MEET YOUR
TRUSTED
BUSINESS ALLY
By choosing us, you’ll not only gain a strategic ally but also unlock a world of opportunities. Experience the relief of streamlined processes, the confidence of informed decision-making, and the assurance that your goals are within reach.
VALUATIONS
Whether you are considering a transaction, growth path, or succession plan - you need a comprehensive understanding of business value to quantify what important decisions are worth.
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We do everything from simple comparable trade research to fully sanitized valuation reports, which allows us to build fit-for-purpose valuation products tailored to your situation so you only pay for need.
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Contact for Pricing
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You need to understand what a business or portfolio is worth and its ability to generate proceeds to pay capital sources today or in the future (operators, lenders, buyers, sellers, investors, etc).
BOOKKEEPING, PLANNING, & MODELING
Fully understand the nature, mechanics, and structure of not only how your business works, but also the drivers that can impact change and financial outcomes. Make well informed transaction decisions based on how those decisions impact a financial future you want or need.
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We offer a la carte options, so you only pay for what you need, including everything from individual vendor or customer risk and opportunity modeling to full operating & transaction models as well as FP&A and record/data transformation services.
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Contact for Pricing
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You want to better organize and understand the drivers, outcomes, rationalization, risks and opportunities of a business or transaction.
DUE DILIGENCE
Limit surprises across the lifecycle of transactions, partnerships, and more by deploying third party commercial, financial, and operational due diligence efforts to identify risk, opportunity, and probable outcomes.
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We offer a la carte diligence options so you only pay for what you need, custom packages can include everything from market analysis to quality of earnings and much more.
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Contact for Pricing
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You do not have an in-house diligence team or are looking for third party opinion and an extra set of eyes on a business, operation, portfolio or transaction.
VALUE-BASED GROWTH, TRANSFORMATION, AND INTEGRATION
Create, capture, and optimize value within a business or portfolio to generate transactional alpha or future growth through strategic, deliberative pre-and-post deal actions.
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A due diligence based approach to identifying areas of technical, personnel, operational, and financial debt that, when removed, can unlock opportunities for growth, alignment, and synergy within old and new organizations.
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Starting at $2,500 per month
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You have exit, growth or M&A initiatives and want to optimize your going concern or transactional value.
RESEARCH AND TARGETING
Bespoke Knowledge & Transaction Advisory services for current and future business owners, operators, and fund managers embarking on the next phase of their business journey through M&A or Strategic B2B growth.
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Our ally-based, Done-With-You approach sits in between the typical DIY (Do-It-Yourself) and DFY(Done-For-You) formats. With packages for buyers and owners at any stage in the growth journey we can meet you wherever you are and propel you forward. From strengths, skills, and know-how discovery & gap-analysis all the way thru due diligence and account or business closing, we will be there to support your interests and provide you with the tools you need to make tough decisions.
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Retainers starting at $10k Plus Standard Fees
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You are an owner, operator, entrepreneur, or fund manager who is exploring strategic growth options or have decided to purchase a business or assets to grow and expand your interests.
DIVESTITURES AND EXITS
Strategic planning and transactional consulting for small business owners and operators exploring, planning, or actively engaging in the next phase of their business journey through divestitures and exits. We are not a brokerage, instead, we vet and partner with local independent intermediaries across the country who specialize in marketing and selling closely held businesses.
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End-to-end sell-side support that meets you wherever you are in the process, from thinking about what it might look like to sell all the way to the closing table and anywhere in between. We help you determine optimal exit strategies tailored to your specific, most desired outcomes from a transition and work endlessly to help bring those outcomes to fruition. Full-service sell-side clients have access to all of our offerings during the transaction lifecycle. Intermediary clients may choose appropriate services for a single listing or service retainers or their brokerage.
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Contact for Pricing
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You would like to explore, plan, or execute a sale of your own or a client's business, assets, or portfolio.
