Buy-side advisory for serious acquirers seeking owner-led businesses, including opportunities that never reach the open market.
Discreet, and no obligation.
Looking for capabilities, customers, or geographic expansion.
Seeking durable cash-flow businesses.
Looking for the right first acquisition.
Entering the California market.
Buy-side mandates are best suited for serious acquirers with defined acquisition criteria and the resources to complete a transaction.
Six stages, one continuous engagement, structured around what I actually deliver: sourcing, screening, coordination, and support through close.
Hover or tap any stage to see what it involves.
Criteria
We refine your acquisition criteria, sector, size, structure, and strategic fit, and the buyer profile I take to owners.
Approach
Structured off-market sourcing for serious acquirers. Disciplined search, considered outreach, and direct conversations with owners who aren't on the market, with discretion throughout.
Three engagements across strategic acquirers, international manufacturers, and family offices. Each shows the kind of work and the kind of buyer we're set up to serve.
Mandate to identify NADCAP, ITAR, and AS9100 certified subsystem and component manufacturers across the USA. Target profile: privately owned companies with $500K to $5M in net profit and defensible IP.
Mandate from an overseas sprockets and chain manufacturer seeking a U.S. platform acquisition. Led target sourcing and qualification across the California industrial landscape.
Search focused on contract manufacturing businesses meeting strict operational and ownership criteria. Target profile: privately owned companies with $1.5M to $5M in net profit.
Additional engagements available on request.
I run sell-side mandates in your target sectors, with real-time visibility into what's coming to market, what's not yet visible, and where deals are typically getting done. Before any of it shows up on a database.
Informed by active conversations with California business owners, not just listings and databases. Many opportunities emerge long before a formal sale process begins.
As a former owner and active sell-side advisor, I understand how sellers think, what concerns them, and what it takes to earn their trust.
Coordinated specialists across legal, tax, financial, and operational diligence, the same trusted network that supports my sell-side mandates. You contract directly with each specialist; I coordinate; no markup.
I enjoy helping buyers identify businesses they can own for the long term. Having built and sold a business myself, I look beyond financial statements to understand how value is created, where risks exist, and whether a business is likely to perform after the transaction closes.
A direct conversation about what you're looking for, what's plausibly available, and whether a mandate makes sense for both sides.