Vivera Advisory Services
Operator-led M&A, diligence, and finance support for the lower middle market.
Beyond our own acquisitions, we work alongside private equity sponsors, search funds, and their portfolio companies that need senior M&A and finance capability without a full-time hire. We bring the same discipline we apply to our own investments, backed by an operating bench with decades of hands-on leadership.
Deal support
Evaluating a new platform or add-on
For PE firms, independent sponsors, family offices, and search funds.
- Commercial due diligence. Market sizing, customer and competitor interviews, pricing and share analysis, and validation of the growth thesis.
- Operational due diligence. Site visits and assessment of labor and fleet productivity, safety and compliance, capex requirements, and scalability, led by our operating advisors.
- Financial modeling. Operating models, LBO models, and scenario analysis to support investment decisions.
- Buy-and-build strategy. Sector theses, target mapping, and add-on pipeline development.
Portfolio support
For PE-backed and search fund–acquired companies
Senior M&A and finance capability, without a full-time hire.
- Add-on M&A execution. An embedded M&A function covering target sourcing, owner outreach, valuation, LOIs, and diligence coordination through close.
- Fractional FP&A. Budgets, rolling forecasts, KPI dashboards, and monthly reporting packages for management, boards, and lenders.
- Pricing and contract strategy. Cost-to-serve pricing, RFP and bid strategy, and contract renewal planning for contract-driven service businesses.
Engagement model
How engagements work
Every engagement is scoped around what your business or investment actually needs.
01
Project-based engagements
A defined scope and set of deliverables, such as commercial or operational diligence, a financial model, a sector thesis, or a pricing review.
02
Monthly retainers
Ongoing support for add-on M&A execution and fractional FP&A, scaled to the time and depth you need.
Contact
Let’s talk
Whether you’re evaluating a platform, building an add-on program, or strengthening your finance function, we’d be glad to discuss how we can help.
