Driving Enterprise Value and Successful Exits
for Mid-Market Companies
A Different Kind of Sell-Side Advisor
Most sell-side advisors understand financial models. Fewer understand how businesses actually operate.
Before advising on transactions, I built and led companies from the ground up—starting with hands-on technical work and progressing through senior leadership and CEO roles. That operating depth shapes how I prepare companies for sale and how I engage with buyers during diligence.
I have led and advised successful transactions, including:
Northpoint Technical Services, sold to Wajax
August Electronics, sold to Kaynes Technology
In both cases, value creation occurred well before the transaction—through operational improvements, risk reduction, leadership alignment, and clear positioning with buyers.
We address the problems that limit profitability, scalability, and exit value.
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Sell-Side Advisory
Problem: Uncertainty in transaction due diligence leads to lower multiples, holdbacks, and slower processes.
Solution: Pre-process readiness, risk mitigation, earnings quality improvement, buyer narrative development.
Result: Cleaner processes, higher realized value, reduced friction. -
Profitability & Value Creation Diagnostics
Problem: Strong revenue but uneven profit, unclear value levers.
Solution: Lighthouse Vision diagnostic roadmap with prioritized initiatives tied to enterprise value.
Result: EBITDA expansion and better seller narrative. -
Interim / CEO Level Leadership (Turnarounds & Carve-outs)
Problem: Carve-outs or transitions without strong execution leadership create risk.
Solution: Interim CEO / executive leadership to restructure operations and build owner-mindset culture.
Result: Rapid turnaround and better exit potential.
