We help founders and owners ready to explore exit strategies

Services

  • Based on our experience selling companies through traditional M&A processes, we can explain in detail what it entails and how it might differ from alternative exit strategies. We’ve worked with businesses across industries with revenues up to $100M.

  • We can consult you on whether an alternative exit strategy, such as trust-ownership, may be feasible for your company. We like to cite Patagonia’s ownership structure as a perfect example of what this might look like.

  • You might not be in the best spot to court investors, put together a seller note, or talk to banks right now, but would like to plan for that eventuality. We can help you create a plan, hold you accountable, and work alongside you to help you implement it.

Meet Gabriele

Gabriele has 8+ years of experience working with businesses of all sizes across industries as a management consultant and investment banker. He has extensive experience providing strategic advising services to business owners seeking to attract investors, improve their competitive moat, and/or maintain the long-term viability of their business. He has worked one-on-one with impact-oriented businesses seeking to develop business plans, financial models, and succession strategies relating to trust-ownership transitions through his work with Alternative Ownership Advisors. He has aided venture-backed startups and Fortune 500 companies with patent valuation analyses and competitive intelligence reports. As an investment banker, he has worked on all aspects of sell-side M&A deals including developing traditional company valuations, management presentations and CIMs, and running overall due diligence. He cut his teeth at some of the most well-regarded regional boutiques in the nation (Meridian Capital and Orca Capital) and has sold companies in industries such as SaaS, CPG, Retail, Professional Services, and B2B manufacturing with enterprise values between $5-$200M.

He is fascinated by all things energy, AI, and clean tech, and has enough coding chops to create this website and automate some basic processes with Python. In his spare time, he loves watching movies (and will provide movie recommendations upon request). He is actively involved in environmental protection efforts and strives to make a positive impact on the planet through the work that he does.

Past Clients