For Investors
You made the investment. Now you have to protect it.
Diligence, transition planning, and post-close execution for financial buyers investing in construction, trades, and other operationally intensive businesses.
70–90%
OF M&A DEALS
Fail to create shareholder value.
— Harvard Business Review / decades of academic research
01
Before the Deal Closes
Deals require many specialists working in parallel — CPAs, tax professionals, legal advisors, and others. Drawing on experience quarterbacking many deals, we bring a bird's-eye view most single-function advisors never get: not just how the business performs, but how all the pieces fit together.
Our work surfaces the priorities, risks, and gaps in the transaction — the foundation for the 90-day plan and the 12-month roadmap that follows. We build that plan alongside you and your management team, so everyone starts aligned from day one. We also help put the governance structure in place to support it.
You actually protect your investment, and you know exactly how it's performing, every step of the way.
02
Day One and Beyond
A plan is only as good as its execution, and the first 90 days are absolutely critical — get them wrong, and the whole thing can go off track quickly. We stay hands-on through the transition — not handing off a binder and stepping back — working through the regular check-ins and adjustments that keep the business moving instead of stalling.
This is also where the relationship between management and ownership takes shape, and it works best as a partnership, not a directive. We help build a governance structure and environment that creates the space for both sides to bring value to the table — and for trust to grow alongside it.
Alignment and discipline from day one, and a partnership built to last.
03
Ongoing Value Creation
This is where the sustained impact happens. We bring AI-driven process improvement and automation into the business — particularly in administrative functions — to remove friction and build real efficiency. Learn more about how we approach this in the AI Lab.
When the right expertise doesn't yet exist inside the company, we step in temporarily to build it — standing up new processes and workflows in administrative functions, then transitioning them fully to your team once they're running on their own.
Sharper processes, real efficiency, and a measurable impact on your bottom line.
How We Take On This Work
This work extends naturally from what we do with founders every day — which is also why we hold a hard line on independence. We never advise both sides of the same transaction, and our sell-side and buy-side work is kept fully separate, engagement by engagement. We take this work on selectively, for the right opportunities.