Case Studies

"Kevin is in my top 5 best M&A experiences - he is professional, organized, detailed, warm and caring. The client experience with him leading the way was top notch in the process we worked on together. I would highly recommend Kevin to any potential buyer or seller and know they would have an amazing experience working with him. In an area where balancing getting things done and taking care of people is critical, he performs in a stellar manner! I can't wait to work with Kevin and his team again!"
Brenda M.
"Kevin assisted my partner and me in acquiring a fantastic small business in the L.A. area. I have worked with a number of business brokers in the last couple years. None was as professional or well-prepared as Kevin. Kevin really does his homework and he is also a master at managing the expectations of both buyer and seller, during what can be a difficult and stressful time. He really helped us in achieving our goals and I can’t thank him enough!"
Doug H.
"We just completed the sale of our business and used Kevin as our M&A advisor. We were committed to handling the process the right way, and Kevin came highly recommended. He pulled out all the stops and his extraordinary value and expertise were apparent from the start. He brought in equally extraordinary legal and accounting professionals that gave clarity and calm to the due diligence and closing process. Without reservation, we recommend Kevin to anyone who is considering selling and wants to ensure they get maximum value, and that the process goes smoothly and with integrity. For us the pinnacle of excellent customer service is a customer that turns and says 'wow' after their service experience. We say WOW! Having a partner like Kevin by our side was such a comfort in every way, and the bond of trust we formed was lasting and priceless."
Darin S.
"Kevin facilitated the strategic sale of my business, a digital marketing agency. I can't say enough about his skills and professionalism throughout the process. For such a complex transaction, Kevin was the best partner, keeping us on-track and moving forward. I'm very happy with the outcome, and can't thank Kevin enough for his part in making it happen."
Matt M.
"From the first communication with Kevin, we knew we were in good hands. He was extremely responsive throughout the entire process and went above and beyond at nearly every step. Kevin ensured both parties understood every step, supported both sides where needed and helped the deal get done in a timely and efficient manner. Without Kevin, I know this deal would not have gone as smoothly as it did and I would highly recommend him to anyone considering acquiring a business."
Ryder F.


Media / Entertainment

e-commerce / saas

health / wellness

consumer / mobile


"We never could have expected the fantastic outcome you helped achieve for us. Aside from the financial result (which far exceeded our expectations), you found us an exceptional buyer. Other M&A Advisors we spoke to would have sold us to a local competitor, but your thoughtful approach took the process to the next level by introducing us to top-tier Private Equity firms and Strategic Buyers. We are thrilled with the outcome and couldn’t have done it without you."
Ed and Nancy M.
"Kevin is amazing to work with. Without a doubt, his most valuable trait is his responsiveness. He would respond to my calls, texts, and emails in what seemed like an instant. He is very knowledgeable and made our experience so much better than I could have imagined. Kevin helped us sell our business and property for more than we expected. We received multiple offers and he guided us through the entire process on an accelerated timeline. I would highly recommend Kevin, he is a pleasure to work with and gets your goals accomplished."
Laura R.
"Kevin’s work in creating financial projections and establishing a valuation for my SAAS-based CRM platform helped me to address investor questions about valuation and deal structure as well as solidify my thinking around how to best structure our operation. Kevin continues to take an active interest in our business helping me stay informed with relevant and timely information related to industry & market trends, competitors and valuation. I look forward to working with Kevin again and would recommend him to any company seeking help with developing business plans, financial projections, or valuation."
David A.
"Kevin created a valuation for my law firm and I could not have been more satisfied. Kevin is a skilled professional who thinks outside the box. He carefully analyzed various financial scenarios and made his work and process tangible so I could easily understand it. Aside from his expertise, Kevin is personable and easy to talk to. He made himself available, answered questions, calls, and emails promptly. Kevin is smart and thoughtful, and his advice is grounded both in smart business and what this decision would have meant for my 'big picture.' I'm forever grateful for his guidance."
Dina E.
"I found Kevin to be a very detailed visionary — which is a combination I don't often run across. He had extreme forethought pointing out components that our business wouldn't need for many years yet were imperative to include in a very comprehensive business plan, his financial projections were top-notch and well researched, his referrals were rock solid (and we ended up working with many of them) and delivered his end of the project on or ahead of schedule every step of the way. He is consistent, professional, ethical, creative and trustworthy. I expect to bring him in on future projects for a long time to come."
Cindy C.

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"Kevin created a financial plan for my firm while we were rolling out a new software product, attracting investors, and planning for a big year. We still had some unanswered questions on how to get our plan into action financially, and Kevin came through in a big way. His analysis was detailed, thorough, and covered ground that we hadn't thought of. He's a great communicator, and he gave us valuable strategic insights while refining our plans. I highly recommend his services if you're looking to make big strides forward with your business"
Olivia W.
"Kevin was instrumental in helping launch a new business which is now called Creative District. Kevin lead the team that reviewed market trends and engaged with prospective clients to define this opportunity. He then developed a business plan which allowed us to obtain funding from Technicolor. Kevin is incredibly talented and a great person to be around. He is hard working, smart, funny and overall an incredible partner. "
Alejandro G.
"Kevin was professional and knowledgeable during the business search, negotiation and closing processes. He is easy to work with while persevering through any challenge. Kevin helped me change my professional life as he helped me get into a business I've always wanted to be in. I would be happy to work with him again and consider him a friend."
Matt K.
"When I decided to sell the business, I had no idea on where to start. I got turned onto Kevin ... by a friend who had just successfully sold his business utilizing Kevin's services. Calling Kevin was the BEST move I made! He walked me step-by-step through the entire process! He is very passionate about what he does and he is always easily accessible. Take my word and call Kevin if you are thinking about selling your business. You can thank me later!! "
Justus N.
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