Senior Judgement.
Tailored Execution.
Our investment banking practice is focused on situations that define businesses: ownership transitions, acquisitions, divestitures, financing decisions, and other strategic transactions where experienced judgement can materially shape outcomes.
We invest the time to understand our clients and their objectives, and take a holistic approach to help them evaluate and navigate complex strategic decisions with clarity and confidence.
Every engagement is senior-led from start to finish, from preparation to negotiation and closing.
Sell-Side M&A Advisory
For many owners, the sale of a business is the culmination of decades spent building and growing the company. It is an important part of their legacy.
We invest the time to understand each business deeply, shape the right narrative, and run a process designed to bring forward its full strategic value.
Learn More about Sell-Side M&A AdvisoryBuy-Side M&A Advisory
Our hands-on, practical advice is grounded in objectivity and honesty, helping clients pursue acquisitions while balancing opportunity and risk.
Our extensive sell-side and financing experience offers our clients a sharper understanding of seller psychology, advisor and process dynamics, and where negotiating leverage can be created.
Learn More about Buy-Side M&A AdvisoryCapital Advisory
Financing decisions are often inseparable from broader ownership, growth, and strategic priorities, and can materially shape future options and flexibility.
Crosbie’s advice helps clients evaluate financing and capital structure alternatives, secure the right capital on the right terms, and assess the long-term implications of those choices.
Learn More about Capital AdvisoryBoard & Shareholder Advisory
We provide expert, independent advice to Boards of Directors, special committees, management teams, families and shareholder groups.
We are often engaged in situations involving complexity, sensitivity, urgency, or competing stakeholder considerations requiring an experienced, impartial voice.
Learn More about Board & Shareholder AdvisoryBreadth of Experience. Clarity of Focus.
A significant portion of our work is centered around founder- and family-led sell-side mandates involving succession, ownership transition, and the sale of a business that has been built over many years.
Crosbie has built a strong track record helping business owners navigate these situations; this is the heart of our practice and where our experience, positioning, and senior-led execution are most distinctive.
Our partners have advised clients across a wide range of industries, ownership structures, and counterparties; including strategic buyers, domestic and international acquirers, financial sponsors, family offices, and public companies.
The breadth of our transaction experience gives us perspectives on buyer psychology, board and shareholder dynamics, and divergent approaches to value and execution.
Our experience includes complex or bespoke deal situations such as corporate carve-outs, sale of underperforming businesses, shareholder matters, minority investments, and other situations where judgment and adaptability are critical to defining and delivering value outcomes.
We often engage with clients when the right path is not obvious, and where an early confidential conversation can help frame the decision, assess alternatives, and determine how Crosbie can be helpful.