Our services
M&A Project Portfolio
Proven Deal Execution Across Industries
We’ve successfully orchestrated complex mergers and acquisitions for clients ranging from mid-market businesses to Fortune 500 companies. Our project portfolio demonstrates our ability to deliver results in diverse economic conditions and industry verticals.
85%
Sales increase
Select M&A Projects
🏦 Financial Services Sector
Project: Cross-Border Bank Acquisition
- Value: $850M
- Scope: Acquired a European digital bank for a NYSE-listed financial group
- Key Results:
✓ Achieved 30% cost synergies through tech integration
✓ Navigated 5 regulatory jurisdictions
✓ Completed in 7 months (20% faster than industry avg)
🖥️ Technology & SaaS
Project: Strategic Roll-Up of AI Startups
- Value: $320M (series of 6 acquisitions)
- Scope: Created market leader by consolidating niche AI providers
- Key Results:
✓ Standardized valuation framework for pre-revenue targets
✓ Retained 95% of key technical talent
✓ Achieved 5.8x revenue multiple on exit
🏥 Healthcare & Life Sciences
Project: Distressed Biotech Buyout
- Value: $120M (30% below pre-crisis valuation)
- Scope: Turnaround acquisition of IP-rich but cash-strapped firm
- Key Results:
✓ Secured FDA-approved assets at 60% discount
✓ Structured earn-out to align with milestone payments
✓ 18-month ROI through strategic resale
🏭 Industrial Manufacturing
Project: Family Business Succession Transition
- Value: Confidential (8.2x EBITDA)
- Scope: Multi-generational share transfer with PE participation
- Key Results:
✓ Designed tax-optimized ESOP/SPV structure
✓ Maintained operational continuity
✓ 100% shareholder approval
🛒 Consumer & Retail
Project: Competitor Consolidation
- Value: $425M
- Scope: Hostile takeover converted to friendly merger
- Key Results:
✓ Identified 22% overlap for cost rationalization
✓ Preserved both brand equities
✓ Market cap increased 40% post-integration
