i.Core
Business Sales & Exit Advisory
Confidential representation for owners preparing, positioning and transitioning a privately held business, from first valuation through close.
Capabilities
The right capability for the decision in front of you.
Transaction leadership comes first. Specialist coordination and selective mandates extend the work when the objective calls for them.
ii.Core
Acquisition Search & Buy-Side Advisory
Selected current opportunities and thesis-led search support for entrepreneurs, operating companies and long-term capital seeking privately held businesses.
iii.Network
Partner Network & Execution
Independent specialists brought in for legal, financial, tax, financing and operational needs, with our team coordinating the work around the transaction.
iv.Selective
Family Office & Special Mandates
A defined extension of a principal's team for a private-company or special transaction mandate.
Selective and by referral. Limited to private-company and operational support, not investment management, securities advice or capital raising.
v.Emerging
AI & Operating Systems
Focused pilots that identify a valuable workflow, prove it against real work, and embed it with governance.
This is an emerging capability, offered only as a defined pilot. No case studies or outcome metrics are published. Scope, delivery ownership, tooling and data handling are agreed before work begins.
Confidential inquiry
Every important transaction starts with a private conversation.
Send a first note
For a confidential inquiry, call (312) 772-4998 or send a private note.