Recent Engagements
My work covers a wide variety of industries and companies and I only engage with a small number of clients at a time. This approach allows us to dive in deeply with each client and apply our expertise and resources working toward ideal outcomes.
M &A Advisory - Recent Transaction Highlights
• 3rd generation CNC manufacturer sold to $250m privately owned industry leader
• Silicon Valley construction co. sold to Fortune 600 co.
• 2nd generation Nor Cal wholesale distributor sold to publicly traded industry leader
• 35-year medical practice sold to PE owned national industry leader
• SF specialty retailer plus real estate sold to privately owned largest competitor
Exit and Succession Work
My primary work is project advisory services around three types of exit and succession.
* First, as the primary deal advisor, I help clients to properly prepare for sale, build company value, negotiate the structure and terms of the deal and manage the process and teams from start to finish.
* Second, I help clients to build the management and leadership skills of the next generation, and structure and negotiate the transfer of control and equity.
* Third, I help clients with due diligence and negotiations to acquire assets and businesses.
