Update:

AmeriTeam Realty was acquired and merged with Robert Slack Realty

Client:

Alan Randel

Projects:

Deal Sourcing, Buyer Identification, Pre-Acquisition Due Diligence, Operational Assessment, Talent Evaluation, Organizational Transition Planning, Communication Strategy, Post-Merger Integration Support

Websites:

www.AmeriTeamRealty.com

www.AmeriTeamCareers.com

When AmeriTeam Realty entered a period of strategic transition, we were engaged to facilitate and manage their path toward acquisition. With strong roots in the Central Florida real estate market and a large roster of independent agents, AmeriTeam had built significant brand equity but was navigating scalability challenges in a competitive landscape.

Our initial role was to conduct a comprehensive Operational Assessment to determine how prepared AmeriTeam was for a buyout or merger. This included reviewing internal systems, compensation structures, culture, agent churn rates, and leadership bandwidth. We developed a Talent Evaluation scorecard to assess key team members’ potential for retention and integration into a larger brokerage framework.

Once acquisition readiness was confirmed, we activated Buyer Identification efforts, mapping a network of brokerages and private equity firms that had both the capacity and cultural alignment to make the deal work. This led us directly to Robert Slack Realty, one of Florida’s fastest-growing real estate firms. Their high-volume, tech-enabled model presented a compelling fit.

We supported Pre-Acquisition Due Diligence, helping to uncover back-office liabilities, deferred tech upgrades, and agent contract inconsistencies. These findings were mitigated through a collaborative strategy that allowed both parties to approach the table with clarity.

Following the agreement, we assisted with Organizational Transition Planning and built a Communication Strategy for agents, staff, and stakeholders to ensure continuity and minimize attrition. Over the course of the merger, we remained on as advisors to support Post-Merger Integration, focusing on syncing CRMs, training systems, and aligning agent onboarding under the Robert Slack umbrella.

The deal was successfully executed with minimal disruption and positioned the newly expanded brokerage to become a dominant force across Florida’s residential markets.

Client:

Billow Capital, Ltd.

Projects:

Target Identification, Investment Thesis Development, Due Diligence Support, Strategic Valuation Modeling, Fundraising Preparation, Portfolio Synergy Analysis, Deal Structuring, Post-Merger Integration Advisory

Website:

www.BillowCapital.com

Billow Venture Capital approached us with a clear objective: scale their emerging venture portfolio through strategic acquisitions while refining their investment infrastructure for institutional appeal. At the time, Billow was actively raising capital for its second fund and needed support to align its portfolio strategy with market expectations and M&A opportunities.

We began by assisting with Investment Thesis Development to clarify Billow's vertical focus, acquisition criteria, and differentiation within the venture space. This involved identifying niche markets where operational acquisitions could drive synergy across portfolio companies—especially in fintech, sustainability, and creator economy sectors.

From there, our team conducted Target Identification by sourcing early-stage and growth-stage businesses that fit Billow's mandate and could either fold into existing investments or complement their thesis. Once acquisition candidates were shortlisted, we supported Due Diligence, building out custom data rooms and stress-testing growth assumptions, cap tables, and customer concentration risks.

Using financial modeling tools, we created Strategic Valuation Models for each opportunity and helped structure deals that protected downside while maximizing founder retention. At the same time, we advised on Fundraising Preparation, polishing investor decks, LP updates, and GP messaging for capital conversations that would surround any acquisition.

One of the key value-adds we provided was a Portfolio Synergy Analysis, mapping out how the M&A targets could streamline operations, share tech stacks, or cross-sell into each other’s client bases. This analysis strengthened internal conviction and improved external LP confidence.

Post-acquisition, we remained on as Integration Advisors, helping the founders build a unified culture, optimize shared services, and align KPIs across entities.

Billow emerged from this engagement with deeper investor confidence, improved operational clarity, and a sharper edge in a competitive VC landscape.

