Our guiding philosophy is to apply our accumulated and collective experience to create real, tangible value for our clients. We obviously have extensive experience solving complex problems for business owners and we are increasingly being engaged by capital providers to provide the same value stabilization and value creation for assets in their portfolios.


Institutional investors most often engage the Vertical Capital Advisors team to lead buy-side engagements, starting with target identification and qualification through initial contact, all phases of due diligence, quantitative analysis, appropriate modeling/forecasting, valuation, deal structure, offers, negotiation, closing documentation and integration and post-acquisition reporting-truly full-cycle engagement. We understand the numbers and we excel at culture. Every peg is not round.

Sell-side? Exact same disciplined process in reverse. Always, always, always focused on maximizing value.

Keys to our success:

  • Disciplined process
  • Extreme agility
  • Transaction advisory
  • Identifying/Understanding/Mitigating/Managing/Budgeting risk
  • Certainty of execution
  • Team orientation
  • Value creation


Our financial advisory services complement the services provided by other professionals, accountants, attorneys and others, all working together to create an optimal outcome. In fact, every engagement creates the need for professional legal and accounting services.

Our process is straightforward:

  • We analyze the current situation the way capital providers do
  • We formulate strategies to deliver the desired outcome
  • We draft a thorough proposal that tells a compelling story
  • We negotiate with all stakeholders until an optimal solution is achieved
  • We work with all stakeholders until the solution is fully implemented

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