Strategic M&A Advisory & Business Consulting
Helping businesses navigate mergers, acquisitions, and post-merger integration with legal expertise and operational excellence.
About Us
Your Trusted Partner in Middle-Market M&A
As an attorney with an MBA and a seasoned business consultant, I specialize in preparing companies for acquisition, ensuring smooth transitions, and mitigating legal and operational risks. My expertise in leadership development, governance, and compliance allows me to offer comprehensive support throughout the M&A process.
Services
Pre-M&A Strategy & Readiness
Preparing Companies for a Successful Sale
Ensuring businesses are operationally sound, legally compliant, and positioned for maximum valuation before entering the M&A process.
Key Offerings:
- Business valuation consultation
- Operational and efficiency assessment
- Leadership succession planning
- Risk mitigation strategies
- Due diligence preparation
M&A Process – Due Diligence & Risk Assessment
Identifying Risks and Structuring Deals Effectively
Helping business owners, investors, and acquirers navigate the complexities of M&A transactions by ensuring compliance, minimizing liabilities, and optimizing deal structures.
Key Offerings:
- Legal contract and compliance review
- Regulatory risk assessment
- Financial, operational, and HR due diligence
- Deal structuring guidance and negotiation support
- Vendor and customer contract analysis
Post-Merger Integration (PMI)
Ensuring Seamless Transitions and Long-Term Success
Supporting acquirers in managing leadership alignment, operational integration, and cultural transitions post-acquisition.
Key Offerings:
- 30-day integration roadmap
- Risk and cultural assessment
- Cross-functional team alignment
- IT, HR, and financial systems integration
- Ongoing leadership and operations coaching
How I Help Business Owners Enter the M&A Market
- Partnering with M&A Advisors – Working alongside experienced brokers and investment bankers to provide legal due diligence, compliance, and integration support.
- Supporting Private Companies – Helping small to mid-sized businesses enhance financial clarity, operational efficiency, and leadership strength before considering a sale.
- Developing a Niche in Post-Merger Integration – Assisting companies in optimizing their organizational structure and leadership continuity after a transaction.