M&A Advisory

Transaction Readiness

Your Transaction Quarterback at
Every Step

We work with our clients at every stage in a transaction to ensure you are supported, connected and protected.
Learn more

In a rapidly evolving business world, navigating the twists and turns alone can be quite challenging. Our team brings a wealth of experience in advising companies, investors, boards, and management teams, offering valuable insights to enhance operational efficiency and financial performance. Our advisors specialize in:

  • Reviewing historical financials and management projections
  • Identifying and tracking key performance indicators
  • Analyzing earnings and non-recurring items
  • Enhancing EBITDA and maximizing the value of your company
  • Preparing and managing data room
  • Quarterbacking the Due Diligence Process
  • Identifying and negotiating with investment banks and M&A attorneys
  • Personal planning to prepare you and your family for life after the transaction

Our comprehensive solutions help streamline the management of your accounting and technology needs, with our team of advisors ready to guide you through any challenges you may face. With our cost- effective services, you can have peace of mind knowing that your finances are in capable hands.

Meet the team

Frank Iannelli

Managing Director

Derrick Bradford

Senior Associate

Derrick Bradford

Senior Associate

We look forward to
working together

Please submit the form to the right and a member of our team will be in touch.

Questions? Contact an advisor.

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