M&A Investment Advisory Firm

The Client

A boutique investment company that provides M&A, capital raising, and related advisory services to businesses, family offices, and private equity firms.

Business Situation

In an environment where M&A transactions were taking place at a record pace, the client needed ongoing analyst support in private equity and sell-side M&A transactions. Specifically, they were looking to onboard an analyst who could handle the surge in work associated with building financial models, collecting and organizing due diligence materials and data rooms, and preparing management presentations for multiple transactions

Graphite Solution

The client’s dedicated Graphite account executive leveraged Graphite’s proprietary technology to filter through 120 highly vetted independent M&A experts on Graphite to present a shortlist of four candidates who met the client’s specific requirements.


The investment company hired an independent consultant with over 25 years of financial industry experience with a strong background in strategy, business planning, operations and financial modeling. The consultant balanced big-picture thinking with pragmatic and savvy execution, delivering consistent transaction-related work.

The client also gained the additional benefit of flexibly working with the expert and expectations from their clients evolved over time.