How we get your deal done.

Every engagement is different. These four things never change.

01

M&A Advisory

Full-process representation from preparation through close. We manage the buyer universe, run the process, negotiate terms, and protect your interests at every turn. You focus on running your business. We handle everything else.

What This Includes

  • Strategic buyer identification and qualification
  • Marketing materials and data room preparation
  • Process management and buyer communication
  • Due diligence coordination and issue resolution
  • Term negotiation and deal structuring
02

Valuation & Market Positioning

An honest, defensible view of what your business is worth — and what it could be worth with the right preparation. No inflated numbers to win your business. No lowball to manage expectations. Just the truth, with a plan to maximize it.

Our Approach

  • Comparable transaction analysis
  • Discounted cash flow modeling
  • Strategic value assessment
  • Value enhancement opportunities
  • Market timing considerations
03

Exit Readiness (included in every engagement)

Most businesses aren't sale-ready. Financial reporting gaps, customer concentration, key-person dependencies, deferred maintenance — buyers see all of it. We identify and address these issues before they become negotiating leverage for the other side. Our exit readiness preparation is included in every Castor engagement — not an optional add-on.

Assessment Areas

  • Financial reporting quality and EBITDA adjustments
  • Customer concentration and contract durability
  • Management depth and key-person risk
  • Technology and IP documentation
  • Legal, environmental, and regulatory exposure
04

Targeted Outreach

Not all buyers are created equal. Strategic acquirers, private equity firms, family offices, independent sponsors — each evaluates differently and pays differently. We build a buyer strategy tailored to your business and your goals.

Buyer Types We Target

  • Strategic acquirers seeking operational synergies
  • Lower middle market private equity funds
  • Family offices and high-net-worth individuals
  • Independent sponsors and search funds
  • Management buyout candidates

Our Process

Every engagement follows the same process — built from hundreds of transactions on both sides of the table — customized for your specific situation and timeline.

1

Discovery & Assessment

Deep dive into your business, goals, and timeline. Financial analysis, market positioning, and exit readiness assessment.

2

Preparation & Positioning

Address readiness gaps, develop marketing materials, build buyer universe, and create competitive process strategy.

3

Execution & Close

Manage buyer outreach, coordinate due diligence, negotiate terms, and guide the transaction to successful closing.

We advise on every exit path

Some founders find their exit through a sale to a financial buyer. Others through a strategic acquisition. And some through a merger with a complementary business. We advise on all three paths — and help you understand which creates the best outcome for you, your team, and your legacy.

Ready to understand your situation?

Every business is different. Let's talk about your specific situation and what makes sense for your timeline and goals.

Let's Talk About Your Situation →