End-to-end buy-side advisory: synergy modeling, Quality of Earnings, operational and commercial diligence, SPA risk allocation, price-chip negotiation. Each finding turns into either a price chip or a walk-away, before the wire goes out.
20 minutes with Gabriel. No sales rep, no deck, no obligation.
“He listened carefully and quickly understood the flaws with it and explained its reasonings.”
“His ability to break down complex concepts into easily understandable terms helped me make informed decisions […].”
You've seen the Confidential Information Memorandum. You've heard the founder's story. It sounds like a goldmine.
But in M&A, the difference between a successful acquisition and a million-dollar mistake usually comes down to what wasn't said: whether the revenue is sticky, whether the team is staying, whether the "synergies" are real or just math on a slide.
Growth through acquisition puts real capital and your reputation on someone else's data. The challenge is making sure the asset performs the way you projected once the deal closes.
One overlooked tax liability or an aging tech stack can erase years of expected profits.
You're buying a culture, a customer list, and a set of processes, and the seller knows all three better than you do.
Finding the target is only the beginning; the real work is closing that information gap before you price the deal. That gap is exactly what I close.
Send me the seller's CIM, model, or financials. I review the assumptions, structure, and outputs, and reply with the three findings that matter most before you submit an offer.
The seller has run this business for years. You have a CIM and a few weeks. I verify the revenue, recompute the margins, and test every assumption the seller has presented as fact.
While you focus on strategy and cultural fit, my work goes into the inner workings of the business. My job is to give you the confidence to walk away from a bad deal, or the evidence to negotiate a better price based on hard data, not the founder's narrative.
Auction processes with five bidders produce full prices. The better economics sit in three places most buyers avoid, because each one demands work they can't do in-house. That work is exactly what I do.
Insolvency sales, restructurings, carve-outs from groups under pressure. The price reflects the seller's situation, not the asset's quality, and that spread is the opportunity.
These deals reward speed, hard verification, and risk allocation in the SPA. I separate the businesses that are cheap for a reason from the ones that are cheap because the seller ran out of time.
The oldest test in value investing: what would it cost to build this capacity from zero today? When you can buy equipment, facilities, contracts or an installed customer base for less than it costs to recreate them, the downside has a floor.
I run the replacement cost math next to the earnings math, and the deal only proceeds when both support the price.
Owners approaching retirement without a banker, businesses that never reach a listing, sectors too small for the funds to bother with. Fewer bidders means better entry prices and saner terms.
I run direct, confidential outreach to targets that fit your criteria, so you negotiate one-on-one instead of bidding against a room.
Five phases, signed off step by step, so you watch the diligence take shape and never receive a black box at close. Some phases are pure investigative work and stay on my desk; others need you in the room, your lawyer at the table, or the seller's team across it. When a step needs a skill outside mine, sector benchmarks, tax structuring, environmental review, I bring in a specialist I have worked with before instead of improvising.
The seller's data gets screened for early red flags, then the target modeled against your existing financials to validate that the synergies are real and not just math on a slide. From there I frame a non-binding offer with terms that protect your right to adjust as findings emerge: a clean entry that signals you are a serious, sophisticated buyer.
One-time gains and accounting noise get stripped from the financials to expose the true recurring cash flow under your ownership. Customer concentration, contract stability, middle-management strength, IP ownership, employment disputes, and regulatory exposure all get reviewed: every risk that does not show up on a balance sheet.
I design how you actually pay: balancing cash at closing with deferred payments, earn-out KPIs tied to verifiable performance, and indemnities, holdbacks, or escrow accounts in the SPA. The structure incentivizes the founder to deliver on promises and shifts the risk of anything I found in diligence back onto the seller.
Findings get converted into negotiation leverage: a price chip where the diligence exposed a gap, tightened earn-out thresholds where the projections looked stretched. I oversee the final signing and verify every condition precedent has been met before a single dollar moves. You become the owner of a verified asset.
If the deal includes an earn-out, the work continues. I monitor the agreed indicators against the targets set in structuring, so future payments reflect the actual performance of the asset, not the spreadsheet projection that existed only in the seller's pitch deck.
Bring a deal, a target, or a decision. Walk away with a clearer next step. Real time with Gabriel: no sales rep, no deck, no obligation.
Two parts, built around the outcome you actually want: a verified deal at the right price, or a clean walk-away with capital intact. The retainer covers the diligence work: Quality of Earnings, operational and commercial DD, legal review. The success fee is paid only when the deal closes, with the retainer credited in full against it at signing.
Retainer
Covers the investigative work: Quality of Earnings, operational and commercial DD, legal review. Sized to the complexity of the target, scoped with you on the call. Fully credited against the success fee at closing.
Success Fee
Tied to a closed deal. Paid only when the transaction completes and your acquisition objectives are met. You pay for the result, not for the time.
