Big-firm strategy with the long-term, personal attention of a trusted advisor, built for owners of established businesses who have never had either. Whether a sale is next year or ten years out, it starts with a confidential conversation.
You don't need to be ready to sell to talk with us. We meet owners where they are and help them see their options clearly.
I'm thinking about retiring.
Someone wants to buy my company.
The business can't run without me.
We want to buy or expand.
Every engagement is led by the partners. We prepare the business, run the process, and stay with you through close.
A clear-eyed look at what your business is worth today, what buyers will question, and what to fix first to raise its value. Useful whether you plan to sell, pass it on, or simply build something more durable.
Valuation, positioning, buyer outreach, negotiation and deal management through close.
Finding and evaluating the right targets, then running the deal for the acquiring company.
Financial models, valuation preparation and lender packages that hold up to scrutiny.
Structuring and sourcing debt and equity for acquisitions, recapitalizations and growth.
Stronger reporting, durable operations and less dependence on the owner, the things buyers pay for.
Hands-on leadership for a launch, expansion, system rollout or post-close integration.
Selling a business happens once. We take the time to get it right, and we keep every step confidential.
A confidential discussion of your goals, your timeline and what a successful transition looks like to you.
We assess the business the way a buyer or lender will, and show you where the value is and where it leaks.
A defined scope and plan, whether that means building value first or going to market now.
We run the process, manage the details and stay at the table with you through close.
No junior handoffs. Two Hoosiers who bring world-class deal and project experience home to Indiana business owners.
Born and raised in Bedford and a graduate of Purdue and Indiana University, Andrew is an M&A attorney and dealmaker with more than 20 years of experience and over $100 billion in career transaction volume.
He has also sat in the owner's chair. As COO and General Counsel of a logistics company, he helped lead it through 400% revenue growth and a successful exit. He leads deal strategy, valuation and execution for every engagement.
A proud Indiana University graduate from Mooresville, Adam specializes in bringing corporate projects and products to market, with a focus on empowering Hoosier entrepreneurs and building lasting enterprise value.
He manages client relationships and project delivery, keeping every engagement organized and moving from the first conversation through close.
Tell us a little about your business and what you're considering. Every conversation stays between us.
Need your technology and operations ready for a buyer? Our sister firm, Hoosier Nerd, handles business automation, IT and technology leadership.
