Engage us for a single workstream or across the full deal lifecycle. Every deliverable is built to sit directly inside your process.
Six services, one continuous line of coverage across a transaction, from the first target list to the memo in front of your investment committee.
Target identification, buyer/seller mapping, and pipeline support for teams building or refreshing a deal pipeline.
Target shortlisting, CIM analysis, and competitive benchmarking to narrow a pipeline to the opportunities worth pursuing.
| Financial Profile | Market Position | Growth Trajectory | Result | |
|---|---|---|---|---|
| Target A | ✓ | ✓ | ✓ | Shortlisted |
| Target B | ✓ | ✗ | ✓ | Pass |
| Target C | ✗ | ✓ | ✗ | Pass |
Market sizing, industry deep dives, and risk analysis to support the investment thesis behind a deal.
| Total Addressable Market (TAM) | $2.1B |
| Serviceable Addressable Market (SAM) | $340M |
| Serviceable Obtainable Market (SOM) | $28M |
DCF, comps, precedent transactions, LBO, and scenario modeling built to investment-committee standard.
| 8.0x Exit | 9.0x Exit | 10.0x Exit | |
|---|---|---|---|
| 7.0x Entry | 24% | 27% | 30% |
| 8.0x Entry | 19% | 22% | 25% |
| 9.0x Entry | 15% | 18% | 21% |
Financial and commercial diligence, data room review, and red-flag reporting during the confirmatory phase of a transaction.
| Reported EBITDA | $4.2M |
| + Non-recurring legal costs | +$0.3M |
| + Owner compensation normalization | +$0.6M |
| + One-time recall costs | +$0.4M |
| − Non-arm's-length rent adjustment | −$0.2M |
| Adjusted EBITDA | $5.3M |
Memo drafting and investment committee presentation support that turns diligence findings into a clear recommendation.
Most single workstreams start at $1,000, scoped and quoted on a quick call.
Every engagement is a fixed, defined fee agreed before work starts: no hourly billing, no surprise scope creep. How far above that starting point a workstream lands depends on which of the six service lines it touches and how much ground it covers, from a single screening pass to a full modeling build.
One engagement is one bounded, defined deliverable against a single service line, agreed and priced before work starts, typically delivered in one to two weeks, not an open-ended retainer across a full deal. For example, one engagement is:
Following a deal continuously across several of these is several engagements, not one, and is priced and scoped as a bundle when that's what's needed.
If the deliverable doesn't match the brief we agreed on, I revise it until it does, at no extra cost. This applies to your first engagement with HSM Strategic, since that's the point where trust hasn't been built yet and there's nothing on this site but my word for it.
It covers matching the scope set before work started, not requests added afterward. A comp set missing a comparable specified up front gets fixed. Turning that comp set into a full valuation model partway through is a new engagement, scoped and priced like any other.
Let’s talk about which workstream is costing your team the most bandwidth right now, and what it would look like to hand it off for a fixed, defined fee.
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