Protect Your Legacy
The exit pathYou are ready to protect your legacy, secure your family's future, and start your next chapter. A full process, twelve to eighteen months, built for top of the valuation range and clean terms.
Sell-Side AdvisoryAn exit you close on your terms, not the buyer's.
End-to-end sell-side advisory: valuation narrative, Teaser and CIM, buyer outreach, LOI defense, closing. Every phase is built to protect your asking price from the diligence team paid to chip it away.
20 minutes with Gabriel. No sales rep, no deck, no obligation.
Client trust signals
“Truly remarkable to have a reliable and trustworthy partner like him by my side.”
“His financial acumen, deep understanding of my industry, and unwavering commitment to my business were impressive.”
Trusted by 500+ growth-driven startups and small businesses
If one of these is you, my inbox is open
This company is your baby. You remember the year payroll was a coin toss, the client everyone said you'd never land, the nights the laptop stayed open past two. Nobody knows what it cost better than you. Now it needs the biggest decision you've made since the day you started it. In my experience it is almost always one of these four:
Pass the Torch
The succession pathDecades in, and no successor in sight. You want the company in safe hands, your people protected, and a price that honors the work. A quiet, well-run sale beats a slow wind-down every time.
Find a Strategic Partner
The growth pathYou have a grand vision but need a strategic partner with the capital and reach to finish what you started. I run it with the discipline of a sale, because pricing discipline is what keeps you in control after signing.
Stop the Bleeding
The rescue pathThe bank asked for a meeting and the runway is shrinking. There is a window between the first breached covenant and the courtroom where most of the company's value can still be saved. That window is where I work.
Restructuring, Pre-Insolvency and Bridge Financing
When the timeline is not yours
A planned exit rewards patience. A company under pressure rewards speed. The playbook changes completely: cash beats polish, and prepared debtors get negotiated with while unprepared ones get executed on.
Here is what a rescue mandate looks like on my desk:
The 13-week cash flow
The first document any bank, creditor or investor will ask for, and the one most companies cannot produce. Where the money comes in, where it leaks out, and how long the runway really is. Built in week one, updated every Friday.
The independent business review
The honest document creditors actually read before deciding whether to work with you or against you. Which parts of the business make money, which parts burn it, and what the company looks like after the cut.
Creditor negotiation
Standstills, rescheduled maturities, amended covenants, haircuts where the numbers justify them. Banks have seen a thousand distressed borrowers. What they have rarely seen is one who walks in with a defensible plan. That alone changes the meeting.
Bridge financing
Sometimes the business needs ninety days of oxygen before a sale or a refinancing can land. I build the lender file, structure the ask, and take it to the credit funds and private lenders who write bridge checks. To be clear: I am not a lender and I have no capital to sell you. I build the case that gets a lender to say yes.
The accelerated sale
Sometimes the best rescue is a fast, controlled sale of the company or a division while it still has leverage. A distressed seller without a process gets a liquidation price. A distressed seller with a process gets a market price. The difference is usually the largest number in the whole story.
One thing I will say plainly: founders call me six months too late far more often than six months too early. If you have read this section twice, the right time is now.
Strictly confidential. No intermediaries, no juniors, no leaks.
Get a free model review
No strings attachedSend me your current financial model, valuation prep or board pack. I review the assumptions, structure, and outputs, and reply with the three changes that matter most before you go to market.
Reply within one business day.
No automated funnel.
Whatever brought you here, the challenge is the same: serious buyers are hard to find, and dealing with aggressive ones, where a single mistake can cost you millions, is harder.
Preparing for a transaction is, in itself, a transformation. As I separate one-off items from real earnings, cut the costs nobody questions anymore and tighten how the business actually runs, many founders rediscover the company they always wanted to lead, and realize they are not done yet. My job is to give you that choice: exit at a premium, or stay and scale the business you just fell back in love with. Either way, the preparation pays for itself.
Five phases, the same price at LOI and at closing
Five phases, signed off step by step, so you watch the deal take shape instead of receiving a black box at signing. Some phases are pure architecture and stay on my desk. Others need you in the room, your lawyer at the table, or a counterparty across it. When a step needs a skill outside mine, sector intermediaries, employment-law cleanup, tax structuring, I bring in a specialist I have worked with before instead of improvising.
1
Pre-sale financial review, valuation, and the equity story
FoundationYour numbers get re-engineered into a narrative that survives institutional scrutiny, anchored to a valuation range you can defend line by line. Historical performance translated into future cash flow, in a story buyers can repeat to their own investment committee.
2
Virtual Data Room, Teaser, and Confidential Information Memorandum
DocumentationThe diligence file goes into a structured Virtual Data Room before any buyer asks for it. The anonymous Teaser opens the door. The CIM, released only under NDA, frames the asset in the language institutional money actually buys on.
3
Strategic buyer identification and management presentations
OutreachThe long list of strategic and financial buyers comes first, then gets refined with you into a short list. I run the confidential outreach and prepare you for the meetings that turn a name on a slide into a buyer who can pay your number.
4
LOI evaluation, diligence defense, and price protection
NegotiationEvery Letter of Intent gets pulled apart for valuation traps and exclusivity clauses that would lock you into a bad deal. Through confirmatory diligence I hold the line on the agreed price, so deal fatigue and last-minute chipping do not erase your upside.
