What We Do

Assess

Traversi & Company combines its proprietary company, team, and leadership assessment tools with over 30 years of deep and broad business experience to precisely define your Point A - where you as a client are today. This combination of finely honed tools and unparalleled experience, and a commitment to speed an efficiency, provides you with solid basis for a transformative process.

Grow

Traversi & Company understands growth, very likely more deeply than any advisor you’ve ever encountered. As a serial growth company entrepreneur, financier, chief executive, and advisor over three decades, our founder can visualize, strategize, and execute growth with the best.

Once your Point A is defined, Traversi & Company works closely with you to define Point B - where you want to go and in what time frame. This work may involve long- or short-term strategic planning, executive team building, or executive coaching.

Sell

Drawing on its many contacts in the investment community and deep mergers and acquisition experience, Traversi & Company manages sell-side transactions ranging from $20 million to $200 million for non-sponsored companies, financial sponsors, family-owned businesses, and corporate owners.

We work closely with our clients, efficiently guiding them through a process that can be challenging for executives without extensive experience in mergers and acquisitions transactions.

Each sell-side transaction is unique in terms of the value inherent in our client's company and the audience of prospective acquirers. Traversi & Company is highly skilled at identifying and articulating the value proposition and marketing it to the appropriate audience, whether they are strategic buyers or financial investors.

Once the decision is made to sell and the timing is appropriate, Traversi & Company leads the most thorough, efficient, transparent, and effective sell-side process available in the market today.

Approach

Creativity

We help you conceptualize, identify, and frame the right problems and then generate and process broad and innovative solution sets.

Experience

Decades of helping companies grow and then realize their value in sell-side transactions have contributed to an unparalleled knowledge and skill base

Relational Approach

Simply put, we value relationships above all else, none higher than those with our clients

Strategic Focus

We use creativity, analytical thinking, problem-solving skills, and communication and leadership skills to solve our clients’ challenges

Accountability

We do what we say we’ll do, with rigorous personal responsibility for serving our clients with transparency, candor, timeliness, and results

Our Industries

  • Software

  • Business Services

  • Human Resources

  • Tech

  • Consumer, Food, and Beverage

  • Automotive, Transportation, and Logistics

  • Manufacturing

  • Real Estate, Homebuilding, and Construction

  • Healthcare Services

  • Education