Having identified significant end-of-value-chain interest in the ESG attributes, traceability and accountability of materials within supply chains (Walmart, their tier 1 suppliers, and similar), our global top two basic materials and chemicals client saw a strategic opportunity to grow a significant new business.

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"I want to express my sincerest thanks to your firm for presenting and helping us to convert this opportunity."

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Working for the Global Head of Strategy, Growth and Transactions, we sought a $50-$250M size acquisition to create a big-data driven, supply chain, tech / advisory offering. We identified a $75M global prospect and worked with the Chairman of the Board and senior leadership of the target to smooth preliminary introductions prior to formal transactional negotiations between appointed registered representatives.

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When the parties couldn’t find sufficient common ground to progress, we swiftly found an alternative carve-out / team lift opportunity for the target's North American advisory arm, which eventually suited the source firm as they were pivoting from advisory to pure software.

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This accelerated growth for another of our clients - a 2 year old, fast-growth, European advisory firm with global ambitions and a roll-up strategy (scaled to $30M revenues from scratch in the first 2 years) - seeking to penetrate North American markets.

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The successful team lift of 12 was achieved without litigation or acquisition cost, saving our client several million dollars, preserving both pre-existing client relationships and a cooperative, ongoing partnership with the source firm.