We help people
buy businesses.
Then run them well
after close.
Independent advisory for $10M–$50M acquisitions in healthcare, distribution, telecom, and B2B services. Commercial diligence, financial diligence, and the first 100 days — one advisor, no handoff.
One advisor.
Two phases. No handoff.
The same person who runs your diligence, negotiates your deal terms, and understands your acquisition thesis is the same person who walks in on Day 1 and runs the first 100 days. That continuity is the product.
Buy-Side Advisory
Deal sourcing, commercial & financial due diligence, legal & tax DD coordination, deal structuring, and close support. Monthly retainer + success fee credited at close.
- Target sourcing against your Acquisition Mandate
- Integrated Commercial & Financial DD — one report, one team
- Legal & Tax DD quarterback
- Structuring and close support
100-Day Operating Plan
The same advisor who ran diligence walks in on Day 1. Fixed fee. Pre-close prep included. Deliverables at Day 7, 30, 60, 65, and 100.
- Day 1 Readiness Report (Day 7)
- Stabilization Report (Day 30)
- Operating Reality Report (Day 60)
- 100-Day Summary + Transition Decision (Day 100)
Both Phases
One advisor. Two phases. No handoff. The information loss at handoff is where most acquisitions underperform in the first 90 days. This is the product that prevents it.
- Continuity from diligence through Day 100
- Bundled pricing on both phases
- Pre-close Phase 2 prep included from mandate signing
- Optional Fractional COO after Day 100
Where we fit
in the deal.
Every acquisition moves through 7 stages — from finding a target to running it post-close.
In the early stages, we support commercial screening and help sharpen your offer terms.
Commercial & Financial Due Diligence is our core — one integrated team, one report, no gaps between the numbers and the market.
Legal & Tax DD is handled by your specialists. We provide commercial context and coordinate across workstreams.
We lead the financial structuring at close, then build your 100-day operating plan before Day 1.
After close, we stay on as Fractional COO — the same person who ran diligence, now running the business.
Results clients
can point to.
Saad gave us the confidence to close on a deal we'd been sitting on for months. His diligence surfaced issues our lawyers had missed, and his 100-day plan was ready before we signed.
We were first-time buyers with no operating background. Saad ran the diligence, helped us negotiate the final structure, and stayed on to run the business. One person, soup to nuts.
Rebuilt financials, set up VDR, coordinated accounting team, led negotiations, and built post-transaction operating plans for a healthcare group private placement.
Buy-side diligence on a regional telecom operator — revenue quality, customer concentration, competitive positioning, and post-close growth roadmap.
Assessed a wholesale appliance distributor for an investor targeting AI-disruption opportunities. Modelled automation upside and surfaced operational gaps.
Ongoing advisory across multiple clients — management accounts, FP&A, and AI workflow automation to cut manual overhead and sharpen decisions.
Names withheld at client request. Deal details and sector confirmed.
All results →Accountant.
Advisor.
Operator.
Chartered Accountant and Dartmouth MBA with 15 years across M&A advisory, financial due diligence, and business operations — 10 countries, 4 continents. Trained at PwC and Altman Solon, then ran a business as CFO.
Saad focuses on research, market intelligence, and decision recommendations — the judgment layer that protects your capital. An offshore delivery team and AI agents handle execution. You get institutional-quality advice without the institutional headcount.
Built the foundation in financial rigour — audits, quality of earnings across PE-backed and public companies.
Advised major investment funds on acquisitions in data centers and telecom. Learned how institutional buyers think — and what they worry about after close.
Built the 100-day transition plan for a newly elected national government — translated policy into a department-by-department operating playbook.
Co-founded and ran a business as CFO. Learned what it takes to keep a company running week to week — from the inside.
First call to fully
engaged in two weeks.
No long sales process. One call, one mandate, one letter — then work begins.
30-Minute Discovery Call
Day 0Tell me about the deal — sector, size, where you are in the process. No prep required. We figure out if there's a fit.
Acquisition Mandate
Within 5 daysWe co-write a signed document defining what we're looking for — sector, deal size, red flags, financing capacity. This governs the engagement.
Engagement Letter
At signingPhase 1, Phase 2, or the Bundled engagement. Work begins on signing.
Day 1
Week 1Phase 1: first target screen delivered. Phase 2: pre-close prep underway — 100-Day Priority List drafted before the deal closes.
What the work
looks like in practice.
All perspectives →The weekends they got back.
Bank financing secured, product profitability visible for the first time, team freed from weekend admin work.
Before they could raise, they had to know what they had.
9-month engagement. Financials transformed, VDR built, multi-million dollar raise closed.
Building the machine.
Unit economics validated. AI-native franchise expansion — systems, team, BD, and finance built in parallel.
From the C-suite to the cap table.
US entity, offshore product team, website, growth funnels, first customers — everything from zero.
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conversation.
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