We’re a boutique strategy and transaction advisory firm helping leaders navigate critical turning points — from scaling up and expanding into new markets to buying, selling, or transitioning ownership.

We work side-by-side with founders, owner-operators, nonprofit leaders, and public-sector decision makers to turn complex challenges into clear, actionable plans.

Our team combines sharp analysis, practical execution, and genuine respect for the people behind every deal. Our experience spans buy-side diligence, sell-side preparation, and expansion planning — from local service businesses to national nonprofit networks to strategic investors.