
Bench 23 is a trusted advisory firm specializing in strategic growth, transaction advisory, and global initiative acceleration for middle market and growth stage companies. With decades of experience and a proven track record of facilitating complex transactions, we partner with businesses to unlock opportunities, and achieve extraordinary outcomes.
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Our unique combination of deep industry expertise, a globally connected network, and a commitment to confidentiality ensures that every client receives tailored solutions designed to drive measurable results. Whether you’re preparing for a transaction, launching a strategic initiative, or expanding into new markets, Bench 23 is your partner in transforming ambition into achievement.​
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Buy and Sell Side Advisory for Growth and Established Middle Market Companies
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Bench 23 specializes in providing comprehensive buy and sell side advisory services tailored to growth-oriented and established middle market companies. Our team has a proven track record of facilitating billions of dollars in transactions and brings deep expertise and a results-driven approach to every engagement. We partner with senior management teams to navigate complex transactions, ensuring optimal outcomes for all stakeholders.
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Sell Side Advisory Services:
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For companies preparing to sell, Bench 23 acts as a trusted partner, guiding clients through every stage of the transaction process. Our sell side advisory services include:
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Preparation and Positioning: We work closely with senior management to prepare the business for sale, ensuring it is positioned to attract the right buyers and achieve maximum value.
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Due Diligence Readiness: Our team assists in organizing and streamlining due diligence processes, including financial, operational, and legal reviews, to ensure a smooth and efficient transaction.
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Quality of Earnings (QoE) Analysis: We conduct rigorous QoE analyses to validate financial performance, providing buyers with confidence in the company’s earnings quality.
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Equity Sponsor Research: We identify and target the most suitable private equity firms, family offices, or strategic buyers aligned with the company’s goals and values.
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Data Room Preparation: We manage the creation and organization of virtual data rooms, ensuring all critical information is accessible, secure, and presented in a professional manner.
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Marketing and Negotiation: Bench 23 crafts compelling marketing materials and manages the outreach process to potential buyers. We also lead negotiations to secure the best possible terms for our clients.
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Buy Side Advisory Services:
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For acquirers, Bench 23 provides strategic support to identify, evaluate, and execute acquisitions that align with their growth objectives. Our buy side advisory services include:
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Target Identification: We leverage our extensive network and market insights to identify high-potential acquisition targets.
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Valuation and Deal Structuring: Our team conducts thorough valuations and develops deal structures that balance risk and reward.
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Due Diligence Management: We coordinate and oversee all aspects of due diligence, ensuring a comprehensive understanding of the target’s financial, operational, and legal standing.
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Integration Planning: Bench 23 assists in developing post-acquisition integration plans to ensure a seamless transition and realization of synergies.​
Strategic Initiative Advisory:
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Bench 23’s Strategic Initiative Advisory services are designed to help clients accelerate the execution of high-impact projects and initiatives. With a globally connected network that includes world leaders, Fortune 50 senior executives, family offices, and private & venture capital funds, we possess a unique ability to unlock opportunities and drive success for our clients. Whether it’s launching a new product, entering a new market, or scaling operations in emerging regions, our team provides the strategic guidance and connections needed to achieve rapid and sustainable results.
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How We Add Value
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Global Network Access: Our extensive network spans industries and geographies, giving us unparalleled access to key decision-makers, influencers, and resources. This allows us to open doors and create opportunities that might otherwise be out of reach for our clients.
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Accelerated Project Execution: We understand that time is often a critical factor in the success of strategic initiatives. By leveraging our relationships and expertise, we help clients fast-track project timelines, reduce barriers to entry, and achieve milestones more efficiently.
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Market Entry and Expansion: For clients looking to enter new markets—particularly in emerging regions—we provide end-to-end support, from market research and regulatory guidance to identifying local partners and securing funding.
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Product and Initiative Launches: Whether it’s a new product, service, or corporate initiative, we assist in developing go-to-market strategies, building stakeholder alignment, and ensuring successful execution.
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Strategic Partnerships: We facilitate connections with potential partners, investors, and advisors who can provide the expertise, capital, or resources needed to bring a project to life.
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Our Approach
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Needs Assessment: We begin by understanding the client’s goals, challenges, and opportunities. This allows us to tailor our approach and identify the most relevant connections and resources.
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Strategic Planning: We work with clients to develop a clear roadmap for their initiative, outlining key milestones, timelines, and success metrics.
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Network Activation: Leveraging our global network, we connect clients with the right people and organizations to accelerate progress.
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Execution Support: Our team remains actively involved throughout the project, providing ongoing guidance, troubleshooting challenges, and ensuring alignment with strategic objectives.
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Examples of Strategic Initiatives We Support
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Expanding operations into emerging markets, including the Middle East, Africa, and Latin America.
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Securing funding or strategic partnerships for high-growth ventures.​​
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Navigating regulatory and cultural challenges in new regions.
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Contact
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At Bench 23, our clients are primarily engaged through referrals, ensuring the highest levels of confidentiality and discretion in all our engagements. We understand the sensitive nature of the strategic, financial, and operational challenges our clients face, and we are committed to maintaining the trust they place in us. By working exclusively with referred clients, we foster a culture of privacy, integrity, and exclusivity, allowing us to focus on delivering exceptional results while safeguarding our clients’ interests. This approach not only strengthens our relationships but also ensures that every engagement is handled with the utmost care and professionalism.
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