If diligence leads you to walk away from a bad deal, the retainer is what you paid for the protection it provided, and you keep your capital intact.
Exact retainer quoted on the free strategy call. No obligation, no auto-bill.
Selected testimonials from the 79+ verified reviews shown on the homepage, work where finding what the story hides, verifying the numbers, and breaking complex realities into go/no-go decisions was the point. Identities protected by NDA.
We tasked Gabriel with building a comprehensive 3-way financial model for Clean Ocean, a fast-scaling marketing and technology company built around an ESOP structure, global expansion strategy, and recurring-revenue model. [...] It required someone who could [...] model multiple growth scenarios, integrate operational data, and present it all in a way that would stand up to scrutiny from investors, accountants, and private equity groups. Gabriel absolutely nailed it. [...] The Clean Ocean financial model will now form the foundation of our investor communications, internal planning, and ESOP design.
The consultation provided by Gabriel was very insightful. When I described the solution I had, he listened carefully and quickly understood the flaws with it and explained its reasonings. He then suggested alternative solutions which work properly and explained why they work. [...] He also went beyond expectation and mentioned other things that I have not considered.
Gabriel provided extremely valuable feedback and advice with a very short turnaround. He clearly has deep experience in this field. Already planning to work with him again.
Gabriel was great to work with. He quickly understood what I needed and delivered solid financial models with minimal guidance. Professional, responsive, and reliable throughout.
Gabriel supported me on financial modeling work and delivered exactly what was needed. The models were clean, well-structured, and technically sound, with clear assumptions and logical flow. [...] Reliable, detail-oriented, and easy to work with.
Gabriel displayed an impressive level of expertise and build a robust and accurate financial model that captures the business's potential. Fast and easy communication.
The man knows his stuff and works very quickly. 100% expect to work with him again. I did not have much time for explaining our request and found him very capable of filling in the missing pieces and then he nailed it.
I had a top-notch experience with Gabriel at Simion Advisory Partners while developing an Investment Teaser for my Medical Supplies Company. His financial acumen, deep understanding of my industry, and unwavering commitment to my business were impressive. [...] The Investment Teaser he crafted was meticulously detailed, visually appealing, and showcased a strong understanding of the investment landscape.
Working with Gabriel on my Financial Modeling and Crypto Token Economics was one of the best decisions I've made. His insight, clarity, and strategic thinking made a huge difference, turning complex ideas into actionable models.
It was an absolute delight to collaborate with Gabriel, whose expertise in financial modeling is nothing short of outstanding. Even at short notice, he demonstrated great adaptability and readiness, making him an exceptionally reliable partner.
Gabriel demonstrated a deep understanding of the challenges and intricacies involved in launching a technology startup. [...] He took the time to thoroughly analyze my startup's needs, and his recommendations were always spot-on. His ability to break down complex concepts into easily understandable terms helped me make informed decisions that directly impacted the success of my business.
I have worked in the renewable energy industry for 15 years and been Director of my own company for 12 years [...]. Gabriel has given me so many gold nuggets that I never knew existed, making projects that I have had on my plate for years just streamlined and easy to do [...].
Independent diligence built to protect your capital. Every QofE adjustment, every customer-concentration finding, every legal exposure is sourced and footnoted, so the analysis holds up when the seller's lawyer or your lender pulls it apart. Every conversation happens directly with the person running the diligence.
Talk it through, or send the seller's materials over. Either way, you're in front of me inside a business day. I'd rather help you spot a red flag now than help you fix a disaster later.
Bring the target: the seller's pitch, the asking price, the timeline. Walk away with a clearer next step. If the deal is wrong, I'll tell you. If it's real, I'll show you how to verify it.
Share the seller's CIM, model, or financial pack. I review the assumptions, structure, and outputs, and reply with the three findings that matter most before you submit an offer.
Deal size, QofE, distressed acquisitions, walk-aways and pricing come up almost every time. Short answers below, longer answers on the call.
The smaller the deal, the bigger the mistake is relative to your capital. A $2M acquisition with an undisclosed customer-concentration problem hurts a private buyer far more than a $200M deal hurts a fund. The diligence scales down; the need for it does not.
A QofE strips one-time gains, owner adjustments and accounting noise out of the seller's numbers to show the real recurring cash flow you would own. If the price is based on EBITDA, and it almost always is, then the QofE is the document that tells you whether that EBITDA exists. Lenders increasingly require one.
Yes, and they are a focus. Distressed deals compress the timeline and shift the work toward fast verification and SPA risk allocation. I help you confirm what you are buying, price the risks you are inheriting, and structure protections for the ones you cannot eliminate.
You walk away, and that is a successful engagement. The retainer bought you the protection. Roughly speaking, the most profitable deals I have worked on are some of the ones my clients never closed.
A retainer covers the diligence work, sized to the complexity of the target. A success fee is paid only at closing, with the retainer credited in full against it. You pay for the result, not for the time.
