Transaction Advisory
Leading comprehensive M&A lifecycle management, from contemplation of transaction to integration, ensuring seamless transactions and optimal outcomes.
Everything the engagement calls for.
From strategic assessment to a completed capital raise.
A SaaS company approached AcumenX to accelerate growth through capital raising, to expand its business development function, advance product development, and pursue inorganic growth through acquisition.
Together with its investment banking affiliate, Seabrook Partners LLC, AcumenX prepared the company to become investor-grade ready from a financial, operational, and legal standpoint, then raised capital and pursued acquisitions.
We were in the process of acquiring BGMW, a closely-held, lower middle market manufacturing company. We engaged the services of Eric to act as our legal counsel. We quickly learned that the sell-side advisor had limited influence due to internal conflicts, the sellers had little time or patience to engage in the process, and the seller's legal team was slow and confrontational. Eric remained calm and steadfast throughout the process and provided us with outstanding legal, business and tactical advice as well as highly professional legal documentation. We look forward to working with Eric on future transactions.
You get the team.
Investment banker with 35 years advising on mergers and acquisitions, including Managing Director and Head of Technology M&A at a leading global investment bank. Founded and led two FINRA-registered M&A investment-banking firms, focused on helping entrepreneurs raise growth capital or find the right acquirer to maximize value.
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Experienced C-suite executive with 40 years in professional services. Co-Founder and General Partner of Hibiscus Capital Management, a registered investment bank and venture-capital fund, and former COO of a global law firm. He serves on the boards of directors of RightEye and Tectura. His work spans team leadership, operational improvement, financial reporting, risk evaluation, and governance.
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Accomplished M&A and corporate finance attorney with 35 years of experience in acquisitions, joint ventures, finance, governance, and complex contracts. Former General Counsel for a Nasdaq-listed company and for an investor-backed private company, and a corporate partner at DLA Piper and Baker & Hostetler. He negotiates and closes transactions, removes complex legal obstacles to growth, and has the foresight to avoid surprises.
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Former PwC partner and financial executive with 30 years in assurance and advisory services, including accounting, financial reporting, auditing, audit readiness and remediation, internal controls, enterprise risk management, financial transformation, regulatory compliance, and M&A due diligence. Later a partner at CohnReznick and Guidehouse, and Public Sector Market Leader at MorganFranklin Consulting. Deep experience supporting C-Suite executives, with an emphasis on government contracting and technology.
LinkedIn →What clients ask first.
Comprehensive M&A lifecycle management, from contemplation of transaction to integration. That includes buy and sell-side due diligence, valuation, quality of earnings and working capital analysis, earn-out negotiation, legal document preparation, and integration planning.
Yes. Through its investment banking affiliate, Seabrook Partners LLC, AcumenX prepares companies to become investor-grade ready and raise middle-market growth capital, as in the SaaS case study.
AcumenX co-founders and senior advisors with Big Four, AmLaw, and investment banking backgrounds, working directly alongside your senior management from first assessment through close.
Ready for the next phase of growth?
Contact us to discuss how we can address your business needs.