Three workstreams · One senior · No auctions
Three engagement shapes for founder-led industrial owners. All three share the same disciplined cadence, the same private deal portal, and the same promise: Marcus reads every diligence response before it leaves the data room.
01 · Sellside
An 8–14 week marketed process built around your retirement timeline, customer concentration, and rollover preferences. Marcus runs the kickoff, the CIM authoring, the curated buyer outreach, the IOI grading, the LOI countersignature, and the APA markup himself.
Engagement is anchored in a tiered Lehman+ retainer plus monthly work fee plus a tiered success fee at close — the full schedule is the Fee Staircase you see in the deal portal.
02 · Buyside
For PE-backed platforms and family offices building in industrials, we run targeted off-market origination — proprietary outreach to a curated 60–120 name universe, never a teaser blast to 200.
Engagement is monthly retainer + per-LOI success fee. Buyer pays. Seller represented separately if conflicted.
03 · Pre-process
A 90-minute readiness review for owners who are not ready to engage. We talk through customer concentration, EBITDA quality, valuation bracket, and an honest picture of what your next 9–18 months would look like if you ran a process.
No retainer, no obligation. Marcus leaves the room knowing whether he’d run the process or whether you should wait two years and tighten the customer concentration first.
Sample exhibit · CIM teaser
Every Kessler & Brandt CIM lives as a parchment exhibit inside the data room. No flashy decks; no stock photography. Just an institutional summary banker-readers can absorb in five minutes.
A 28-year, AS9100D + ISO 13485 dual-certified precision-machining business. $34M LTM revenue, 22% adjusted EBITDA margin. Top-5 customer concentration 38% (largest at 14%). Aerospace + medical-device end-markets. Family office or strategic buyer preferred; founder seeks 24-month rollover with disclosed earn-out cap.
Next move
The Westbridge demo portal is open — full Deal-Clock, Buyer Log, Sector Brief, Deal Calendar, Fee Staircase, Data Room, and Deal Memo Thread. No login required.