Private sale and recapitalization advisory for founder & family-owned businesses. Institutional, senior-led processes from origination through closing.
Sell-Side Advisory
Sale process design and end-to-end management
Buyer outreach, positioning, and marketing materials
Diligence and counterparty process management
Negotiation of transaction terms and definitive agreements
Coordination of legal, tax, and accounting advisors through closing
Recapitalizations & Liquidity Solutions
Minority and majority recapitalizations for founder liquidity
Structured transactions balancing liquidity with continued ownership
Capital-structure alignment with long-term strategic objectives
Integration with Robertson’s wealth management practice for post-transaction planning