M&A and Development Advisory
For owners of businesses and land facing a decision that's expensive, difficult, or hard to reverse: buying out a partner, expanding, selling, building, or raising capital. We come in before the direction is set, and we're paid the same whatever the answer.
Confidential. The first conversation is free; the work is scoped and paid.
The company and the ground under it.
In an ownership change, an expansion, or a sale, the business and the real estate are often the same decision. The building can fund the buyout. The lease can sink the sale. The site can make an expansion work or not.
We underwrite them together: operating cash flow, property value, debt capacity, site economics, incentives, and ownership structure, with the alternatives beside them. A deal that works for the company can be wrong for the real estate, and the reverse.
Most advisors in this business are paid when a deal closes. We're paid for the work, not the size of the deal, so the answer can be no.
Underwrite.
Form.
Advance.
We work on decisions grounded in cash flow, demand, operating reality, and a defensible edge.
Most of our work is for privately held owners and landowners in the Southeast, and for companies nationally facing a sale, acquisition, ownership change, or expansion.
The market, economics, operations, risks, and alternatives, including doing nothing. Then a plain answer: move forward, change shape, or stop.
We build the transaction path: business plan, financial model, capital structure, ownership and return scenarios, diligence roadmap, and decision materials.
When the answer is proceed, we help carry it through with the right lenders, buyers, and operating or development partners. Where a capital raise is needed, we work alongside registered firms.
Most work starts with a Decision Read.
A written recommendation on one decision: proceed, change course, or stop. The reasoning, the risks, and the next steps. Most take three to four weeks once the key materials are in hand.
Your materials stay confidential. We do not share them with Vanguard, or with a buyer, lender, broker, developer, investor, or other third party, without your permission.
A first conversation
A short call to understand the decision and whether we're the right help. It's free, and it's confidential.
A Decision Read
Scope and fee are set in a written proposal before work begins. The fee is the same whatever we conclude. If you don't need us, we'll say so.
Carrying it through
When the answer is proceed: structure, financing, site work, and putting the deal together. Each stage is scoped separately.
Six situations we see most.
I'm buying out a partner or family member
Value, structure, financing, and what the company and its real estate can actually support, worked out before anyone names a number.
I need capital, but I'm not sure what kind
Whether you're ready to raise, how much you actually need, and whether debt, equity, or something else fits. Before you talk to investors.
I need to build or expand
Demand, site, cost, incentives, and financing brought into one plan, with a clear comparison of the options.
I'm buying or selling a company
The operating assumptions, the structure, the real estate, and the gaps that could change the outcome. If someone has approached you about buying the business, we can help you understand what you have before you respond.
Someone wants my land, or I want to put it to work
What the parcel is suited for, what it's worth to the people who want it, and what to settle before you sign.
I need capital out of my real estate
A sale-leaseback against the alternatives, and what each one leaves with the business.
Arkvera is led by Dan Sexton, who runs pre-development on industrial and commercial projects across the Southeast for Vanguard Industrial Partners and other owners. Before that he managed a family office fund, and before that he spent a decade building enterprise software for large companies. He also writes The Grove Papers, primary-source reporting on what large capital deals promised and what they delivered.
