Mergers & Acquisitions
Buy, sell, or merge, on the right terms.
Buy-side and sell-side representation for founders and owners. David spent thirty years on the institutional side of these deals, so nothing across the table catches you off guard.
A deal shows you what it is fast. The trick is knowing what you're looking at before the other side does.
How a deal gets done
Nothing on the table surprises you.
Valuation
What it's really worth, and the story that makes a buyer or a target see it that way.
Counterparties
The right buyers, sellers, or partners, sourced from a real network and approached quietly.
Structure
Price, terms, and what happens after, built so the number on the page is the number you keep.
Negotiation and close
Run by someone who has sat on the institutional side, through diligence all the way to signature.
What you get
The deal, handled end to end.
David runs it himself, discreetly. You get an institutional read on every number and every counterparty, not a broker chasing a fee.
- A real valuation and a defensible number
- The right buyers, sellers, or partners, sourced discreetly
- Deal structure that protects your side
- Negotiation run by an institutional veteran
- Diligence managed all the way to close
Who this is for
Founders and owners buying, selling, or merging. Serious about a real transaction, not a tire-kicking valuation exercise.
Not sure that's you? The intake will tell us both, honestly, in about four minutes.
Thinking about a deal? Let's talk.
Start with a short intake. It's the fastest way onto David's calendar, and it means the first call starts from a real place.
Start your intake