Representative engagements spanning buy-side diligence, acquisition underwriting, sell-side advisory, investment committee materials and strategic finance — across SaaS, healthcare, insurance, consumer and multi-unit restaurant businesses.
Buy-side & sell-side transaction support
Ongoing finance leadership & reporting
Investor-ready materials & readiness
Full acquisition underwriting for a mission-critical clinical workflow platform — SaaS retention, QoE, valuation, deal structuring and a modeled post-close value-creation plan.
View Case Study →Evaluated an off-market SaaS acquisition created by founder succession — recurring revenue quality, pricing opportunity, valuation and deal structuring.
View Case Study →Acquisition case for a profitable field-service SaaS platform — recurring revenue quality, pricing opportunity and market-fragmentation thesis.
View Case Study →Acquisition underwriting for a profitable B2B analytics SaaS platform — cash conversion, retention and a four-target bolt-on M&A pathway.
View Case Study →Supported a PE sponsor's acquisition assessment of a 97-location regional QSR platform — earnings quality, store-level cohort economics, capex requirements, valuation and sponsor returns.
View Case Study →Buy-side QoE identifying a ~$330K working-capital adjustment and material customer-concentration exposure ahead of a prospective acquisition.
View Case Study →Exclusive sell-side advisor for a controlled auction — CIM, valuation framework and buyer positioning for a high-growth vertical SaaS platform.
View Case Study →Investment Committee evaluation of a technology-enabled insurance distribution platform — market fragmentation, agent economics and embedded SaaS monetization.
View Case Study →Five-year strategic finance and capital plan for a premium D2C skincare platform evaluating acquisition, growth equity and debt alternatives.
View Case Study →Investor decks, financial models, data room preparation and diligence support for founders raising Series A through C. Fundraising work is scoped confidentially per engagement — for a representative sample tailored to your stage, get in touch.