Clients:

Blake Mallen, Nick Sarnicola, Ryan Blair

Projects:

Industry Mapping, Target Identification, Pre-Acquisition Due Diligence, Valuation Support, Deal Negotiation Advisory, Integration Planning, Market Intelligence, Talent Retention Strategy

Website:

carlyle.com

Our engagement with Carlyle, one of the most recognized global investment firms, centered around supporting a mid-market M&A strategy within a fast-evolving technology vertical. The initiative was tied to Carlyle’s thesis-driven approach in acquiring strategic assets that could enhance its private equity portfolio’s long-term value through digital transformation and recurring revenue models.

The initial phase involved Industry Mapping, where we analyzed fragmented tech sectors ripe for consolidation, such as SaaS-enabled business services, workflow automation tools, and cybersecurity infrastructure. Working closely with their internal deal teams, we refined an Acquisition Profile that prioritized targets with scalable tech, recurring revenue, and founder-led teams willing to stay post-transaction.

We supported Target Identification and Pre-Acquisition Due Diligence for several companies across North America and Latin America. This involved operational deep dives into customer retention metrics, IP defensibility, churn patterns, and the product roadmaps of each potential acquisition. Our insights were critical in highlighting hidden liabilities and post-acquisition risks.

Through Valuation Support and financial modeling, we advised Carlyle on scenario planning based on multiple deal structures, including earn-outs, equity rollover terms, and EBITDA-linked performance triggers. Our Deal Negotiation Advisory ensured that pricing remained favorable while mitigating risks.

Simultaneously, we collaborated with Carlyle’s integration leads to create a Post-Acquisition Integration Plan, detailing systems harmonization, HR strategy, and talent retention for key leadership teams. We also provided Market Intelligence that framed the strategic value of each deal to Carlyle’s board and investor base.

One of the most delicate aspects of the project was the Talent Retention Strategy, which we customized to secure the commitment of critical engineering and product teams without overextending equity packages.

This engagement with Carlyle highlighted our ability to execute institutional-grade M&A support while aligning operational realities with long-term investment strategy.

Client:

John Jones

Projects:

Asset Valuation & Segmentation, Entity Restructuring, Due Diligence Preparation, Exit Strategy Consulting, Buy-Side Readiness Advisory, Intercompany Licensing, IP & Brand Portfolio Analysis, Roll-Up Strategy Design

Website:

www.cuh2o.com

CUH2O, a multi-divisional water treatment company with holdings that included Eco Pool Cleaning, a middle-market industrial manufacturing arm, and a network-based MLM sales organization, approached us to provide M&A advisory as it evaluated strategic buyout offers and potential roll-up partnerships.

Given the diverse nature of its revenue streams, ranging from direct-to-consumer home services to wholesale product distribution and multi-level sales networks, our first priority was Asset Segmentation and Valuation. We carefully dissected the company’s financials to isolate each business unit’s EBITDA contribution, IP portfolio, and operational dependencies.

CUH2O required both Buy-Side Readiness and Exit Strategy Consulting, depending on which arm of the business was involved. For Eco Pool Cleaning, we explored franchise model spin-offs and asset-based acquisition paths. For the industrial division, we prepared the business for middle-market private equity interest, particularly focusing on recurring B2B contracts, manufacturing capacity, and logistical scalability.

The MLM division required IP & Brand Portfolio Analysis to ensure trademarks, software platforms, compensation structures, and international downline networks were protected and appropriately valued. We also advised on Intercompany Licensing to formalize relationships between the arms and reduce exposure during due diligence.

With multiple suitors and complex internal arrangements, Entity Restructuring became essential. We created a clean holding structure that allowed investors to acquire individual arms independently or as a bundled vertical integration play.

Finally, we supported CUH2O in designing a Roll-Up Strategy targeting regional service providers and independent distributors that could fold into the operational model post-acquisition.

Our work not only enhanced CUH2O’s valuation but also equipped it with the internal clarity needed to navigate high-stakes deal conversations with confidence and professionalism.

Client:

Time

Projects:

Pre-Acquisition Advisory, Strategic Positioning for Exit, Financial Statement Recasting, IP & Licensing Review, Stakeholder Presentation Decks, Brand Integration Strategy, Sell-Side Negotiation Support, Transitional Operations Planning

Website:

emitsolar.com

Emit Solar, a fast-growing solar energy company with regional contracts and a clean, media-forward brand, approached us with an ambitious goal, to position itself as an acquisition target for a legacy media company with expanding ESG and sustainability initiatives. That company turned out to be Meredith Corporation, which was in the midst of evolving its portfolio prior to its merger into Dotdash Meredith.

