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Who we serve ·B · Later-stage

Series B and beyond. All four lanes.

For growth-stage CEOs, PE-backed operators, and corporate teams making real M&A moves. Where strategic, fundraise, sell-side, and buy-side all sit on the same desk.

Decision tree · what's the next move
how we frame the first board-room conversation
Starting question
What does the next 18 months actually need to deliver?
capital
If
Capital is the constraint
Then
Series B/C+ growth round, often with strategic capital optionality
structure
If
Structure is the constraint
Then
Sell-side process, buy-side roll-up, or category-defining acquisition
+ ongoing
Add
Quarterly strategic retainer for board prep and category direction
+ scoped
Add
Buy-side technical DD or own-eval audit, before either path
Most engagements run two mandates in parallel at this stage The first call is usually 45 mins · we walk this tree together

Operator questions, straight answers.

The questions that come up on every later-stage call. Bigger numbers, more buyers, faster timelines — and less room for mistakes.

Should we run a sale process now or hold?

Multiples in your sector are doing one of three things this quarter — we'll show you which, and what the next-best window looks like. Then you decide.

Mandate fit · M&A + Strategic
Series C: growth equity vs strategic?

The math says growth equity. The strategic dynamics often say strategic capital with optionality. We've structured both — happy to argue either side honestly.

Mandate fit · Fundraising
We want to acquire — who's actually for sale?

A real buy-side mandate isn't a list — it's a conversation with founders who haven't put themselves on the market yet. That's the work.

Mandate fit · M&A · buy-side
Will the target's tech actually integrate?

Architecture review by an operator, not a consultant. We'll tell you where the integration cost lives — and whether the synergy slide is real or theoretical.

Mandate fit · Technical · DD

Later-stage call, on the desk.

Thirty minutes, confidential, partner-level. Tell us what you're considering — we'll tell you how the buyside or the cap table looks from where we sit.

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