WHO WE ARE

An M&A Advisory Team for Faith-Based Owners.

We help leaders develop a plan to strengthen & sell their company.

Build a better culture.

Build a better company.

Build a better future.

Your vision deserves to outlast you. Our team is here to help you make a lasting impact through your leadership, your staff, and a strategic exit plan.

Our team brings past experience advising on:

25

Closed Transactions

$100M

Closed Transaction Value

$300M

Deals Under Management

$7M

Average Deal Size

What we do

Our Process

01

Owner Consultation Call

We’ll schedule a confidential, exploratory call to learn about you and your goals.

02

Strategic Planning

We’ll review financials to deliver a valuation for your company and discuss options for a strategic exit plan.

03

Buyer Engagement

We’ll collect preliminary data, create a custom buyer pool, and initiate a confidential competitive process.

04

Field & Review Offers

We’ll help owners field offers, negotiate terms, and execute an LOI with a buyer of their choice.

05

Due Diligence

We’ll guide buyer & seller through a streamlined diligence process to compile data and negotiate a purchase agreement.

06

Fund & Close

Once we’ve executed a purchase agreement, we’ll oversee funding and ensure a seamless transfer of ownership.

How We Work

Our Framework

MISSIONAL ALIGNMENT

Great partnerships are defined by shared vision and missional alignment. We aim to identify partners who align with your mission and desire to build on the foundation of your business.

RELATIONAL ALIGNMENT

Strong relationships are the cornerstone of successful partnerships. It’s important to work with a buyer you trust, but it’s even better to work with buyer you like.

CULTURAL ALIGNMENT

Our values reflect who we are and inform the decisions that drive businesses forward. Meaningful partnerships focus on cultural alignment that create sustainable impact.

Ready to schedule a call?