Deal Roast.
You're weighing an acquisition, an investment or a partnership. Before you sign, let us tear into it. We test the thesis, question the valuation story, and find the integration risk that bites in year two. You get an honest second opinion from people who've done deals — and seen them go wrong.
The story you're telling yourself about this deal.
Every deal has a narrative — why it's a fit, why now, why the price is right. We pressure-test that narrative against what the numbers and the integration reality actually support. Deals rarely fail at signing; they fail at integration. We look there too.
- A clear-eyed read on the deal thesis — does it hold up?
- The valuation assumptions that look generous or fragile
- The integration risks most likely to erode the value
- A direct write-up for your investment committee or board
Five days, start to honest answer.
You share it
The thesis, the model, the deal materials. A short call to understand the rationale and what's driving the timeline.
We roast it
We test the thesis, challenge the valuation story and map the integration risks — drawing on real deal experience.
We tell you straight
A direct session and a short write-up: proceed, renegotiate or walk — and why.