From Boutique M&A Advisory Firm Pierce Ridge Capital When you’re buying a business, price and excitement shouldn’t drive the deal—facts should. Due diligence is where a good acquisition gets real. It’s the step that separates informed decisions from expensive assumptions. At Pierce Ridge Capital , a Connecticut-based boutique M&A advisory firm , we help buyers across the country evaluate companies with structure and precision. Our co-founder and CEO, Shamus O'Rourke , brings more than 25 years of experience working with high-net-worth and corporate clients at Merrill Lynch and Morgan Stanley. That background taught us to ask the right questions early—and dig deeper when something feels off. Here’s the due diligence checklist every smart buyer should be using before signing a deal.

From Boutique M&A Advisory Firm Pierce Ridge Capital Buying a business can be a smart move—but draining your cash reserves to get there? That’s not always the smartest way to do it. At Pierce Ridge Capital , a Connecticut-based boutique M&A advisory firm , we work with clients across the country who want to acquire businesses strategically —and that includes financing deals in a way that preserves liquidity, minimizes risk, and creates room for post-close growth. Our CEO, Shamus O'Rourke , spent over two decades advising high-net-worth and corporate clients at Merrill Lynch and Morgan Stanley. That experience taught us this: capital is a tool, not something to burn through. The best deals are structured—not just funded. Here’s how savvy buyers finance acquisitions without tying up all their cash.

From the Perspective of Boutique M&A Advisory Firm Pierce Ridge Capital There’s a moment every entrepreneur, operator, or investor faces: should you build from scratch, or buy something already working? Both paths have upside—but they come with very different risks, timelines, and outcomes. At Pierce Ridge Capital , a Connecticut-based boutique M&A advisory firm , we work with clients nationwide who are weighing this exact question. Whether they’re first-time buyers or experienced operators, smart clients understand the tradeoffs—and know that buying a business isn’t just about speed. It’s about buying wisely. Before co-founding Pierce Ridge Capital (formerly Cynergy Capital Partners ), our CEO Shamus O'Rourke spent 25 years advising business owners and high-net-worth clients at Merrill Lynch and Morgan Stanley . His experience guiding clients through long-term planning, strategic transitions, and growth decisions now helps shape how we advise buyers today. Here’s what savvy operators understand when deciding whether to buy or build.