Phase 1: Strategic Exit Readiness
Goal: Optimize your firm’s internal health to eliminate
"deal-killers" before engaging potential buyers.
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Audit Readiness: Perform a deep-dive review of DCAA/DCMA compliance and resolve any outstanding indirect cost rate settlements.
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Pipeline Validation: Stress-test the recompete risk of key prime contracts and evaluate the quality of your funded backlog.
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Socioeconomic Analysis: Determine how a sale will impact your 8(a), WOSB, or SDVOSB eligibility and future revenue streams.
Phase 2: Market Positioning
Goal: Translate technical mission success into a compelling investment thesis that attracts high-value strategic and private equity buyers.
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Differentiated CIM: Develop a Confidential Information Memorandum (CIM) that highlights specialized clearances, CPARs excellence, and unique past performance.
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Strategic Outreach: Identify and confidentially approach a targeted universe of buyers, including defense integrators and PE-backed platforms looking for "tuck-in" acquisitions.
Phase 3: Due Diligence Management
Goal: Maintain deal momentum by managing the buyer’s intensive Quality of Earnings (QofE) and compliance reviews.
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GovCon-Specific Diligence: Proactively manage compliance reviews for security clearances (DCSA), Organizational Conflicts of Interest (OCI), and labor category alignment.
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VDR Stewardship: Organize a structured Virtual Data Room (VDR) that preemptively addresses concerns regarding customer concentration or contract profitability.
Phase 4: Execution & Closing
Goal: Negotiate deal terms that maximize cash-at-close and mitigate post-closing liability.
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LOI Negotiation: Compare Letters of Intent (LOIs) to evaluate not just price, but earnout viability and cultural fit for your team.
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Purchase Agreement: Work with counsel to finalize Reps & Warranties and escrow terms that account for federal-specific risks like TINA audits.
Phase 5: Post-Close Stewardship
Goal: Ensure successful transition and protect the realization of deferred value.
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Novation & Recertification: Manage the complex SBA size recertification and FAR novation processes, ensure performance and payments.
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Earnout Protection: Oversee financial governance during to ensure the buyer operates in "good faith", maximize ability to hit revenue and profitability milestones.
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Talent Retention: Implement strategies for "key personnel" to prevent "brain drain", critical for maintaining the company's past performance & reputation.
OUR SERVICES
We provide business advisory services to small and mid-sized government contracting companies. Our team of former military professionals have an average of 30 years of experience in government contracting. Our proprietary GovCon deal-sourcing methodology uniquely positions us to empower our clients to scale strategically and maximize exit readiness throughout our
time-tested 5-phased process.
OUR PROJECTS
Our team delivers mission-critical advisory across the GovCon landscape, managing every stage from initial growth strategy to post-M&A integration. We leverage a proven, data-driven methodology designed to align your operational strengths with current market appetites. This rigorous approach elevates your brand’s positioning and ensures you capture peak enterprise value with superior transaction terms.
OUR CLIENTS
We work with a diverse group of small and mid-sized GovCon companies across:
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​Our clients trust us to provide the guidance, expertise, and support they need to succeed in the government contracting market through growth-oriented M&A while navigating complexities such as Tier 1 Primes and Private Equity.
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Healthcare & Clinical Services
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Military Simulation, Training & AI
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Critical Infrastructure ... and more