Our Process

Start the Conversation

Tell us about the business, acquisition target, partnership, or property opportunity.

1

If available, helpful information may include:

  • Business type and location

  • Trailing 12-month revenue

  • EBITDA or SDE

  • Commercial vs. residential revenue mix

  • Recurring or contracted revenue

  • Reason for considering a transaction

  • Desired timeline

  • Relevant government or institutional experience

  • Teaser, P&L, summary, or supporting documents

You do not need to have everything prepared before reaching out.

We Evaluate the Fit

2

We review the opportunity based on industry, size, financial profile, customer mix, operational considerations, geography, and strategic potential.

Our goal is to provide a clear response within 48 business hours whenever possible.

Determine the Next Step

3

Based on the opportunity, the next step may include:

  1. Move Forward — schedule a conversation and request additional information

  2. Need More Information — identify exactly what is needed to continue the review

  3. Referral or Alternative Path — connect you with an appropriate professional or suggest another route when the opportunity is outside our focus