advisory services for law firms
Helping plaintiffs’ law firm founders evaluate, prepare for, and execute a capital partnership with institutional investors.
What We Offer
Our Advisory Framework is designed to help law firm owners evaluate and prepare for a meaningful exit opportunity that preserves legacy and maximizes liquidity.
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A standalone, fixed-fee advisory engagement for founding partners who want to understand their options, benchmark their firm’s institutional readiness, and make an informed decision about timing and fit - without committing to a full transaction process.
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A full-engagement sell-side advisory service for founders, who have made the decision to pursue an institutional capital partnership and are ready to run a formal process.
Who you are
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Personal injury (auto, premises liability), mass tort, workers’ compensation, consumer litigation
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US-based high-volume PI markets; multi-state firms welcome
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EBITDA margins of 20-40% (normalized); meaningful marketing spend (TV, digital, referrals)
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$5M - $75M gross revenue; at least 3 - 5 years of documented financial history
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1 - 4 founding / managing partners; 5 - 30 attorneys; established marketing and intake infrastructure
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Founding partner age 50 - 65; motivated by liquidity, scale, succession planning, or competitive pressure
Let’s Work TogetherInterested in working together? Fill out some info and we will be in touch shortly. We look forward to hearing from you.