Mergers, Acquisitions, and Divestitures Advisory

Our experience on both sell- and buy-side transactions allows us to better navigate strategic deals for our clients.

Robust Middle-Market Experience

Our firm was founded with the express purpose of providing investment banking services for lower middle market clients and executing lower middle market transactions. Together, we have completed over $1 billion in middle-market investment banking transactions over the last decade.

Proven Sell-Side Strategies

CAVU is adept at helping our clients successfully navigate high-value exits across the technology sector. From founder-led sales to divestitures, our ability to articulate a compelling value story, understand scarcity and drive competitive tension underpins our success. We are well positioned to create highly effective marketing strategies to maximize the value of our clients’ companies for shareholders, and our hands-on approach and proven market expertise result in strong valuations and multiple options for our sell-side clients.

Comprehensive Buy-side Support

Buying a business is a complex process that requires both sector and investment banking expertise. From researching and identifying acquisition prospects to providing thorough and well-researched valuations to assisting through the initial offer and due diligence, CAVU provides clients the expertise and support they need for a successful acquisition.