Make Your Deal

Better.

Get an outside perspective from an experienced investor, CFO, and M&A advisor

Whether you’re a sponsor, an investor, or a seller, you don’t have to analyze a deal by yourself. We’re here to evaluate your transaction alongside you and create strategies to generate more value.
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From first-time searchers to M&A veterans, join a group of more than 200 satisfied business owners, CEOs, founders, and investors.
"I 10X'd my business just by thinking about booking a call.
Loren Charnley
"I got my $20 back from Robert times 100 and still benefitting. 10,000x ROI is not an exaggeration"
Matthew Chang
"I was having a bad day, and then I got on a $20 consulting call with Robert, and it turned into a great day. Robert’s energy and genuine interest in others is infectious."
Paul Seaton, CPA
"He has a heart the size of Texas and wisdom for days, if you want to level up your life and happiness just book the damn call"
Austin Linney
"Easily would have paid double."
Zach Ashburn

We partner with sponsors and investors through all phases of the deal cycle, from opportunity assessment and negotiation to transaction structuring and post-closing growth strategies.

Cash Flow Forecasting

Financing Structure

Culture Assessment

Growth Strategies

Synergy Values

Platform Opportunities

Market Structure

Customer Analysis

Financial Modeling

Governance

Risk Management

Earnouts and Seller Financing

Sources of Capital

Valuation

Deal Structuring

Downside Protection

Exit Potential

Improved clarity and better outcomes

Our expert assessment equips you with insights, guidance, and the right questions to ask. So you can head to the negotiating table with:

Confidence about the deal and structure.

Strength in your negotiating position.

Peace of mind that you've done proper diligence.

Clarity about risks to manage.

Insights about how to grow and create value.

Improved clarity for your pending deal

Gain unmatched insights as we dissect your deal, providing the clarity needed to navigate complexities confidently and most importantly, make informed decisions.
Deep Dive Analysis
Address uncertainties and enhance your deal's viability with our expert analysis
Strategic Deal Advancement
We provide the strategic insights necessary for making confident, well-informed decisions.
Call booked:
SMB Deal Review
Due diligence: Pending

Deal completion

Completion date: pending
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Unlock Key Insights With The Right Questions

Our expert review equips you with critical questions, empowering you to uncover and address potential deal-breakers before committing.
Valuation Accuracy
Due Diligence
Better Questions
Peace of Mind

Buy side or sell side, we’re by your side.

Structuring a deal is complicated. Working with us is easy.

1

Book a call — We are ready to speak when you are (often within 24 hours!)

2

Share your deal information —Email us with the details of your deal, including any investment decks and financial information you would like us to review.

(Note: We are happy to sign an NDA ahead of time.)

3

Meet and discuss — During our scheduled call, we’ll provide insights, analysis, and recommendations, all geared toward helping you make the best deal possible.
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Insights we may cover on your call:
Financial Health Assessment
Analyzing the financial statements and fiscal health of the target company.
Valuation Accuracy
Evaluating the accuracy of the valuation methods used and discussing any discrepancies.
Due Diligence Findings
Reviewing due diligence reports to identify any potential red flags or deal breakers.
Market Position
Discussing the target company's position in the market, including competitors, market share, and industry trends.
Legal Issues
Identifying any legal concerns or pending litigations that could affect the deal.
Financing Structure
Reviewing the financing arrangements for the acquisition, including debt and equity aspects.
Future Growth Opportunities
Discussing potential growth opportunities and strategies post-acquisition.
Exit Strategies
Outlining potential exit strategies and the timeline for potential returns on investment.
About the founder
I’m Robert Sterling. If you’re reading this, chances are, you got here from Twitter, where I’m best known for finance memes and low-cost consulting.

In 2024, I launched EV Partners‍, a boutique advisory firm focused on M&A and capital markets advisory, fractional CFO services, strategy consulting, and executive coaching.

SMB Deal Review is an extension of that (you might call it the “grown-up version of $20 Consulting”).

I began my career at Koch Industries and Cargill, America’s two largest private companies, where I worked in corporate development and completed ~$10B in successful M&A transactions, startup investments, capital raises, and divestitures.

I have M&A and financial leadership experience in industries as diverse as energy, metals and mining, commodities trading, agriculture, food and beverage, manufacturing, SaaS, e-commerce and DTC, CPG, fintech, professional services, commercial real estate, and proptech.
Robert Sterling
Founder & CEO
I’m Robert Sterling. If you’re reading this, chances are, you got here from Twitter, where I’m best known for finance memes and low-cost consulting.

In 2024, I launched EV Partners‍, a boutique advisory firm focused on M&A and capital markets advisory, fractional CFO services, strategy consulting, and executive coaching.

SMB Deal Review is an extension of that (you might call it the “grown-up version of $20 Consulting”).

I began my career at Koch Industries and Cargill, America’s two largest private companies, where I worked in corporate development and completed ~$10B in successful M&A transactions, startup investments, capital raises, and divestitures.

I have M&A and financial leadership experience in industries as diverse as energy, metals and mining, commodities trading, agriculture, food and beverage, manufacturing, SaaS, e-commerce and DTC, CPG, fintech, professional services, commercial real estate, and proptech.
Robert Sterling
Founder & CEO

Simple Pricing, Endless Value

Book a call and send materials. We’ll take it from there.

Deal Review

$500.00

Consultations will typically last 60-75 mins.
Book a Review Now
Features:
Review of materials ahead of meeting
Email correspondence for future questions
60-minute discussion

Need something more bespoke?

We provide dedicated M&A advisory, fractional CFO, consulting, and coaching services via EV Partners. Send us an email and we’d love to discuss.
Visit EV Partners Website

Need a more bespoke option?

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Our results speak for themselves.

25+

Deals advised on annually*

15%

Increase in deal values*

$180,000

Average savings on deals*

*Average values across our deals since 2010.

Common Questions

What information should I provide ahead of the meeting?

Anything you think would be relevant and helpful—investment decks, CIMs, models, historical financials, marketing materials, or anything else on hand.

What size deals do you support?

No deal is too large or too small! In my career, I’ve advised pre-revenue companies and I’ve structured multi-$B M&A projects.

Can we email you additional questions later in the deal process?

Absolutely. I love getting to stay in touch throughout the full journey.

What if I need longer-term or more intensive support?

I love getting to support clients in any capacity needed. If a 60-minute meeting isn’t sufficient, we can absolutely structure a longer-term engagement to fit your needs.

Will you sign an NDA ahead of time?

100%. Please email me one ahead of the meeting. If you could send it via DocuSign (or a similar platform), that would be a huge help.

Even if we don’t sign a formal NDA, is everything confidential?

Everything we discuss is 100% confidential, with or without an NDA in place. I won’t even disclose the fact that we met.

Still Here? Let's Do This!

You’ve seen the value we can create. We’d love to get to partner with you for that. Book a call and let’s get started!

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