completed transactions
value of transactions
completion success rate
Mission: To transform the landscape of family and founder-owned business transactions through hands-on, strategic M&A advisory services that prioritize each client’s legacy, financial security, and personal goals.
Vision: To set a new global standard in M&A for transparency, trust, and excellence, specifically within specialized industries, while remaining adaptive to serve broader markets.
Transparency & Trust
We pride ourselves on integrity and transparency—qualities that build confidence with investors and acquirers for a smoother transaction process.
Client-Centric
We limit our clients to 3-4 at a time, delivering high-impact, customized guidance that volume-focused brokers simply can’t match.
Hands-On
As an extension of your team, we handle the heavy lifting, reducing deal fatigue and helping you stay focused on your business.
John lives in Cary, North Carolina with his wife, Catherine, and goldendoodle, Alfa. In his free time, he is a passionate Carolina Hurricanes season ticket holder, regularly plays basketball in local rec leagues, tries to play golf, and enjoys traveling.