INDEPENDENT M&A SERVICES
Engaging me as your independent M&A professional provides you with flexible, project-based expertise tailored to your specific transaction needs. With extensive experience across consumer & retail and real estate sectors, I have successfully worked on deals ranging from $15 million EV to over $1 billion EV. My services include financial modeling, investor-ready documentation, and strategic advisory without the overhead of a full-time hire. By partnering with me, you gain access to high-level M&A support, ensuring efficient execution, personalized solutions, and an objective perspective to drive optimal outcomes for your business.
Financial Modeling
Building detailed financial models to evaluate transactions, forecasts, and company valuations.
Investor-Ready Documentation
Preparing comprehensive pitch decks, information memoranda, and other key documents for potential investors or buyers.
Negotiation Support
Providing expertise in deal negotiation, helping clients secure favorable terms and manage stakeholder expectations.
Transaction Support
Assisting with mergers, acquisitions, and capital raising processes, including due diligence and deal structuring.
Valuation Analysis
Conducting in-depth company valuations, utilizing various methodologies to assess a company's worth in the context of a potential deal.
Project-Based Flexibility
Offering services on a project basis, providing companies with the flexibility to engage M&A expertise only when needed.
Strategic Advisory
Advising companies on mergers, acquisitions, divestitures, and other strategic initiatives to maximize shareholder value.
Market and Investor Research
Identifying potential buyers, investors, or partners, and analyzing market trends to position the company optimally.
Regulatory and Legal Coordination
Providing guidance on regulatory compliance and legal documentation, occasionally assisting with contract reviews.