Our engagement began with Pre-Acquisition Advisory and Strategic Positioning for Exit, focused on elevating Emit Solar’s brand not only as a cleantech installer, but also as a content-driven platform for renewable lifestyle education. This pivot aligned with Meredith’s goals of expanding into green living media and allowed us to position Emit Solar as a hybrid asset, part service provider, part thought leader.

We supported the Emit Solar executive team by Recasting Financials to separate install operations from potential licensing and affiliate media revenue. Our IP Review ensured all content, software, and data were properly owned or licensed, which helped build confidence with corporate buyers.

When acquisition conversations turned serious, we helped prepare Stakeholder Decks that narrated the full lifecycle and growth potential of Emit Solar, integrating ESG metrics and future media monetization paths. We also played a key role in Sell-Side Negotiation Support, balancing favorable valuation with long-term brand preservation goals.

After the purchase by Meredith Corporation, we remained engaged to advise on Transitional Operations Planning, ensuring that content, marketing assets, and regional partnerships were seamlessly integrated into Meredith’s publishing and digital media infrastructure, especially crucial as Meredith itself transitioned into Dotdash Meredith.

The result was a smooth brand absorption, increased brand visibility for Emit Solar, and the establishment of renewable energy as a serious category within one of the largest lifestyle media platforms in the world.

Client:

HI Holding Co.

Projects:

Due Diligence Coordination, Valuation Analysis, Market Positioning Strategy, Financial Modeling, Deal Structuring, Negotiation Support, Post-Merger Integration Planning, Leadership Transition Support

Website:

www.hiholding.com

HI Holding Company, a diversified investment and brand development firm, engaged us to support a complex merger and acquisition process aimed at consolidating several smaller brands and business units into a single scalable entity. The goal was to create a streamlined holding company capable of attracting more significant investment and expanding its market footprint.

Our work began with Due Diligence Coordination, gathering and reviewing financial, legal, and operational information across multiple subsidiary businesses. We worked closely with the HI Holding leadership team and their external advisors to identify any potential risks and opportunities in each business unit, facilitating a smooth information flow between buyers and sellers.

Simultaneously, we conducted a comprehensive Valuation Analysis and developed a tailored Market Positioning Strategy that highlighted HI Holding’s competitive advantages and growth potential. This was critical in attracting interest from strategic investors and aligning expectations internally.

Throughout negotiations, we provided Deal Structuring and Negotiation Support, helping leadership balance valuation, equity splits, and governance terms. Our goal was to create a fair, mutually beneficial agreement while protecting HI Holding’s long-term vision.

Following deal closure, we facilitated Post-Merger Integration Planning, ensuring operational, financial, and cultural elements from the acquired companies blended effectively. We also supported Leadership Transition, guiding key executives and management teams through changes in roles and responsibilities to maintain stability and momentum.

The outcome was a successfully merged entity with a clear growth roadmap, enhanced operational efficiency, and a stronger platform for future acquisitions or capital raises. Our hands-on support helped HI Holding navigate a multifaceted deal with confidence, setting the stage for sustained expansion and increased shareholder value.

Client:

INCHOLDINGS, LLC

Projects:

Target Identification, Due Diligence Support, Financial Modeling, Strategic Partnership Negotiation, Deal Structuring, Integration Planning, Post-Merger Performance Monitoring

Website:

www.incholdings.com

Inc. Holdings, a rapidly growing digital business incubator and remote-first company, engaged us to assist with several strategic mergers and acquisitions aimed at expanding their portfolio and accelerating growth across multiple industries.

Our involvement began with Target Identification, where we helped Inc. Holdings evaluate potential acquisition candidates that aligned with their vision and market strategy. We prioritized companies with strong digital capabilities and scalable business models to complement Inc. Holdings’ remote and technology-driven operations.

During the acquisition process, we provided comprehensive Due Diligence Support by coordinating cross-functional reviews of financials, legal compliance, and operational systems. This ensured Inc. Holdings had a clear understanding of risks and opportunities before committing to deals.

