Strategy, transactions, and hard negotiations for founders and business leaders.

Most owners raise capital or sell a business once. Investors and buyers do this every month. We close that gap: preparing the business so it withstands scrutiny, then running a disciplined process from first contact to completion.

As the owner, you make every decision on price and terms. We manage everything around those decisions: materials, counterparty outreach, competitive tension, diligence traffic, and the advisors on both sides.

• Readiness assessment: valuation drivers, deal-killers, and a plan to fix them before counterparties find them
• Raise and exit preparation: narrative, materials, data room
• Process design and management for sales, buybacks, and strategic investments
• Negotiation support through terms, SPA, and completion
• Post-transaction transition planning for the founder

Some decisions shape a company for years and are hard to reverse: shareholder structure, key partnerships, market entry, the timing of a raise or a sale. Leaders usually face them alone, between board meetings, with advice from people who have something to sell.

We act as a senior sounding board with no product to push: two principals who have made these decisions in their own businesses and supported them in dozens of others.

• Structured strategic reviews with a written recommendation
• Board and shareholder matters, handled discreetly
• Partnership and market entry decisions
• Ongoing counsel through a defined period of change

Growing businesses tend to accumulate spending habits before they accumulate systems. We reset commercial strategy around what actually produces revenue, and we are direct about what does not.

• Positioning and pricing review against your real buyer, not the buyer you hope for
• Cost and burn discipline, including the uncomfortable line items
• Go-to-market and channel strategy for selling into large institutions
• Commercial introductions across banking, insurance, and data, made only where there is a genuine fit

The hardest moments in a company’s journey are rarely about growth. They are about a hard counterparty: a dominant platform, a strategic shareholder, a departing co-founder. Litigation is slow, expensive, and public. There is usually a better path, but it has to be found deliberately.

We map the leverage on both sides, design the resolution sequence, and support the negotiation until it is resolved. We have done this against some of the largest platforms in the country.

• Position and leverage assessment, in plain language
• Resolution strategy: sequence, timing, and the commercial outcome to aim for
• Negotiation support alongside your lawyers, not instead of them
• Shareholder and co-founder exits, including buybacks