Selected M&A Engagements
Different sides of the table.
The same decision discipline.
The work changes with the mandate. The standard does not: clarify the objective, test the evidence, expose the risk and improve the decision before momentum becomes commitment.
Buy-Side Advisory · Completed Acquisition
Home Property Management III
Supported the buyer across transaction strategy, deal structuring, due diligence and negotiations in the acquisition of a property-management company.
Served as a strategic sounding board, kept participants focused on the consequential deal dynamics, identified risks and brought in key professional referrals that helped move the transaction across the finish line.
Outcome: Acquisition successfully completed with buy-side support through the transaction.
“His input during diligence and negotiations was particularly helpful—he asked the right questions, helped identify potential risks, and provided practical guidance on how to think through trade-offs and next steps.”
Timothy Hammesfahr · President, Home Property Management III Inc.Buy-Side & Growth Advisory · Buy-and-Build
Reliant Coffee
Advised the company on the buy side for its first acquisition, then helped leadership think beyond a single transaction toward a disciplined buy-and-build strategy using both platform expansion and tuck-in acquisitions.
The work included reviewing transaction terms, offering independent recommendations and mapping how inorganic growth could complement the company's operating strategy, capital structure and existing expansion plans.
Broader mandate: Strategic advisory during rapid growth, including organizational development, more than $1 million in equipment financing and a $4.2 million venture-debt term sheet.
First AcquisitionBuy-and-BuildTuck-InsDeal TermsCapital Strategy
Acquisition and growth advisory
Confidential · Platform Diligence · Venture Studio
Testing a platform thesis before capital commitment
Advised a venture studio evaluating a platform-company opportunity anchored by an initial business and two additional acquisition targets already under letters of intent.
Reviewed seller materials and management discussions, reconciled financial presentations, examined EBITDA adjustments and valuation assumptions, and assessed integration dependencies across the proposed platform.
Decision support: Recommended continued diligence while clearly separating support for further investigation from acceptance of the proposed valuation.
Platform ThesisCommercial DiligenceFinancial ReconciliationIntegration RiskGo / No-Go
Company identity withheld
Owner-Side Advisory · Exit Readiness
TVA Media Group
Advised the founder of a 32-year-old company after he first raised the possibility of a sale. The work began before a formal market process—when preparation could still improve leverage, readiness and the quality of future buyer conversations.
Provided checklists and practical guidance on positioning the company for maximum value, asking the right questions, preparing for due diligence and presenting the business effectively.
“He immediately gave me checklists and insights on how to best position our company for maximum value—what questions to ask, how to prepare for due diligence, how to put our best foot forward.”
Jeffrey Goddard · Founder, TVA Media Group