We crafted detailed Financial Models to analyze potential outcomes under different deal structures and financing scenarios, enabling informed decision-making. Alongside, we facilitated Strategic Partnership Negotiations to structure win-win agreements that balanced control and collaboration.

Post-agreement, we guided Inc. Holdings through Deal Structuring and Integration Planning, designing roadmaps to merge corporate cultures, align processes, and integrate technology platforms efficiently. Our approach emphasized minimizing disruption while maximizing synergies between merged entities.

Finally, we supported Post-Merger Performance Monitoring, tracking key metrics and operational milestones to ensure the acquisition met strategic and financial objectives. Regular updates and adjustment recommendations helped Inc. Holdings optimize their investment returns.

Through this partnership, Inc. Holdings successfully expanded their holdings with well-executed acquisitions, strengthening their market position and building a diversified, tech-forward business portfolio ready for future innovation and scale.

Client:

Christopher Palmer

Projects:

Target Evaluation, Market Analysis, Due Diligence Coordination, Valuation Assessment, Deal Negotiation, Acquisition Integration, Brand Consolidation, Operational Alignment

Website:

www.instantluxuryrentals.com

Instant Global Holding, the parent company of Instant Luxury Rentals and Instant Rent-a-Car, sought strategic acquisitions to bolster their presence in the high-end vehicle rental market and diversify their portfolio within the car rental industry.

Our role began with Target Evaluation and Market Analysis to identify acquisition opportunities that complemented Instant Global Holding’s luxury and exotic vehicle rental business as well as their broader rent-a-car operations. We focused on companies with strong brand recognition, loyal customer bases, and scalable technology platforms.

We then facilitated Due Diligence Coordination by assembling multidisciplinary teams to assess financial health, operational efficiency, legal compliance, and technology infrastructure of potential targets. This ensured comprehensive insight into risks and potential integration challenges.

Our team conducted thorough Valuation Assessments to determine fair market value and advised on optimal deal structures to balance risk and reward. We led Deal Negotiation sessions with stakeholders to secure favorable terms and align strategic objectives.

Following acquisition agreements, we guided Instant Global Holding through Acquisition Integration, focusing on Brand Consolidation to unify marketing and customer experience across Instant Luxury Rentals and Instant Rent-a-Car. We streamlined operations and aligned technology systems to maximize efficiency and cost savings.

Our approach emphasized smooth cultural and operational transitions to preserve client loyalty and employee engagement. Through continuous monitoring and adjustment, we supported Instant Global Holding in optimizing performance and expanding their footprint within the luxury and mainstream vehicle rental markets.

This M&A initiative significantly strengthened Instant Global Holding’s market position, broadened service offerings, and created a foundation for future growth and innovation across their transportation assets.

Client:

Jake Leicht, Justin Blevins

Projects:

Target Identification, Due Diligence Support, Financial Modeling, Deal Structuring, Negotiation Facilitation, Integration Planning, Change Management, Post-Merger Performance Monitoring

Websites:

theflipsecrets.com | mavcapmgt.com

Maverick Capital, a leading real estate investment and asset management firm, operates as a sister company to Cosale/Cosaling.com and The Flip Secrets, one of the nation's top rated real estate investment schools, both subsidiaries of Strategic Enterprises Inc. When Strategic Enterprises embarked on a strategic expansion, Maverick Capital Management played a pivotal role within its broader corporate family’s M&A initiatives.

Our team provided comprehensive end-to-end M&A advisory services tailored for Maverick Capital Management and the parent company’s strategic vision. We began by supporting Target Identification, focusing on acquisitions that would complement the firm’s real estate portfolio and educational assets under The Flip Secrets umbrella, ensuring synergy across subsidiaries.

With Due Diligence Support, we coordinated multi-disciplinary teams to assess financial, operational, and legal aspects, minimizing risk and uncovering hidden value. We developed detailed Financial Models to simulate acquisition scenarios, optimizing for cash flow and scalability across the consolidated entities.

During Deal Structuring and Negotiation Facilitation, we ensured agreements aligned with Strategic Enterprises’ corporate governance and growth strategies, securing terms that balanced upfront investment with performance-based earn-outs.

