Birmingham, Alabama skyline reflected in the lake at Railroad Park

Service Offerings

We offer three structured M&A advisory engagements designed to meet business owners at their level of readiness, from strategic coaching to full transaction management. We also provide enterprise valuation services for owners seeking a credible, market-grounded opinion of value. Whether you're leading your own process or looking for a dedicated deal team, our services are built around clear deliverables, transparent pricing, and a singular focus on maximizing value at close.

Advisory & Coaching

Level 1

For owners who have identified prospective buyers and want an experienced advisor in their corner to protect their interests and guide them to close.

  • Strategic coaching, milestone guidance, and CIM review
  • LOI evaluation and negotiation support
  • Protection through purchase agreement negotiations and closing

Compensation structured on a project basis with a negotiated success fee at closing.

Assisted Sale Process

Level 2

For owners who want professional transaction infrastructure and marketing materials while staying actively involved in direct buyer outreach and communications.

  • Full preparation of CIM, executive teaser, and buyer universe identification
  • Process management, timeline oversight, and milestone tracking
  • Active LOI review, deal structuring guidance, and closing support

Compensation available upon request.

Full-Service M&A Advisory

Level 3

Our flagship engagement for owners who want a dedicated deal team managing every aspect of the transaction, from initial positioning through signing and close.

  • Complete preparation of all marketing materials and proactive outreach to strategic acquirers and financial sponsors
  • Full management of buyer communications, diligence processes, and competitive auction
  • LOI negotiation, deal structure optimization, and closing management

Compensation available upon request.

Enterprise Valuation Services

For owners seeking a credible, market-grounded opinion of value prior to a transaction or strategic decision.

  • Opinions grounded in sector-specific performance metrics and comparable transaction analysis
  • Designed for privately held, operating companies with established revenue and profitability
  • Each valuation reflects current market conditions and supports strategic decision-making

Fee schedule available upon request.