M&A & Transaction Advisory
Sell-side and buy-side advisory, growth-capital raises, and the transaction analytics underneath them, run by people who have operated the businesses they sell.
Our view
Deals are won in two places: the process and the analysis. We run both. On the execution side that means a built buyer universe, a story assembled from operating truth, and a negotiation carried through to close. On the analytical side it means a model that defends the price, tests the structure, and prices diligence findings before they become a renegotiation. Buyer and capital outreach is powered by a network of 133,000+ qualified buyers and capital sources, behind $1B+ of transaction value advised across the partner group and $30M+ in growth capital raised.
When this is the work
When a transaction needs execution and analysis in one team.
A sale, an acquisition, or a growth-capital raise is underway or coming, and it needs a run process alongside numbers that survive diligence. We do both rather than handing one off.
- Owners and sponsors running a sell-side process
- Buyers pressure-testing price, structure, and the returns case
- Companies raising growth capital and needing the story and the model to match
The Ore to Edge Discipline
The same three-phase discipline on every engagement, adapted to the demands of this work. See the full discipline.
Assay and refine
- Partner: understand the normalized economics of the target or of your own business
- Collect: comparables, precedents, and market conditions
- Filter: the value and risk drivers that matter
The value and risk drivers that decide the deal
Alloy and form
- Build the deal model: accretion-dilution, returns (IRR, MOIC), and sensitivities
- Test structure and consideration alternatives
- Frame the recommendation
A deal model with returns, structure, and price guidance
Forge and hone
- Support the negotiation and diligence with live analysis
- Track assumptions against outcomes after close
A closed transaction and a clear plan to integrate it
What you get
Execution and analytics, from first call to close.
- Sell-side advisory: buyer universe built from a network of 133,000+ qualified buyers and capital sources
- Buy-side advisory: target screening, price and structure discipline, diligence support
- Growth-capital raises: $30M+ raised, with the model and story built to match
- Transaction analytics: deal model, accretion-dilution, IRR and MOIC, sensitivities
- $1B+ of transaction value advised across the partner group
When the transaction is under pressure
Accelerated sales, recapitalizations, and rescue or bridge financing, with the process cadence set against the 13-week cash flow. The Quality of Earnings, the model, and the data room are built by people who know the business from the inside.
Common questions
M&A & Transaction Advisory, in plain terms.
What does transaction analytics cover?
The analytical work behind a deal: the valuation and deal model, accretion or dilution, the returns case in IRR and MOIC, structure and consideration alternatives, and pricing in diligence findings. It is the numbers a buyer, seller, or board relies on to decide.
Do you work buy-side or sell-side?
Both. On the buy side we build the returns case and pressure-test the price; on the sell side we ready the model and the story so the business shows well and the numbers hold. The discipline is the same; the vantage point differs.
Do you run the process, or only the analysis?
Both. Advisory fees are charged per scope. We take one side per transaction, never both.
How does this relate to the valuation work?
Valuation establishes what a business is worth. Transaction analytics puts that into a live deal, with structure, financing, returns, and diligence. They share a foundation, but the deal model must answer questions a standalone valuation does not.
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