Beyond Banking
Beyond Brokerage
Beyond the Obvious
Elite M&A advisory that honors what you’ve built, protects those who rely on it, and secures the future it creates.
Guidance across every stage of a sale or acquisition
1 Sell-Side Advisory
Clear narrative. Clean numbers. Disciplined process. We lead founders and owners through a structured sale process that creates competitive tension, eliminates surprises, and maximizes certainty of close.
Our Role: position the business, manage buyers, run the process, protect value.
Wall Street level execution and Founder-First alignment at every step.
2 Buy-Side Advisory
Serious diligence. Real alignment. No wasted motion. We help strategic buyers, families, and private investors source, screen, and secure exceptional businesses with disciplined, founder-aware judgment.
Our Role: Source and qualify opportunities, lead diligence, manage negotiations, and ensure strategic fit.
3 Special Situations
Complexity handled with clarity and calm. Succession transitions, carve-outs, partner buyouts, distressed situations, and family dynamics require judgment, not templates.
Our Role: Provide structured guidance, stabilize complexity, and lead a path through uncertain or sensitive situations.
4 Valuation & Positioning
The story buyers believe. The numbers they respect. We help owners understand their valuation reality, normalize earnings, identify risks, and articulate a clear, defensible narrative.
Our Role: Build valuation clarity, define the narrative, and ensure your positioning is credible, compelling, and buyer-ready.
5 Strategy & Negotiation
Institutional discipline. Founder-first alignment. We orchestrate the deal from start to finish, buyer management, diligence sequencing, negotiation, and process control.
Our Role: Lead the deal, coordinate advisors, manage momentum, and secure the strongest terms with minimal friction.
6 Post-Close Support
Continuity, clarity, and protection after the ink dries. We guide owners through earnouts, handovers, team transitions, and post-close sequencing so the next chapter is stable and well-aligned.
Our Role: Ensure smooth transition, protect your long-term interests, and maintain clarity through the first chapter after close
Want to explore how these apply to your situation?
The Cordis Transaction Process
A disciplined, founder-first M&A process engineered to protect value, eliminate surprises, and secure the strongest possible outcome.
How we run a sale or acquisition, with clarity, precision, and alignment at every stage:
1 Positioning & Narrative Architecture
The story buyers believe and the numbers they respect built before we ever go to market.
Our Role: Define the narrative, normalize earnings, surface risks early, and shape the positioning that drives value.
2 Preparation & Diligence Readiness
Buyers pay premiums for clean, credible, and well-prepared companies.
Our Role: Build diligence tools, resolve issues before they surface, align advisors, and ensure readiness from day one.
3 Market Engagement & Buyer Alignment
Calm, curated outreach that builds interest without ever signaling need or urgency.
Our Role: Manage buyer sequencing, early alignment, information flow, and disciplined momentum.
4 Competitive Tension & Negotiation
The leverage advantage that protects value and secures superior terms.
Our Role: Create structured competition, lead negotiation strategy, and manage the emotional and tactical dynamics of the deal.
5 Diligence Leadership & Issue Navigation
Where most deals fall apart, and where disciplined leadership matters most.
Our Role: Orchestrate all advisors, anticipate issues, control pacing, filter noise, and keep the process aligned with your goals.
6 Closing & Post-Close Continuity
A smooth transition that protects you, your people, and the future built on your business.
Our Role: Coordinate closing, manage handoffs, support integration, and safeguard your interests in the first critical chapter after close.
Transactional Mandates We Support
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Sell-Side Advisory & Strategic Alternatives
Premium, disciplined exit processes designed to maximize value, reduce friction, and create competitive tension with calm precision.
We lead the preparation, positioning, buyer sequencing, and negotiation from start to finish.
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Buy-Side Mandates & Strategic Acquisitions
For operators, families, and private buyers who want curated sourcing, disciplined screening, institutional negotiation leadership, and post-close continuity.
We identify the right opportunities, evaluate them with clarity, and negotiate from a position of strength.
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Special Situations & Complex Transitions
Where stakes are personal and traditional advisors fall short.
We support succession, partner buyouts, divorce-linked transactions, recapitalizations, and multi-party family dynamics with discretion, stability, and institutional calm.
If you’re considering a sale, acquisition, or transition, we can help you understand your position. Start a confidential M&A strategy session.