Sell, buy, or raise. One senior team, start to finish.

Founder-led technology companies, usually doing $30M to $80M in revenue, selling, acquiring, or raising a Series B, C, or later round. We also advise boards and investors on the same decisions.

Inbound interest tells you investors are curious. It doesn't tell you who will pay the most, offer the cleanest terms, or be the right partner at the board table. A structured process puts the right investors in front of you at the same time, which is where price discovery and leverage on terms come from.

Straight. Before you commit, we show you what companies like yours traded or raised at this year, the conservative number, and the one we think we can reach. If your expectations are ahead of the market, you'll hear it from us before you hear it from a buyer.

Growth equity funds, late-stage venture firms, crossover investors, and strategic corporate investors. We build the list around your sector, your metrics, and what you need beyond capital, whether that's distribution, a strategic relationship, or board experience in your market.

Not always. We add them where they fit. An acquirer in Europe or APAC may value your US revenue and market position differently than a domestic buyer, and that difference can set your price. Cross-border deals can add steps like foreign investment reviews, so we build those into the timeline from day one.

Yes. A secondary alongside a primary round, or a minority recapitalization, lets shareholders take some liquidity while you keep control and keep building.

A full sale typically runs four to seven months. A growth raise often moves faster once the materials are ready. Buy-side timing depends on the target and whether they were already thinking about a sale. Timing varies by company and market either way.

In the US, anyone paid a success fee for raising capital or selling securities generally has to be registered. Securities products and investment banking services are offered through BA Securities, LLC, member FINRA/SIPC. That keeps your raise or sale clean when it gets scrutinized in diligence or at exit.

At your stage you usually have real options on both sides. The answer depends on your growth plan, your cap table, and what you want the next five years to look like. We lay out both paths with numbers, and when it makes sense, we test both at once so you're comparing real offers instead of hypotheticals.

One buyer means one view of your value. We'll help you decide whether to engage directly, run a focused process, or wait for better timing.

Retainer, monthly fee, success fee, and tail period, all shown before you sign. Most of what we earn comes at close.

Most of the good ones aren't. We start with your thesis, then approach founders and owners directly through relationships across technology sectors. Plenty of deals start as a conversation with a company that wasn't looking.

If your revenue is recurring and predictable, growth debt or a credit facility can fund the plan with far less dilution. The tradeoff is repayment and covenants. Equity costs more ownership but gives you more room to invest ahead of revenue. Often the right answer is a mix, and we'll model it with you

No. Most founders we take to market, we met a year or two before they were ready. Early is when we can be most useful.

More up front than you'd like, less after that. Preparation needs you: three years of financials, your operating model, and the metrics buyers and investors will ask about first, like growth, gross margin, net revenue retention, and burn. Once we're in market, we carry the process so you can keep running the company.