Not every firm is ready to build out a full M&A function—but many are looking for the right acquisition opportunity and need support getting it done right. I work with brokerage leaders who are serious about expansion but don’t want to overpay, under-plan, or miss the real risks that come with buying another brokerage.
This is not investment banking. It’s strategic, real-world buy-side support from someone who’s been through integrations, understands brokerage operations, and brings a network of trusted resources to support due diligence.
Where I Help:
Acquisition Strategy & Deal Targeting
I help buyers define what kind of firm makes sense to acquire—and just as importantly, which ones to avoid.
Operational Due Diligence
Alongside experienced accounting resources, I assess the health of a target’s internal operations, leadership structure, and team dynamics—not just the financials.
Integration Planning
Acquiring is the easy part. I work with you on day-one readiness and post-close integration planning that minimizes disruption and preserves culture.