ALTERNATIVE INVESTMENT FUND SERVICES
Front-End fund support for subject matter experts and operators looking to leverage their knowledge or skill sets to launch a fund to acquire assets or operations that they are intimately familiar with. This can be an intimidating process and endeavor, but we are here to ease the pain and empower emerging fund managers with the strategic research, planning, organization, and presentation required to effectively raise and deploy capital.
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From discovery and pre-launch all the way to exits and divestitures, we will help guide you with knowledge, tools, & processes you need. Although this service line is focused on the pre-deployment phase, clients may leverage our other service lines throughout the fund lifecycle.
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Contact for Pricing
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You are a subject matter expert, owner operator, entrepreneur, emerging fund manager, or a first time GP looking to break into the world of investment funds or existing fund managers with lean overhead who need third party back-office support across the fund lifecycle.
FREQUENTLY ASKED QUESTIONS
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No, we are not, but we often work alongside them to support value-add services to their clients or engage them on behalf of our clients. Rather, for small-to-medium size businesses, we bring the capabilities of an in-house Corporate Development department that includes a Knowledge, Transaction, and Growth Practice working collaboratively to achieve strategic objectives.
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(1) Business owners seeking to grow and optimize their organization through M&A or strategic organic growth; (2) Searchers looking for that one special business to buy, uniquely fit for their skill sets, know-how, and goals; (3) Business owners seeking assistance with exit strategy, planning, and transaction consulting; (4) Operators and subject matter experts taking the monetization of their know-how to the next level by starting an investment fund; (5) Attorneys, brokers, and bankers needing sell-side or buy-side transaction support.
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No. For qualified buyers and sellers we provide creative payment structures that are strictly success based. Depending upon how early in the journey buyers and sellers come to us, the situation as it stands, and the likelihood of the desired outcome we have alternative compensation structures available.
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Not necessarily, we do have a qualification process that is built around the probability of achievement from the client’s perspective or definition of success. In other words, if we don’t believe we can produce an outcome that will make our clients happy, we won't take the project, regardless of the service offering or solution.
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Our passion is to serve businesses involving EBITDA between $0.5 million and $5 million, but in qualified situations we will work with larger clients insofar as it is a closely held operation. In certain asset heavy and capital intensive industries where we have a unique history, we do tend to serve larger clients.
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Absolutely. We are a value-based company and we believe in leading with love in every transaction. A portion of our profits are allocated to DAFs (donor-advised funds) that contribute to impact-driven organizations and missions. In some instances, we will work with our full-service buyside and sellside clients to mutually decide where the pro-rata allocation from their deal will be committed.
Something else we get really excited about around here is our ReMade Program. Those who have to fight to overcome and persevere through adversity on a daily basis are some of the hardest working go-getters you will find. Simply put, we believe that every transaction we close should change as many lives for the better as possible.
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Guaranteed full cycle timelines aren't realistic and completely depend on the existing state of the business. However, for many exit-ready small-to-midsize businesses, it can take between 45 and 90 days for proper Go-To-Market preparation and 60-120 days from an accepted LOI to closing. In between these phases, the marketing timeline after a deal goes live can be as little as hours in some cases and a full year in others. We help clients understand their ongoing exit readiness and marketability profile from the earliest stages of engagement to continuously benchmark and set expectations for their business.
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This is largely dependent upon (1) the size and complexity of your company’s records and operations, (2) the sell-side package you choose, and (3) the desired level of discretion with employees. During the initial consultation call, we will get a basic understanding of your business, your desired level of discretion with staff, and desired time commitment to recommend a process tailored to your goals.
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In general, we are of the mindset at Made that you make your money when you buy right and sometimes you have to ‘kiss a lot of frogs’, but depending on your structure, usually anywhere from 3 to 24 months. If you are launching a fund with an entire deal support team, you could be targeting 90-day full cycle deal timelines or less, whereas if you are a search fund, we generally recommend having 24 months earmarked and prepared for your process, with 18 months being the baseline. If you are targeting a bolt-on for your existing company, the timeline should lie in between the short turnaround at the PE fund level and longer timeline of searchers; your team knows the business process and model of the targets well, so diligence sprints are shorter, but origination and integration is equally (if not more) specific and taxing than in any other setting.