Services
End-to-end due diligence and transaction advisory for private equity, boards, and strategic acquirers.
Buy-Side Due Diligence
Validate your acquisition target with rigorous financial and operational analysis
Sell-Side Due Diligence
Prepare your business for a successful sale with comprehensive pre-transaction diligence
Board Advisory
Companies benefit most from board engagement when directors bring pattern recognition from real transactions, not just credentials. With decades of board experience across industrial technology, automation, and nonprofit settings, Andy serves as a trusted resource for governance structure, audit oversight, and strategic decision-making. Whether you need an independent director, an audit committee chair, or a sounding board ahead of a major transaction, he provides the financial fluency and M&A context to help boards act with confidence.
Corporate Venture Capital
Our team has led corporate venture capital (CVC) strategies and execution as a way to enhance a corporation’s technical portfolio. We provide end to end services including CVC strategy development, investment identification and diligence, negotiating joint development and license agreements, fulfilling board advisory or seat roles, and overseeing the startup’s growth and successful exit.
Quality of Earnings
Deep-dive normalized earnings analysis to support pricing and deal structuring
Business Valuation
Through our partnerships we can provide both advisory ‘what’s my company worth’ valuations as well as formal for specific transactions, but also for used in tax, governance and financial reporting matters.