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Trusted Advisors for Complex Transactions

Our Services

Acquisition Search

Working with companies and investors to proactively identify proprietary investment and acquisition opportunities.

Sale of Business

Helping business owners achieve liquidity through a sale of their businesses via a direct negotiation, limited process or full auction.

Capital Raises

Working with high growth companies to raise institutional capital in support of their expansion plans.

Sell-Side Due Diligence

Meticulously analyzing a business from the perspective of a potential purchaser before it attempts a sale.


An independent third-party valuation of a business to support a preparation for sale, deal negotiation, or shareholder dispute.

Corporate Strategy

Outsourced corporate development including growth strategy, add-on acquisitions, minority investments, and strategic partnerships.

Mergers & Acquisitions

Acquiring a Business

Helping buyers identify and approach acquisition targets, negotiate the purchase and conduct due diligence.

Industry Roll-Up

Helping companies conduct a series of acquisitions in a fragmented industry to consolidate market share.

Executive-Led Buyout

Working with experienced operators to identify an industry thesis and execute targeted, investor-backed acquisitions

Preparing For Sale

Meticulously analyzing a business before a sale, allowing the owner to identify and address any potential due diligence issues.

Selling a Business

Helping owners exit their business and achieve liquidity by running either a broad-based or highly targeted sale process.

Minority Sale

Selling a portion of a business to buy out a partner, to provide liquidity for minority owners, or to stage the eventual sale of a business.

Family Offices

Direct Private Equity Investing

Leading your sourcing efforts for lower middle market and middle market buyout transactions.

Investment Thesis Development

Working with generalist family office groups to identify attractive areas for proactive investment.

Co-Investing with Family Offices

Coordinating co-investment opportunities between our family office clients and relationships.

Impact Investing

Deploying long-term capital in mission-driven areas that are aligned with the desired legacy goals of our family office clients.

Growth Advisory

Growth Capital

Raising institutional capital for profitable, growing companies from our broad network of family offices, private investment funds and specialty finance organizations.

Corporate Development

We help established companies supplement their organic growth with channel partnerships, joint ventures and various partnership structures.

Early Stage

An innovative fundraising service that helps early-stage companies raise venture capital without the usual impediments created by using an intermediary.

Contact Us

Our Address:

1934 Old Gallows Road
3rd Floor
Vienna, VA 22182