Post-closing, our Integration Planning focused on aligning business processes between Maverick Capital and The Flip Secrets, fostering collaboration while maintaining their distinct operational identities. We deployed Change Management techniques to support team adoption and preserve culture within both companies.

Lastly, we implemented Post-Merger Performance Monitoring systems for Strategic Enterprises, enabling real-time tracking of integration milestones and financial KPIs to ensure value realization and inform future acquisition strategies.

Through this comprehensive M&A support, Maverick Capital Management and The Flip Secrets effectively leveraged their relationship under Strategic Enterprises Inc., accelerating growth and enhancing market competitiveness in their respective real estate and education sectors.

Client:

Joseph Lynch

Projects:

Exit Strategy Planning, Valuation Analysis, Deal Negotiation, Asset Recovery, Bankruptcy Auction Advisory, Intellectual Property Acquisition, Post-Acquisition Brand Revival, Restructuring Support

Website:

www.miamiadcompany.com

Miami Ad Company’s journey through mergers and acquisitions is marked by a remarkable mix of early success, loss, and strategic recovery. Just days before his 21st birthday, Chris successfully executed a seven-figure exit by selling Miami Ad Company, a thriving marketing agency. This milestone, which should have been celebrated with champagne, came at a pivotal moment in Chris’ young entrepreneurial career.

However, the new owners struggled to maintain the agency’s momentum, and within a short period, Miami Ad Company’s fortunes declined significantly. The business eventually entered bankruptcy proceedings, putting its valuable assets, including the company’s well-established intellectual property and brand name, at risk.

Recognizing the latent value of Miami Ad Company’s brand and reputation, Chris strategically participated in the bankruptcy auction, acquiring back the agency’s IP and namesake. This move was both bold and opportunistic, providing a second chance to restore the company’s legacy.

Throughout this process, we provided comprehensive exit strategy planning and valuation analysis to ensure Chris maximized the initial sale value. When the opportunity to recover the company arose, we led bankruptcy auction advisory and intellectual property acquisition, navigating complex legal and financial hurdles to secure the assets.

Post-acquisition, our team focused on brand revival and restructuring support, working closely with Chris to rebuild Miami Ad Company’s market position, restore client confidence, and reestablish operational efficiency.

This case exemplifies resilience and strategic foresight in M&A, turning what could have been a permanent loss into an extraordinary comeback story. Miami Ad Company today stands poised for renewed growth and success under Chris’ leadership.

Client:

Zachery Stetson

Projects:

Franchise Sales Strategy, Franchisee Acquisition Support, Valuation of Franchise Rights, Deal Structuring, Legal Compliance Consulting, Transfer Facilitation, Post-Sale Franchise Support

Website:

www.phonerepairand.com

Phone Repair & Computers, Tablets, Buy/Sell/Trade operates a network of retail franchises specializing in device repair and trade services. Our role in the M&A process centered around strategically growing and selling franchise units to expand the brand footprint while ensuring a profitable and compliant transfer of franchise rights.

We began by developing a tailored franchise sales strategy that highlighted the brand’s value proposition to potential franchisees. This involved market research, identifying ideal franchise candidates, and crafting compelling sales materials designed to attract qualified investors. We worked closely with the leadership team to refine the franchise offering, pricing models, and support services to maximize appeal.

Our team supported the franchisee acquisition process, screening and qualifying prospective buyers to ensure alignment with brand standards and long-term success potential. We provided valuation consulting specifically focused on franchise rights, ensuring that sales pricing reflected both current revenue streams and growth potential.

Throughout the process, we facilitated deal structuring and advised on legal compliance related to franchise sales regulations and transfer documentation. This careful attention to regulatory detail helped avoid costly delays or disputes.

After finalizing franchise sales agreements, we coordinated the transfer of franchise ownership, working closely with franchisors and franchisees to ensure smooth onboarding. Post-sale, we continued providing support to new franchisees, assisting with training, operational integration, and marketing strategies to help them hit the ground running.

This comprehensive approach enabled Phone Repair & Computers to successfully sell multiple franchise units, expanding their market presence while preserving brand integrity and boosting overall valuation.

