Build relationships with founders, executives, investors, and advisors that align with our M&A priorities and inform future ones.
Develop acquisition theses and corresponding market analyses for specific acquisition priorities. Build relationships with relevant companies, investors, and other stakeholders.
Lead business case development for potential acquisitions, owning the financial model and leading valuation/structuring.
Expand our existing acquisition strategy within the professional services sector.
Develop genuine, long-term relationships with founders, business owners, operators, and advisors across North America.
Form a clear, independent point of view on deal structure, valuation, and terms.
Alloy River builds applied AI for finance and accounting, aiming to transform finance into a real-time, strategic engine. They've raised over $30m and are scaling with builders, operators, and craftspeople.
Fullscript is an industry-leading health technology company with a mission to help people get better. Over 125,000 practitioners use Fullscript for clinical insights, lab interpretations, patient analytics, education, and access to high-quality supplements.
Build financial models to evaluate acquisition targets, understanding their revenue drivers and growth potential.
Own and manage the end-to-end due diligence process across financial, legal, and operational workstreams.
Support transaction structuring, LOI and agreement negotiations, and deal execution through to close.
Alloy River builds agentic applied AI for finance and accounting. They aim to transform finance into a strategic engine for profit and control. They have raised over $30m to date and are scaling with the best builders, operators, and craftspeople in the world.
Casago is a vacation rental company focused on creating exceptional experiences. They have grown into an industry leader through advanced technology, high standards, and a culture of trust and support.
Provide legal support for North American M&A, including acquisitions, asset purchases, divestments and other strategic transactions.
Be the primary legal support for North America venture capital investments and portfolio company management.
Provide strategic legal advice regarding transaction structure, risks and execution.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries investing in people and new advanced technologies to unlock the power of data.
Support enterprise and business unit strategy projects.
Develop clear, executive ready materials for leadership and board discussions.
NIQ is a consumer intelligence company, delivering understanding of consumer buying behavior and revealing new pathways to growth. NIQ combined with GfK in 2023 and is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world’s population.
Own and continuously develop Alloy River's pipeline of acquisition targets across the professional services sector in North America.
Build genuine, long-term relationships with founders, business owners, operators, and intermediaries across the market.
Build and maintain the infrastructure that keeps the origination function running - CRM hygiene, tracking, reporting, and outreach workflows.
Alloy River builds agentic applied AI for finance and accounting. They are re-architecting the general ledger from first principles, and layering automation, workflow orchestration, and applied AI directly into its core. They have raised over $30m to date. They are scaling what they do with the best builders, operators, and craftspeople in the world.
Play a pivotal role in the execution of our corporate development strategy to support the company's growth objectives.
Manage the end-to-end deal process, including due diligence, valuation, structuring, and integration.
Collaborate with cross-functional teams, including finance, legal, product, development, construction and operations, to ensure seamless execution of corporate development initiatives.
Cologix, headquartered in Denver, Colorado, is a leading North American network-neutral interconnection and hyperscale edge data center company. Their platform provides access to 45+ digital edge and Scalelogix℠ hyperscale edge data centers in 13 markets across the United States and Canada, along with a carrier-dense ecosystem.
Direct and manage all phases of workstreams supporting capital raises, strategic investments, and partnerships.
Synthesize complex financial and operational data to architect compelling, executive-ready narratives for board, investor, and strategic presentations.
Orchestrate collaboration across Legal, Finance, Product, Technology, Operations, Compliance, and People & Culture as strategic initiatives progress.
Lumeris is a healthcare transformation company that believes primary care is the foundation of a better healthcare system. They are scaling their AI-enabled platform, Tom, as a standalone growth engine, and entering a pivotal phase of enterprise expansion.
Lead the growth of WSP’s Corporate Development & M&A training practice.
Design and develop curriculum covering M&A processes and deal execution.
Deliver engaging training sessions to corporate development teams and business leaders.
Wall Street Prep (WSP), founded in 2004 by investment bankers, provides financial professionals and students with practical skills. Their training programs bridge the gap between academia and real-world application, serving investment banks, private equity firms, corporates, and top schools globally.
Serve as primary legal advisor to the executive team, aligning legal strategy with business objectives.
Lead legal aspects of M&A transactions, from due diligence and negotiation to execution and integration.
Oversee drafting, review, and negotiation of customer, vendor, and partner agreements.
Myriad360 helps businesses grow through strategic legal leadership. The company fosters a culture of inclusion, providing an environment that enables employees to work to the best of their ability and is consistently listed among Inc. & Crain's "Best Places to Work".
Lead the development, implementation, and review of strategic growth initiatives at the System level, both domestically and internationally.
Develop and analyze objective data to enable executive leadership to make informed strategic growth decisions.
Direct transformative growth initiatives domestically and internationally, leveraging data-driven insights to achieve ambitious expansion and service delivery goals.
CommonSpirit Health is one of the nation’s largest nonprofit Catholic healthcare organizations, delivering more than 20 million patient encounters annually. They have more than 157,000 employees, and are committed to creating a more just, equitable, and innovative healthcare delivery system.
Contribute deal experience to a structured research project.
Improve AI reasoning across investment banking and capital markets.
Evaluate, generate, and refine content reflecting IB professional thought processes.
Mentis AI, headquartered in London and San Francisco, brings real-world expertise from finance into AI model training. They bridge the gap between human and artificial intelligence with ex-Lazard and Partners Group founders.