16 weeks post-NDA
We issue a term sheet that reflects the diligence, including any structural elements (rollover, earn-out, transition support) that align both sides. We do not retrade. If diligence surfaces a material issue, we flag it immediately and renegotiate explicitly, not silently.
Closing is run cleanly with experienced M&A counsel. Most transactions close 8–16 weeks after term-sheet signature, depending on industry and complexity.
What we need from you
- ·Counsel of your choice
- ·Reasonable cooperation on closing conditions
- ·Clear signal on what matters most to you in the transition