5
Definitive agreement, signing, and transition
ClosingI sit next to your lawyer so the commercial deal you signed off on does not get lost in the legal fine print: fair warranties, capped liabilities, clean funds flow at signing, and a structured first 100 days under new ownership if you stay on.
Free Strategy Call
20 minutes with GabrielBring a deal, a fundraise, or a decision. Walk away with a clearer next step. Real time with Gabriel - no sales rep, no deck, no obligation.
Reply within one business day.
Real human, real reply.
Retainer plus success fee, aligned on close
Sell-side advisory fees have two parts, built around the outcome you actually want: a closed deal at the right price. The retainer covers the work before you go to market: pre-sale financial review, valuation, VDR, CIM, Teaser. The M&A success fee is paid only when the deal closes, with the retainer credited in full against it at signing.
Pre-marketing phase
Retainer
Covers the work that gets you to market: pre-sale financial review, valuation modeling, VDR setup, Teaser and CIM drafting. Sized to the complexity of the business, scoped with you on the call. Fully credited against the success fee at closing.
At closing
Success Fee
Tied to a closed deal. Paid only when the transaction completes and your exit objectives are met. You pay for the result, not for the time.
Restructuring and bridge financing mandates are priced differently: a weekly retainer for turnaround work, because in a turnaround the clock is the scope, and a success fee on funded amounts for bridge financing. Exact numbers quoted on the call, in writing, before you commit to anything.
Many founders rediscover the business through the pre-marketing work and decide to keep building. The retainer is what you paid for that clarity, and the business is better for it either way.
Exact retainer and success-fee percentage quoted on the free strategy call. No obligation, no auto-bill.
Client Testimonials
79+ verified reviews
Selected testimonials from the 79+ verified reviews shown on the homepage, founders and owners who trusted Gabriel with the financial work that anchors a transaction. Investment teasers, three-way models, PE fundraising, equity stories. Identities protected by NDA.
Verified
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.
Verified
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.
Verified
Gabriel was helpful in choosing a commission plan that suited our private equity fundraising campaign. He was also quick to respond.
Verified
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 [...].
Verified
Simply Astounded! I have been hoping for a very long time that I would meet someone like Gabriel. His intelligence and demeanor are beyond all of the service providers I have worked with over the last three years [...]. Choose Gabriel. You will not be disappointed because he is a very gifted man.
Verified
Gabriel is a 5 star professional. [...] He understood very well the requirements of my project; we communicated clearly and he was always available; he is honest and trustworthy; I felt assured that my project will be delivered before the deadline and without exceeding the agreed budget [...]. The quality of his work is excellent!
Verified
I have had the pleasure of working with Gabriel on previous projects, and I am certain that this collaboration will continue in the future. It is truly remarkable to have a reliable and trustworthy partner like him by my side. [...] Gabriel's commitment to delivering results on time and within budget is truly commendable.
Verified
This marks the fourth or fifth collaboration with Gabriel. I endorse him for his exceptional quality outputs, valuable insights, and readiness to engage. Should you seek a person who will manage your project with utmost expertise and dedication, Gabriel is the choice to make.
Verified
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.
Verified
Gabriel is a sharp writer, has a great eye for graphic design, and has delivered excellent work to me more than once on very very short deadlines. He's really a pleasure to work with.
Verified
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.
Verified
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.
Gabriel I. Simion
You work directly with meSell-side advisory designed around the founder, not around the firm. The valuation narrative, the CIM, the buyer outreach, the LOI defense, the closing: I run all of it. The leverage that gets a deal done at a premium does not get diluted across a rotating analyst bench.
- Big 4 trained, senior advisor across 500+ engagements: valuation, M&A, FP&A
- Direct client work. No analyst hand-off, no 15-minute billing increments
- Sell-side, succession, restructuring and bridge financing mandates
- Sectors: SaaS, services, manufacturing, energy, crypto
Two ways to start
Message me. I promise I don't bite. Talk it through, or send your existing model. Either way, you are in front of me inside a business day.
Free Strategy Call
20 minutes with GabrielBring the situation: the timeline, the valuation you are thinking, the buyer who already approached you, or the bank letter sitting on your desk. Walk away with a clear next step and an honest read on whether now is the right moment to sell, to refinance, or to hold.
Free Model Review
Send the modelShare your current model, valuation prep or board pack. I review the assumptions, structure and outputs, and reply with the three changes that matter most before you go to market.
Questions I get on every first call
The same four show up almost every time. Short answers below, longer answers on the call.
Is my company too small for this?
If the business is worth selling, it is worth selling properly. Most of my mandates sit well below the radar of the big advisory houses, which is exactly why the owners need one person who runs the whole file.
Will anyone find out we are talking?
No. The first call is confidential, the Teaser is anonymous, and every buyer signs an NDA before seeing a single number. You approve the outreach list name by name.
What if I start the process and change my mind?
Then you keep a cleaner, better-documented, more valuable company, and we part as friends. Roughly a third of pre-marketing engagements end with the founder deciding to keep building. I consider those successes too.
The bank is already pressuring us. Is it too late?
Usually not, but the window closes fast. The earlier you call, the more options exist: refinancing, bridge capital, a negotiated standstill, a controlled sale. The later you call, the more the calendar negotiates for the other side.