Company Evolution
Not every entrepreneur wants to exit their company immediately but prefers “an evolution” of their company that creates commercial opportunity, corporate maturity as well as some liquidity.
We’ve helped many founders leverage the infrastructure, client relationships and resources of a larger strategic partner (acquirer) to provide a more exciting future for their business.
Not all transactions are simple binary decision of “should I sell or not?” Today’s market provides more nuanced and creative alternatives.
M&A Advisory
When it is time to sell your company, our process will help you maximize its value. From pre-deal strategic planning, to target development & identification to negotiation and eventually closing your deal. You will have a trusted, experienced advisor throughout the process.
In many of our transactions, evolution is the objective rather than exit. We’re experts at identifying strategic acquirers that allow entrepreneurs to leverage the resources and relationships of larger organizations to maximize their talents and create greater total value.
Exit Planning
One day you will leave your business – how effectively and efficiently you accomplish that objective will be dictated by the quality of planning 1-3 years before you sell your company. We will work with your current legal and tax advisors to develop an encompassing strategy to maximize your business value and minimize your tax impact.
You will accomplish much more with our proven process, custom designed to realize your personal planning objectives.
Our process puts a unique twist on the typical “banking process” and the results have created happy, raving and wealthy fans who go forward to make an even bigger impact in our world.
CEO Comments
Titan Growth & Radd Interactive Recapitalization with Everlane Equity
“In the crazy year of Covid, we wanted to find an investment partner to recapitalize four agencies. Todd found a great partner then replaced them with a better partner and helped to create a deal with a ton of upside. His team’s wisdom, creativity and guidance were invaluable in creating a successful transaction and setting the stage for a very bright future for our agencies.”
Founder & CEO , Titan Growth & Radd Interactive
demandDrive was recapitalized by Everland Partners
“We now have a bigger and more exciting vision for demandDrive and Todd helped find a perfect partner to fulfill that vision. With capital, resources and support of a strong private equity partner, we are more excited than ever about our immediate and long term future.”
President & Founder demandDrive, Inc.
REQ, Inc is acquired by Trinity Hunt Partners
“Todd and his team are the very, very best. I’ve met few people in my career with the tireless energy and optimism you possess.”
Founder & CEO, REQ, Inc.
Bayshore Solutions, Inc merged with Spin-U-Tech, Inc.
“Todd’s approach reassured me as a business owner that he had my best interests in mind. There were many opportunities we reviewed, but Todd and his team were patient and helped understand what was important to me, coached me if he had a different perspective, and ultimately led to an amazing transaction and future for myself and my company.”
CEO , Bluetext, Inc.
RivetLogic, Inc Acquired by Variq, Inc
“Todd and his team generated lots of interest and ultimately, helped us close on the perfect acquisition that was the best strategic fit among many alternatives. Based on my past experience in other deals, they simply outhustle and out-perform “larger” investment banks. Todd and his team delivered an outstanding outcome for all parties.”
Executive Chairman, Rivet Logic
Delucchi Plus, Inc Acquired by StreetSense, Inc.
“I was introduced to Todd after a prior transaction fell apart and was impressed how quickly he brought three highly qualified offers for my company. He worked very well with my attorney to negotiate a transaction that was far superior to my past deal with a much stronger company.”
PivotCMO was acquired by Conspiracy Theory
“Todd brought top legal and financial support to a process that ultimately created a very successful transaction with the partner we desired most. We’re actively working on a bigger second bite and excited about the opportunities in front of us.”
CEO & Founder PivotCMO, Inc.
High Level Marketing Acquired by Bell Media
“Less than 12 months after Todd reached out on LinkedIn to, “discuss and idea” I completed a transaction that created liquidity and gave me and my partner equity in a larger business with greater capabilities. I’m excited and fully reinvigorated for our next chapter.”
CEO & Co-Founder, High Level Marketing
G3G, Inc Acquired by Tricore, Inc
“Todd did a terrific job uncovering multiple buyers for our company, competing those buyers and developing an all cash offer for the company. From strategy through negotiation to final close, he was a trusted advisor and critical in our transaction.”
AOI, LLC Acquired Trusted Mission Solutions Inc.
“My partners and I were very pleased with Todd efforts through the entire process. It’s clear to us we would have never realized such a successful transaction without his attention to detail from start to finish. We will use him again for sure.”
COO , Alpha Omega Integrators, LLC
SocialSEO, Inc Recapitalization with Everlane Equity
“Todd accomplished what other bankers couldn’t, helping to recapitalize our company at a fair value with a great financial partner.”
Bluetext, Inc Acquired by Eastport Holdings, Inc.
“Todd identified multiple buyers interested in Bluetext, managed a competitive process and helped manage diligence and negotiations resulting in a successful close that all partners were very happy with.”
CEO , Bluetext, Inc.
Center for Sales Strategy was recapitalized by Gemini Investors
“Todd and his team helped create a transaction with a great private equity partner who provided liquidity at closing and will allow us to execute our full vision for a much more valuable company. He was an experienced and knowledgeable guide.
Agency Chief, Inc Acquired by ByteCubed, Inc
“I was unaware of how complex a successful transaction could actually be. Todd was a terrific guide all along the way and helped maximize our value and protect our “earn-out” and equity component.”
White64, Inc acquired by PenFed, Inc
“I spent a lifetime building a valuable business and Todd helped maximize my value and consideration at close. He completely over delivered on my best expectations.”
CEO , White64, Inc.
RuleTek, LLC Sold to NIIT Technologies Limited
“Todd did a tremendous job and helped us significantly increase our overall deal value, cash at close, future revenue share and provided greater certainty around those future payments. He successfully managing every aspect of the transaction from start to finish.”
Co-Founder & CEO, Ruletek, LLC
Aware, Acquired by Verndale, Inc.
“Todd was a great advisor and confidant throughout the entire process. Including all the twist and turns which were much more complicated than I had anticipated. I have nothing but the highest regards for him and his entire team.”
GlobalMe, Acquired by Summa Linguae Technologies
“Todd was a great advisor in making the process a smooth experience. We identified multiple buyers and he created a competitive process that helped maximize the value of Globalme. He is a pleasure to work with.”
Co-Founder & CEO, GlobalMe, Language Tech
Corasworks, Inc Acquired by Human Touch, LLC
“Todd did a great job creating interest and generating multiple offers for a somewhat difficult asset to sell. His efforts allowed shareholders to maximize current value while finding a great new home for employees.”
Worth eCommerce
“We wanted an opportunity to join a larger business with more support, infrastructure and bigger upside financially. Todd found several options which helped with our clarity. His team then lead and managed the transaction, employment agreements, non compete… the entire process until we arrived at a successful closing. It was a great experience with the biggest rewards still ahead.”
CEO , Co-Founder, Worth eCommerce
Sproutward, Inc is acquired by Power Digital, Inc.
“Todd and his team were relentless in the pursuit of a transaction with an acquirer who would offer a bigger opportunity both financially and professionally. Six monthly post close and we’re thrilled with our new home and the immediate future of our business.”
Co Founder, Sproutward, Inc.
About Us
When it is time to sell your company, our process will help you maximize its value. From pre-deal strategic planning, to target development identification to negotiation and eventually closing your deal, you will have a trusted, experienced advisor throughout the process.
