Advisory - Palazzo

Sale Readiness Assessment Compensation Corporate Strategy Board Advisory

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Sale Readiness Assessment

Leveraging decades of M&A and operating experience, we conduct a comprehensive strategic and financial review for our clients. We offer detailed quantitative as well as qualitative performance assessments measured against our proprietary database of industry benchmarks, determining the optimal approach and timing for launching a sale process. In helping prepare for an eventual sale, we ensure that all aspects of the business are sufficiently organized and properly presentable to the market, with an eye towards maximizing value upon exit.

Compensation

We design and implement cash, as well as equity-based incentive compensation programs, that enable our clients to attract and retain top talent while enhancing operating performance. Our incentive programs are bespoke and designed to closely align compensation strategy with corporate objectives while maximizing stakeholder value in preparation of a sale event.

Corporate Strategy

We coordinate, facilitate and manage strategic planning initiatives for owners, executives and Boards to build and drive value. Our comprehensive strategic and business assessment includes a comprehensive evaluation of current brand positioning, SWOT analysis, competitive landscape analysis, and identification of revenue growth opportunities.

Board Advisory

We provide high-level Board advisory services, supporting our clients in navigating a wide range of strategic as well as operational issues and opportunities. Our extensive industry-specific operating experience allows us to closely partner with owners and stakeholders, creating significant and measurable short and long-term shareholder value.

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PALAZZO was an exceptional partner throughout our process — thoughtful, tireless, and deeply aligned with our goals. Their guidance and execution were instrumental in helping us find the right strategic partner, and their founder-first approach made all the difference.

Owen Loft & Sam Sherman, Co-Founders, Socium Media

This was my first acquisition, and I couldn’t have done it without the PALAZZO team. From day one, I knew I was in expert hands – they know the industry inside and out and made sure we connected with exactly the right people. They ensured every step of the process went smoothly, served as trusted a sounding board throughout, and ultimately delivered results that exceeded every expectation, all while keeping us on track for a fast close.

Caroline Levere, CEO & Co-Founder, GrapevineAI

As first-time navigators of the agency M&A world, we needed true stewards as much as advocates – and PALAZZO delivered both. They paired patience and mentorship with deep, hard-earned expertise, elevating the process while relentlessly advancing our interests. They raised the bar for what excellence in agency M&A truly looks like.

Mark Fitzloff, Founder, The Opinionated Group

There’s no better investment bank to have in your corner than PALAZZO. Their ability to navigate the process was invaluable, and their sector intelligence and relentless support during the push to close made a meaningful difference in getting the deal done.

Xavier Armand, Co-Founder, Vaan Group

Anyone can promise expertise, but PALAZZO delivered on it. Their team brought clarity to complex situations, discipline to chaos and, most importantly, conviction when it mattered. This was not only transaction advice – it was a true partnership backed by deep market knowledge and an unwavering commitment to getting it right. They are the best in the business.

Derek Rubinstein, Co-Founder, Taktical Digital

In the high-stakes world of M&A, PALAZZO is the partner you want by your side. They have an invaluable perspective based on decades of experience, and their substantive knowledge and temperament brought clarity and confidence at every stage. We could not have asked for a better partner.

Jamie Diaferia, Founder & CEO, Infinite Global Consulting

Selling our business was one of the most intense experiences of my career, and PALAZZO was an invaluable partner throughout. They guided us through every challenge, asked tough questions, and gave honest advice when it mattered most. Most importantly, they introduced us to the ideal buyer, financially and culturally, and saw the deal through to a successful close.

Bill Durrant, Co-Founder, Exverus Media

Working with PALAZZO was one of the best decisions we made. They believed in us before the process even began, offering guidance and education well before any formal engagement. Once underway, they helped us craft a compelling story, sourced a broad pool of potential partners, and presented our business in a way that generated real excitement. They didn’t just find us a deal, they helped us find the right partner, both financially and culturally. Through a complex negotiation process, they were steady, strategic, and relentless. We wouldn’t have achieved the outcome we did without them.

Taylor Holiday, CEO, Common Thread Collective

Selling a business is incredibly complicated. All the work necessary to begin marketing the company — the financials, positioning and due diligence, not to mention the emotions of an owner who spent over three decades building the business — are daunting at best. The PALAZZO team were experts in every detail. They guided us through every obstacle to a very favorable conclusion. And they put up with me, which wasn’t always easy. You couldn’t find better partners.

Dick Wechsler, Founder and CEO, Lockard & Wechsler

Working with PALAZZO throughout our acquisition process was an absolute pleasure. Their subject matter expertise and strategic insights were invaluable, but what truly set them apart was their shared ‘do whatever it takes’ mindset, which mirrored our own agency’s approach. More than just advisors, they were true thought partners, providing valuable insights at every stage and ensuring we made informed decisions. Their professionalism and commitment to excellence were evident in every interaction, and they worked with remarkable speed to keep the process on track. Thanks to their unwavering dedication and strategic guidance, we successfully closed the deal, and I couldn’t be more grateful for their partnership.

Brian Kim, Co-Founder, Donut Digital

PALAZZO’s expertise and guidance were instrumental in successfully marketing and selling our business. From the initial consultation to the final negotiations, PALAZZO’s professionals provided well-informed support every step of the way. They expertly helped us navigate the complexities of the process with confidence and achieve our desired outcome.

Jack Miller, Founder and CEO, True Independent Holdings

Right from our very first meeting, it was clear that PALAZZO strove to really understand our business and our goals. I have no doubt that because of their leadership and counsel, we ended up with the best possible outcome for us and our team. They not only helped us orchestrate and navigate a complex process, they educated us every step of the way with great patience and empathy. I fully endorse this team and their client-centric, outcome-focused approach.

Roy Yang, Co-Founder, Giant Machines

This was the first time we had started an independent agency, so we needed help. Fortunately, we met PALAZZO in 2017 and have been working together ever since. The PALAZZO team helped us design GUT’s business model, compensation, and equity plans from scratch. Their partnership over the years was vital for our growth, always offering us great advice and counsel. Six years later, we again relied on the PALAZZO team to expertly manage the intricacies of a long and complex M&A process. This important transaction, with one of the world’s leading tech companies, could never have been completed without them. For us, they’re much more than advisors, they are our true partners.

Gaston Bigio and Anselmo Ramos, Co-Founders, GUT

The experience working with PALAZZO was nothing short of superb. With a deep understanding of the software development services and M&A landscape, combined with first-class industry access, PALAZZO opened many doors and expertly guided us through a competitive process which ultimately led to an excellent result and partnership.

Daniel DelaCruz, Co-Founder and Partner, Dualboot Partners

PALAZZO’s intimate understanding of the digital marketing landscape enabled us to find the perfect partner, and their guidance and poise helped us navigate the complexities across our M&A journey. We are extremely appreciative of the team’s diligent, solution-oriented approach, and overall intuition at each turn. Also, we moved fast! Thank you so much for getting us here.

Jon Oberlander, CEO of Ampush