Cogent Equity Information

Most transaction risk isn’t created during a sale process - it’s exposed by it. By the time a business goes to market, many of the factors that determine value and deal certainty are already in place. We work with business owners and their advisors to evaluate those factors before the market does. At Cogent Equity, we represent a limited number of companies with $1M to $10M in adjusted EBITDA, typically with long operating histories and strong underlying performance. Our focus is not just on running a process, but on ensuring the business is positioned to succeed in one. This work often begins before a sale is imminent. We evaluate the business the way a sophisticated buyer would - identifying value constraints, aligning expectations, and addressing issues that would otherwise surface during diligence. For advisors, the situations where it tends to be most useful to involve us are: - An owner is beginning to consider a sale in the next 1–3 years - Valuation expectations are unclear or misaligned - There are known or suspected issues that could impact a transaction Our perspective is shaped by firsthand experience as owners , operators, buyers, and sellers across nine different industries - allowing me to evaluate businesses the way a sophisticated buyer actually would. While much of our work begins before a sale, we also represent owners through a structured, buyer-focused transaction process when the timing is right. The objective is not just the right deal, but the right buyer - and a process that holds together from start to finish.