Driving Enterprise Value and Successful Exits
for Mid-Market Companies
A Different Kind of Sell-Side Advisor
Most sell-side advisors understand financial models. Fewer understand how businesses actually operate.
Before advising on transactions, I built and led companies from the ground up—starting with hands-on technical work and progressing through senior leadership and CEO roles. That operating depth shapes how I prepare companies for sale and how I engage with buyers during diligence.
I have led and advised successful transactions, including:
Northpoint Technical Services, sold to Wajax
August Electronics, sold to Kaynes Technology
In both cases, value creation occurred well before the transaction—through operational improvements, risk reduction, leadership alignment, and clear positioning with buyers.
We address the problems that limit profitability, scalability, and exit value.
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Sell-Side Advisory
Problem: Uncertainty in transaction due diligence leads to lower multiples, holdbacks, and slower processes.
Solution: Pre-process readiness, risk mitigation, earnings quality improvement, buyer narrative development.
Result: Cleaner processes, higher realized value, reduced friction.
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Operator-Level Reality Check
Problem: Growth narratives often outpace operational reality.
Margins are overstated, scalability is assumed, and risks stay hidden—until they become expensive problems.Solution: Lighthouse Vision pressure-tests your business the way an experienced operator or buyer would.
Result: Clear, defensible decisions.
You move forward with confidence—knowing what holds up, what doesn’t, and where to focus before it impacts value. -
Interim / CEO Level Leadership (Turnarounds & Carve-outs)
Problem: Carve-outs or transitions without strong execution leadership create risk.
Solution: Interim CEO / executive leadership to restructure operations and build owner-mindset culture.
Result: Rapid turnaround and better exit potential.
