Strategic advisory is specialized in offering independent, transaction experienced advice outside a full sell-side. Our mission is to assist owners in assessing strategic options, learning about valuation and deal dynamics, and analyzing risk without any sense of pressure to transact.
We become a sounding board, advocate, and advisor in the moments that may have far-reaching value, control and legacy implications.
We help owners assess options such as:
Holding versus selling
Partial liquidity or recapitalization
Growth equity investment
Strategic partnerships or joint ventures
Acquisitions as a growth strategy
Each option is evaluated based on value, control, risk, and alignment with personal objectives.
Strategic advisory can give you insight, confidence, and leverage to transact today and in future or not at all. Without independent advice, owners risk:
Strategic Advisory is ideal for founders unsure if now is the right time to sell and for owners evaluating unsolicited offers or for businesses considering growth equity or recapitalization and entrepreneurs navigating high-stakes financial decisions.