TRANSACTIONS & M&A ADVISORY
WALL STREET DISCIPLINE.
FOUNDER-FIRST ALIGNMENT.
Not a bank.
Not a brokerage.
Cordis serves as an elite M&A advisor to industry-leading private companies across the country. The reputation we’ve earned as one of the most trusted advisory partners in the market rests on a single standard:
Honor the work, safeguard the people, and protect the future connected to every decision.
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Discreet. No obligation.
Wall Street discipline. Founder-first alignment.
Guidance across every stage of a sale or acquisition.
From early curiosity to post-close continuity, Cordis serves as a calm, coordinated lead advisor for founders, families, and serious private buyers.
01 · Sell-Side Advisory
Premium exits for founder-led companies.
Clear narrative. Clean numbers. Disciplined process. We lead owners through a structured sale
designed to create competitive tension and maximize certainty of close.
Our role: Position the business and protect value at every step.
02 · Buy-Side Advisory
Serious diligence for serious buyers.
For principals, families, and private investors who want curated opportunities, institutional-grade
diligence, and negotiation leadership.
Our role: Source, qualify, diligence, and negotiate.
03 · Special Situations
Where templates fall short.
Succession transitions, buyouts, carve-outs, and complex family dynamics where judgment and discretion
matter more than speed.
Our role: Stabilize complexity and structure options.
04 · Valuation & Positioning
The story buyers believe.
Understand valuation reality, normalize earnings, and articulate a narrative that is credible,
defensible, and buyer-ready.
Our role: Build clarity and define the buy-side narrative.
05 · Strategy & Negotiation
Leverage without drama.
Institutional discipline with founder-first alignment. We coordinate diligence, manage buyers,
and maintain momentum.
Our role: Lead strategy and secure superior terms.
06 · Post-Close Support
After the wire hits.
Earnouts, transitions, and early capital decisions. We help protect you, your people, and
the future beyond closing.
Our role: Ensure a smooth transition.
The Cordis Transaction Process
A disciplined, founder-first process engineered to protect value, reduce risk, and eliminate surprises.
Whether we’re leading a sale, acquisition, or complex transition, every mandate follows the same calm, coordinated architecture shaped around judgment—not speed.
01 · Positioning & Narrative Architecture
Position before you print.
The story buyers believe and the numbers they trust—built before the market ever sees the opportunity.
We surface risks early, normalize earnings, and develop a defensible valuation range. The narrative,
structure preferences, and deal thesis are aligned well before outreach begins.
Our role: Define valuation reality, narrative, and process design so the market meets you on your terms.
02 · Preparation & Diligence Readiness
Clean, organized, and buyer-ready.
Premium outcomes require preparation worthy of premium buyers.
We build the data room, refine financials, coordinate with advisors, and preempt diligence issues.
The objective is simple: zero surprises when buyers dig in.
Our role: Build diligence readiness and align all advisors from day one.
03 · Market Engagement & Buyer Alignment
Deliberate, quiet, curated outreach.
Momentum without noise. Alignment without overexposure.
We qualify buyers discreetly, manage information flow, and shape expectations well ahead of the LOI.
Every conversation is intentional.
Our role: Guide buyer behavior and protect leverage from the first touchpoint.
04 · Competitive Tension & Negotiation
Leverage, structured and sustained.
The terms you secure are shaped here—not at closing.
We run a disciplined bid process that preserves leverage, manages emotion, and narrows to the right
partner and deal structure—without losing momentum.
Our role: Lead negotiation strategy and protect non-financial priorities.
05 · Diligence Leadership & Issue Navigation
Where most deals fracture.
This is where calm leadership and judgment matter most.
We orchestrate legal, tax, QoE, lenders, and buyers—filtering noise, pacing the process, and resolving
issues without letting the deal destabilize.
Our role: Coordinate all parties and maintain alignment through complexity.
06 · Closing & Post-Close Continuity
After the signatures, real life begins.
The first ninety days often matter more than the last ninety.
Earnouts, team communication, cultural handoff, and early capital decisions all shape the next chapter.
We stay engaged through the moments that define long-term success.
Our role: Support stability, protect people, and guide the transition beyond close.
A selective advisory relationship
For founders and private principals who expect judgment, precision, and discretion at every step.
Cordis limits the number of mandates we accept because serious decisions require full presence, unhurried judgment, and a process built around the stakes—not the speed. If you want a partner who treats your inflection point with the gravity it deserves, you’ll feel aligned here.
If you’re considering a sale
You want a seasoned, unflinching advisor who can position the business, orchestrate buyers, and protect
value without noise, drift, or unnecessary visibility. The objective: clarity, leverage, and a premium exit
without compromising people or legacy.
If you’re actively buying
You want curated opportunities, disciplined diligence, structured negotiation, and a clear-eyed view of
valuation and risk—delivered with institutional rigor, not bureaucracy. The right deal, at the right structure,
for the right reasons.
If your situation is complex
Succession, partner transitions, carve-outs, sensitive dynamics, or moments where judgment matters more
than templates or transaction velocity. You need calm leadership and a steady hand that protects both the
business and the people inside it.
If you want clarity before moving
You’re evaluating timing, structure, or optionality. You want a partner who can frame decisions, surface
blind spots, and help you proceed with confidence—not pressure.
A confidential conversation, on your terms.
If you’re preparing, evaluating options, or already in motion, a quiet, senior-level discussion can bring the
clarity needed to protect value and move forward with intention.