Consulting engagements are designed to prepare your company for a sale. We focus on completing a comprehensive business valuation, developing an in-depth understanding of your market and guiding improvements to your EBITDA performance to maximize your overall value. Overall, we focus on setting up the broad strokes of a potential deal.

We provide a full life cycle process designed to maximize your value and provide you with quality buyers. We are experienced in enterprise sales as well as carve-out situations. We also offer post-closing support for example post close purchase price adjustments, earn outs and the management of other post close contractual provisions.

We provide a full life cycle process designed to help you identify potential buy-side opportunities. Our comprehensive due diligence process helps to reduce risk and ensures the acquisition you are considering will increase your current market share or guide you into new attractive markets. We work with legal counsel to develop contractual provisions, agreements, and related documents.

We are unconflicted Capital Raising and M&A experts for privately owned businesses. We have worked with sole sourced or syndicated investors to raise capital for debt restructuring, enabling growth opportunities, or to fund contemplated investments.

Our comprehensive approach underscores the commitment to providing solutions that address the diverse needs and objectives of clients throughout their financial journey. Once a sale is completed, we can assist clients by developing a deeper understanding of the growth objectives for the proceeds and provide access to our extensive network of wealth management professionals who can guide and implement their growth objectives.

SGA assists clients in preserving and growing their wealth over multiple generations through effective wealth transfer and succession planning. This may involve structuring family trusts, implementing gifting strategies, and educating future generations on financial stewardship. The focus is on ensuring the orderly transfer of assets to beneficiaries according to clients' wishes while minimizing tax liabilities and preserving wealth for future generations.