Calm advice for big decisions
Westbrook Hollow guides owners of private companies through selling, buying, and raising capital, one careful step at a time.
The people we advise
Most of our clients built or inherited a company that matters deeply to them. They want a good result and a process that does not upend their lives.
Founders
Ready to step back after years of building, and wanting the company to land well.
Family owners
Weighing a sale against passing the business to the next generation.
Leadership teams
Hoping to buy the company they run, or bring in a partner to grow it.
Investors
Buying a company, adding to a platform, or financing what comes next.
How we help
Two practices that often work together. Some owners sell, some raise money, and some do a little of both.
Mergers & acquisitions
Selling a company in full or in part, or finding the right one to buy.
- Sale of a company to strategic or financial buyers
- Partial sales that keep the owner involved
- Acquisition searches for buyers
- Handovers to management or family
Capital markets
Raising equity or debt to grow, acquire, or reshape the balance sheet.
- Growth investment from private equity and family offices
- Senior and junior debt from banks and private lenders
- Funding for acquisitions
- Recapitalizations and refinancing
How a sale unfolds, month by month
Drag the slider or pick a phase to see what happens at each point of a typical nine-month sale.
Preparing the ground
Before anyone outside the company hears a word, we get to know the business as well as a buyer will.
- What you do
- Share financials, contracts, and your goals for price, timing, and your own role.
- What we do
- Build a value range, flag anything a buyer will question, and write the materials.
Going to market
A short list of buyers is approached quietly. The company is not named until each one signs a confidentiality agreement.
- What you do
- Keep the business running well. Strong months now support the price later.
- What we do
- Contact buyers, answer early questions, and arrange management meetings.
Weighing offers
Offers arrive as letters of intent. Price matters, but so do structure, timing, and what happens to your team.
- What you do
- Meet the strongest buyers and decide what matters most to you.
- What we do
- Compare every offer side by side and negotiate the best one before you sign.
Diligence
The chosen buyer checks everything. This is the longest stretch and where deals most often stall.
- What you do
- Answer questions with our help and stay close to your attorney and accountant.
- What we do
- Run the data room, keep the buyer on schedule, and protect the terms you agreed.
Closing
Final documents are signed, funds move, and the handover begins.
- What you do
- Sign, celebrate, and help your team and customers through the change.
- What we do
- Coordinate the closing checklist and stay on hand for whatever follows.
Good deals are rarely rushed. They are prepared.
Start with a quiet conversation
Tell us a little about the company and what is on your mind. Nothing is shared outside our team, and there is no cost or commitment to talk it through.