Strategic & M&A Advisory
We bring the rigor of someone who has evaluated hundreds of companies and the judgment of someone who has operated one. We apply both to buy-side and sell-side transactions and strategic advisory for founder- and family-owned businesses.
Our Approach
Every company hits inflection points: grow or consolidate, build or acquire, double down or diversify. These decisions have long tails. Getting them right compounds, and getting them wrong is hard to unwind.
FourSight Partners helps you pressure-test the options with operator literacy and investor discipline. We've spent our careers on both sides of the table: as CFOs and corporate-development leaders inside the business, and as bankers and investors across the deal. That perspective is what we bring to every engagement.
Inside the business
Across the deal
Most advisors have sat in one of these seats. Our partners have sat in both.
What We Do
Every inflection point starts as one of three questions.
Whether you're building a platform, pursuing bolt-ons, or weighing build vs. buy, we bring operator literacy to a process too often reduced to a financial exercise.
When the time comes (a full exit, a recapitalization, or a partial liquidity event), we bring the credibility of people who've sat on both sides of these transactions.
Strategy without execution is a slide deck. We bring cross-functional discipline and a focus on the people and culture issues that quietly determine whether a plan succeeds or fails.
How an engagement works
No long diagnostic before anything useful happens. Within the first few weeks you'll know where the business stands and what your real options are.
Where the business actually stands: the numbers, the people, the market position, and what a buyer or investor would see.
The realistic paths forward, with the trade-offs, timing, and value of each made explicit.
One recommendation, pressure-tested with you, your family or partners, and your other advisors.
We stay through the transaction or the plan: process, negotiation, integration, and the first hundred days.
Where We Focus
Pharma services, payers, technology, and providers, from the boardroom to the back office, with deep roots in healthcare M&A and corporate development.
International and domestic maritime sectors, asset-heavy transport and asset-light logistics across the supply chain.
The contractors and service businesses that keep buildings and plants running, from HVAC and electrical to equipment leasing and industrial services, with deep roots in transactions across each.
Who We Work With
Typically founder- or family-owned companies with $5–50M in revenue, and the investors who back them.
You built it. We help you protect what makes it work while you decide what comes next.
Succession, liquidity, and legacy, handled with the patience these decisions deserve.
From thesis to close to the first hundred days, we've been the operator on the other side.
Deal-by-deal conviction, backed by people who've led platforms and bolt-ons themselves.
Our Team
Partner
Financial executive blending corporate-finance depth with hands-on transactional experience. CFO of PE-backed and public companies, coordinating across operations, technology, and finance teams. 15+ years of investment banking advising on transactions across transportation & logistics, equipment leasing, and general industrial markets.
B.A. Economics, Yale University
Partner
20 years across corporate development, private equity, investment banking, and credit. Led 15+ acquisitions at IQVIA, including the transformative $24B IMS Health / Quintiles merger. Co-founded Aventa Capital, investing in platform and bolt-on acquisitions, raising capital, and overseeing post-close integration.
B.S. Business Administration, UNC Chapel Hill (Kenan-Flagler)
Partner
Finance and operating executive across PE-backed, founder-led, and public enterprises. 25+ years of healthcare subject matter expertise, operating and M&A transaction leadership experience. Senior roles at Greenphire, HMS, IQVIA, Bear Stearns & Co., with roots at Pfizer as well as founding executive for two software companies.
B.S. Finance & International Business, Northeastern University; M.B.A., IESE Business School
Partner
Entrepreneur, CFO, and investor who has built companies across healthcare, consumer products, and technology. Co-founded PROVEIT Games, named one of the most exciting mobile games by TechCrunch, and Gurus, a DTC yoga brand. Earlier, he worked in healthcare investment banking and early-stage investing, combining institutional finance with hands-on operating leadership.
B.S. Business Administration, UNC Chapel Hill (Kenan-Flagler)
Get in Touch
Whether you're exploring an acquisition, preparing for an exit, or pressure-testing your next move, we'd welcome the conversation.