STRATEGIC ADVISORY
The advisor who has been on all sides of the table
When founders are buying, selling, or growing a company, the stakes are enormous and the decisions complex. I serve as a strategic advisor and sounding board during these moments — not to run the process, but to help you think clearly through it.
HOW I SUPPORT YOU
A different kind of advisor
Many advisors in a transaction have a defined lane — and a stake in staying in it. Investment bankers are focused on selling your company. Lawyers are focused on legal risk. Accountants are focused on the numbers. Each brings real expertise, but none of them are sitting with you thinking about the full picture: whether this is the right deal, whether the terms reflect what you actually want, and what happens to you after it closes.
My role is different. I serve as your independent strategic advisor — helping you think clearly about positioning, negotiation strategy, deal structure, and risk as events unfold. My focus is not on pushing a transaction forward, but on helping you make the best decisions for your company and your future.
I do not receive compensation based on a percentage of the deal transaction. My primary focus is your agenda and your peace of mind — helping you plan your approach, make sense of all the moving parts, and navigate the best path forward.
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Advise on transaction strategies and deal structures
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Manage the people dynamics on all sides of the table
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Synthesize complex information so you can decide clearly
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Review financials and deal documents with you
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Help establish priorities and maintain accountability
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Pull back the curtain on what other parties actually want
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Help you make a clear go or no-go decision
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Reduce the stress that comes with high-stakes decisions
HOW M&A ADVISORY WORKS
Earlier than you think.
Longer than you expect.
Most founders underestimate both.
Founders often start thinking about selling their company long before a formal process begins. In many cases I begin working with leaders one or two years before an exit — helping them strengthen the business, think through potential buyers, and prepare for the strategic and personal decisions that come with a sale.
As the process becomes more active, my role shifts toward helping founders navigate the strategic decisions that arise along the way — valuation framing, buyer psychology, deal structure, and risk identification as the situation evolves.
In many transactions founders also work with an investment bank or M&A advisor responsible for running the formal sale process. My role is separate and complementary — I'm the advisor helping you think clearly about your own decisions, not the one managing the process.
The stage just before a Letter of Intent — often called the Indication of Interest (IOI) stage — can be an especially valuable moment to bring in an advisor. Expectations and negotiating leverage are still fluid, and strategic positioning can meaningfully influence the outcome. Once an LOI is signed, transactions typically move toward closing within 60–120 days. That window is often where the greatest value — or risk — is created.
For that reason, I structure M&A advisory relationships as monthly retainers. Unlike advisors who earn fees at closing, I have no financial incentive to push a deal forward that isn't right for you.
MY ROLE AS YOUR ADVISOR
In your corner.
For the whole process.
Growing, buying, or selling a business can be daunting. A lot is on the line. Information and opinions come at you from all directions — and it is often emotionally taxing to make sense of it all.
I've been in your shoes. I've sat on all sides of the deal table — as a founder, as a venture investor, and as the executive responsible for running acquisitions at a PE-backed company. That experience is what I bring to every conversation.
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I help you filter through the clutter, understand what the other parties actually care about, and make the decisions that are best for you — not for the deal, not for the bankers, and not for the timeline.
Independent. I don't receive a percentage of the transaction. My only incentive is your success.
Insider. I've been a founder, investor, and M&A executive — I know what every party wants, and I use that to your advantage.
Experienced. 7 successful exits as founder and investor. 30 years of experience across the deal table.​
Candid. I'll tell you when a deal isn't right for you, even when everyone else in the room wants it to happen.
AREAS I WORK THROUGH WITH YOU
Every deal is different.
The questions are the same.
SELLING YOUR COMPANY
Getting the outcome you actually want
Valuation & pricing strategy
Timing & market conditions
Finding the right buyer
Negotiating deal terms
Employee & stakeholder concerns
Transition & integration planning
Emotional considerations
BUYING A COMPANY
Knowing what you're actually getting into
Valuation & deal structure
Due diligence priorities
Cultural alignment
Integration planning
Stakeholder management
Employee retention & morale
Post-acquisition performance
RAISING CAPITAL
Understanding what you're trading and why
Dilution & valuation
Investor due diligence
Negotiating deal terms
Managing investor expectations
Positioning for the next round