Client:

Natalia Rondon

Projects:

Due Diligence, Valuation of Real Estate Assets, Deal Structuring, Negotiation Support, Integration Planning, Regulatory Compliance, Post-Merger Operational Alignment

Website:

www.propieadmin.com

Propie Admin is a specialized agency managing short-term and vacation rental real estate assets. Our involvement in their merger and acquisition process was critical in ensuring a smooth transition and maximizing the value extracted from the deal.

We started by conducting comprehensive due diligence on Propie Admin’s portfolio, analyzing property management contracts, occupancy rates, revenue streams, and client relationships. This helped paint an accurate financial and operational picture for potential buyers.

Our team performed a detailed valuation of the real estate assets under management, factoring in market trends, rental income projections, and property appreciation potential. This valuation formed the basis for negotiations, ensuring the client received fair market value.

We supported the client through deal structuring, helping design terms that aligned with both buyer and seller interests, including earn-outs and performance-based contingencies to protect Propie Admin’s ongoing business success.

During the negotiation phase, we facilitated transparent communication, clarifying operational and financial expectations and addressing concerns related to property management continuity.

Post-agreement, we guided integration planning, working with both companies to align management systems, client communication protocols, and vendor relationships. We ensured regulatory compliance related to real estate management and data privacy requirements were fully addressed.

After closing, we remained involved in post-merger operational alignment, helping Propie Admin maintain high service levels and client retention throughout the transition period.

Our comprehensive M&A support helped Propie Admin successfully navigate the complexities of selling their management portfolio while positioning the business and assets for continued growth under new ownership.

Client:

Hector Gómez

Projects:

Target Identification, Due Diligence, Valuation, Negotiation Support, Deal Structuring, Integration Management, Cross-Border Compliance, Cultural Alignment, Post-Merger Synergies

Website:

www.rayosverdes.com

Rayos Verdes is a leading solar energy company expanding aggressively across Latin America through the acquisition of over a dozen smaller solar firms. Our role was instrumental in managing the complex M&A processes inherent to this multi-country consolidation.

We began by helping Rayos Verdes identify suitable acquisition targets that aligned strategically with their goals to increase market share and expand service offerings. This included analyzing regional solar markets, competitor positioning, and technological capabilities.

Our team performed thorough due diligence on each target, reviewing financials, contracts, regulatory standings, and customer bases. This ensured Rayos Verdes could accurately assess risks and opportunities in each deal.

Valuation was critical, particularly across diverse Latin American markets with varying economic conditions. We developed customized valuation models that accounted for local market nuances, solar incentives, and growth potential.

Negotiation support was provided to balance buyer and seller interests, crafting deal terms that included earn-outs and performance incentives tailored to the solar industry’s unique sales cycles.

Given the cross-border nature of these deals, we advised extensively on regulatory compliance, ensuring adherence to environmental laws, energy regulations, and labor requirements in each country.

Post-deal, we managed integration efforts focusing on operational synergies such as consolidating supply chains, unifying sales and service teams, and harmonizing corporate cultures across multiple Latin American regions.

Our comprehensive M&A support enabled Rayos Verdes to scale rapidly and efficiently, solidifying their position as a dominant solar provider while preserving value for shareholders and maintaining service quality for clients.

Client:

Evan Rose

Projects:

Target Identification, Financial Due Diligence, Risk Assessment, Valuation, Negotiation Support, Deal Structuring, Regulatory Compliance, Post-Merger Integration, Stakeholder Communication

Website:

www.refreshedcredit.com

Refreshed Financial, operating under the brand Refreshed Credit, provides innovative financial services focused on credit repair and personal finance management. As the company sought to expand its footprint and service capabilities, they engaged us to guide them through a strategic acquisition process.

Our first task was to identify complementary targets within the fintech and credit services space that could accelerate growth and enhance Refreshed Credit’s service offerings. We focused on companies with strong customer bases, innovative technology platforms, and compliant regulatory track records.

We conducted comprehensive financial due diligence to evaluate each target’s revenue streams, debt obligations, customer retention metrics, and operational efficiency. This rigorous analysis helped uncover hidden risks and opportunities critical to sound decision-making.

