Three market cycles. The same principals.
We have operated in Austin long enough to know which neighborhoods, sectors, and buyer profiles hold through a downturn. That memory is not transferable — and it runs every engagement we take.
David Morgan
David has structured and closed transactions across Austin's manufacturing, professional services, and technology-enabled sectors for over fourteen years. He leads every sell-side engagement from initial valuation through closing.
His work in the Austin market predates the current growth cycle. That means he carries context on buyer behavior, deal structure, and sector dynamics that no recently-arrived firm can replicate.
Rachel Schindler
Rachel leads buy-side mandates and valuation advisory. Her background in Austin commercial finance gives her a direct read on how local lenders approach deal structure — an edge that shapes how we price and position every business.
She remains engaged through earnout periods and culture transitions, not just through the signing date. That post-close presence is built into her practice, not offered as an add-on.
The right close takes as long as it takes
We match your company to buyers who will sustain what you built — the culture, the team, the operating rhythm. Valuation sets the floor; the real work is everything that happens after.
That standard requires principals who stay through non-compete periods, earnout milestones, and the first year of new ownership. We are still present when others have moved on.