Independent corporate advisory
Acquire. Strengthen. Grow.
Bespoke, principal-led M&A, finance, and corporate strategy support for lower-middle-market businesses ready to make a consequential move.
Large-firm rigor without layers of staffing or the large-firm cost structure.
Los Angeles ยท
Serving U.S. businesses
Capabilities
Three practices, one senior advisor
Focused where a consequential decision meets execution: transactions, the finance engine behind them, and the strategy that directs both.
M&A Advisory
Lead a transaction from strategy and valuation through diligence, financing, negotiation support, closing, and integration or transition planning.
Explore the practiceFinance & Performance
Strengthen reporting, forecasting, KPIs, financial models, operating visibility, and the systems leadership needs to manage the business.
Explore the practiceGrowth & AI Strategy
Turn growth opportunities and practical AI use cases into a focused roadmap, operating model, and set of executable priorities.
Explore the practice
Analysis that travels all the way to action.
The work is designed to create alignment, equip decision-makers, and leave behind practical tools the organization can use.
Why boutique
Custom-built work. Senior attention. Leaner economics.
Every engagement is designed around the decision, not a standard package. Clients work directly with Michael, without layers of staffing, internal handoffs, or large-firm overhead.
Scope built around the business
Deliverables, cadence, and depth are set by the situation at hand, never adapted from a standard template.
Principal-led from start to finish
The person you meet on day one does the analysis, drives the work, and stands behind the recommendation.
Specialist support added only when useful
Legal, tax, diligence, and technical specialists are brought in deliberately, matched to the work, not to a staffing model.
More of the budget goes to the work
Fees support analysis and execution rather than pyramid overhead, so spend stays aligned with senior-level output.
Situations we are built for
Where this model earns its keep
- A first-time acquirer evaluating and integrating a target
- A private equity platform building a repeatable acquisition process
- An owner preparing a business for a sale or financing
- A growing company that has outgrown its reporting and forecasting systems
- A leadership team prioritizing practical AI investments
Illustrative situations, not client case studies.
The Principal
Michael J. Cohen
Michael J. Cohen brings a cross-functional perspective shaped by transactions, investing, consulting, and operating advisory.
A clear answer is useful. A clear answer that gets implemented is more valuable.Meet the Principal
Next step
Considering a consequential move?
A first conversation is exploratory: clarifying the decision, the constraints, and whether this model fits the work.