Valuation was carefully modeled to reflect both current financial health and future growth prospects in the highly competitive credit services market. We advised Refreshed Financial on structuring deals that balanced upfront payments with performance-based incentives, minimizing risk while motivating strong post-acquisition performance.

Negotiation support involved facilitating dialogue between stakeholders to achieve mutually beneficial terms and smooth the transaction process. We also ensured strict adherence to industry-specific regulations related to consumer data protection and financial compliance.

Following acquisition, we managed post-merger integration, focusing on technology platform consolidation, customer service alignment, and workforce integration. Transparent communication with stakeholders and customers helped maintain trust and minimize disruption.

Our end-to-end M&A support enabled Refreshed Financial to successfully expand their market presence, improve service capabilities, and position themselves competitively for future growth in the dynamic financial services sector.

Client:

Joshua Jenkins

Projects:

Asset Valuation, Strategic Due Diligence, Intellectual Property Assessment, Deal Structuring, Negotiation Facilitation, Regulatory Compliance, Integration Planning, Stakeholder Engagement

Website:

REILY.co

REILY™ is a dynamic real estate investment platform with multiple interconnected assets, including Contractor Bust, REILY.pro (an AI-powered app for investors), REILY Pro-Certified (a certification and education platform), REILY Capital, REILY Foundation, and United Seller's Assistance. The company’s diversified portfolio demanded a complex and nuanced mergers and acquisitions strategy to maximize value and streamline growth.

Our M&A engagement began with an in-depth valuation of each asset, recognizing that the distinct nature of the technology platform, educational content, capital services, nonprofit foundation, and consumer protection brand required tailored approaches. We performed detailed due diligence to assess financial health, legal standing, technology ownership, and intellectual property rights to uncover potential risks and opportunities.

Strategic deal structuring was critical in accommodating the varied operational models, especially balancing nonprofit activities with for-profit ventures under the same umbrella. We crafted negotiation strategies that preserved the brand integrity of each asset while ensuring cohesive future growth.

Throughout the process, we facilitated dialogue between internal stakeholders and external parties to smooth negotiations and address regulatory compliance concerns across different sectors, from fintech and real estate investing to nonprofit governance.

Post-acquisition integration planning focused on unifying operational processes without compromising the unique mission of each asset. Technology systems, branding, and customer engagement strategies were carefully aligned to enhance the overall ecosystem.

Our comprehensive M&A support empowered REILY™ to consolidate its holdings, sharpen competitive advantage, and build a robust platform that serves investors, educators, consumers, and philanthropic causes effectively within a rapidly evolving real estate market.

MD Rep:

Jim Stokes

Projects:

Growth Strategy, Market Positioning, Valuation & Financial Analysis, Due Diligence Support, Acquisition Negotiation, Transition & Integration Planning, Stakeholder Management

Website:

t-mobile.com

The Mobile Solution began as a network of authorized dealer stores focused on mobile device sales and services. Through strategic business development and operational excellence, the company expanded rapidly to over 500 independent retail locations nationwide. This growth created significant market presence and operational scale, catching the attention of major wireless carriers.

Our M&A engagement involved helping The Mobile Solution solidify its growth strategy and enhance its market positioning to attract potential acquirers. We performed detailed valuation and financial analysis to demonstrate the company’s value based on store performance, customer base, and geographic footprint.

During the due diligence phase, we coordinated the collection and presentation of key operational, legal, and financial documents to facilitate a smooth evaluation by T-Mobile. Our team provided critical insights to address buyer concerns and ensure compliance with regulatory requirements.

We played a pivotal role in negotiation support, helping align expectations on deal structure, valuation, and terms. Our expertise helped The Mobile Solution negotiate a favorable acquisition agreement with T-Mobile, maximizing shareholder value while preserving key operational aspects during the transition.

Following the acquisition agreement, we assisted with transition and integration planning, ensuring a seamless transfer of operations, retail locations, and employees into the T-Mobile corporate structure. Our stakeholder management efforts helped maintain morale and continuity during this period of change.

The successful acquisition by T-Mobile marked a significant milestone for The Mobile Solution, transforming it from an independent dealer network into an integral part of a leading national wireless carrier, unlocking new growth opportunities for all involved.