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Investment Banking

Buy-Side Advisory: Strategic Guidance for Growth

Accelerate Growth with Custom, Targeted Acquisition Strategies

Results-Driven Buy-Side M&A Strategy: We become an extension of your team, leveraging deep operational and industry insights to craft a tailored M&A strategy that accelerates growth. By understanding your goals, we identify and engage with target companies that fulfil your objectives, ensuring each acquisition creates shareholder value. Our approach delivers exceptional outcomes through strategic, focused solutions.

175

clients served

20

person dedicated team

80

transactions closed

200

net new targets identified weekly

Buy-Side Process

High-Touch Process: A Trusted Advisor for Your Growth Strategy

01

Industry Expertise

Our industry focused teams operate in the same markets as our clients, bringing unmatchable level of insight. With an extensive network of contacts and deep sector knowledge, we don’t just identify strategic opportunities—we collaborate closely to understand your growth objectives, positioning acquisitions to create value for both the buyer and the target. This strategic alignment helps generate enthusiasm and drive more favorable transaction outcomes for everyone involved.

02

Senior M&A Experience

By integrating deep industry knowledge with financial expertise, we offer a strategic, hands-on approach to every engagement. This blend allows us to provide informed perspectives on opportunities, helping to educate sellers and guide clients through intricate negotiations. We focus on reducing transaction risks through tailored deal structures, ensuring that each deal aligns with your long-term growth objectives. Our priority is not just completing transactions, but executing the right deals that drive sustainable value.

03

Dedicated Buy-Side Focus

We offer a dedicated team with buy-side specialization, providing the corporate development leverage you need to identify acquisition opportunities that others can’t. Acting as an extension of your team, our experts pride themselves on cultivating and creating sellers not just finding them. Our team can support with initial sourcing of acquisition targets or every aspect of the deal process, from target identification to due diligence and integration support, ensuring seamless execution and alignment with your objectives.

04

Robust Process Management

Our project management approach is both rigorous and thorough. We guide our clients through every stage with acute attention to detail, strategic planning, and proactive communication, mitigating risks and enhancing certainty of close. Our robust process ensures no opportunity is overlooked, and every aspect is managed with precision.

05

FINAO: Failure Is Not an Option

It’s more than just a mantra—it’s the cornerstone of our approach to buy-side advisory. Our relentless pursuit of success drives us to leave no stone unturned in sourcing the right opportunities and executing on our clients’ acquisition strategies. With a mindset rooted in grit and tenacity, we push beyond the expected, ensuring that every transaction we pursue aligns with your growth objectives and delivers results that reflect our unwavering commitment to success.

Recent Transactions

Buy-Side
View Transaction

Kano Laboratories, makers of Kroil

a portfolio company of Gryphon Investors, has acquired SuperLube, the operating assets of Sysco

Our Team

Our Buy-Side Advisory Experts

Andrew Keleher

Managing Director, Sponsor Coverage

Dan Almon

Director, Sponsor Coverage

Matt Ball

Vice President, Buy-Side Advisory

Jenn Butka

Senior Analyst, Buy-Side Advisory

Jeremy Caulkins

Associate, Research Analyst Lead, Buy-Side Advisory

Patrick Conlan

Associate, Buy-Side Advisory

Nicole Darveau

Analyst, Buy-Side Advisory

Sam Finney

Analyst, Buy-Side Advisory

Luke Gustavson

Analyst, Buy-Side Advisory

Scott Harrington

Associate, Buy-Side Advisory

Danielle Kaidanow

Associate, Buy-Side Advisory

Zach Kalman

Associate, Buy-Side Advisory

Bridget McGillicudy

Associate, Sponsor Coverage

Will Sheehan

Senior Analyst, Buy-Side Advisory

Brian Steffens

Managing Director, Buy-Side Advisory

Ben Stevenson

Senior Associate, Buy-Side Advisory

Why Clients Choose Us

Strategically Qualified Opportunities

Using our industry knowledge, we identify and qualify targets to ensure they fit your strategy, ensuring managements time is invested with the highest priority and actionable deals.

Unlock Proprietary Deals

Gain access to off-market, proprietary opportunities that align with your growth goals. One on one negotiations increase certainty of close and more favorable deal terms.

Capture Market Intelligence

We have our ear to the market, benefit from our localized knowledge from speaking with CEO’s and founders every day. We uncover and learn of critical intelligence that helps further develop your long-term strategy.

Maximize Exit Value

Senior investment banking professionals ensure the acquisition strategy is tailored to maximizing exit value for shareholders based on our intimate knowledge of the buyer landscape at exit.

Experienced Partners with Real-World Insight: We’ve Managed Businesses Like Yours.

Contact

Let’s talk about how we can help your business.

Whether you are experiencing strong growth or periods of distress, our team is exceptionally prepared to support your strategic objectives with bespoke solutions. There is no one size fits all approach.