Investment Banks
Strategic Planning | Leadership | Exit & Succession
Help Your Clients Maximize Their Value And Scale Your Impact
As an investment bank, your work doesn’t start at the term sheet—it starts well before. The best exits are the result of years of thoughtful planning, operational optimization, and leadership alignment. That’s where OneAccord comes in. We partner with investment banks to prepare clients for sale, streamline operations, and align leadership for successful transitions. Whether your client is heading toward market or simply preparing for long-term value, we support the work you do—before and after the deal.
Bridge the Gap Between Advisory and Execution
You may see it all the time:
- Clients with strong revenue but weak internal processes
- Owners with no exit strategy—or an unrealistic timeline
- Teams misaligned or dependent on a founder’s daily involvement
- High-value deals derailed by operational blind spots
We fill the gaps that get in the way of your client’s success—and your ability to deliver value.
Strategic Execution and Value-Building for Your Clients
We work behind the scenes to help your clients:
- Increase business valuation before going to market
- Transition from founder-led to scalable leadership models
- Improve EBITDA and financial clarity
- Create succession plans that instill buyer confidence
- Fix operational inefficiencies that reduce enterprise value
Our Support Services for Investment Banks
You bring the financial strategy—we help make it real.
1
Pre-Sale Operational Optimization
Increase deal value by strengthening internal operations
2
Exit Planning & Succession Services
Build long-term strategies that prepare clients for a clean transition
3
Leadership Coaching & Interim Executives
Stabilize leadership teams during high-stakes transitions
4
Post-Sale Transition Planning
Help clients ensure continuity and preserve team morale after the deal closes
Why Investment Banks Trust OneAccord
We’re Execution Partners
We don’t just make recommendations—we help implement them.
We Protect Your Reputation
Our work reinforces yours, creating win-win outcomes for your clients.
We Bring Deep Operational Experience
Our team has led, bought, and sold companies—just like your clients.
Why Choose OneAccord
With over 25 years of experience in digital strategy and transformation, we have a proven track record of increasing company value. Our compassionate approach involves identifying underlying challenges and executing data-driven solutions, transforming obstacles into opportunities for revenue growth, market expansion, cost reduction, and enhanced efficiency.
What Clients Are Saying
“With OneAccord’s strategic planning, our company set sales goals with a 1.5-year timeline. Remarkably, within five months of OneAccord joining, we achieved those goals. The district managers transformed into a synergistic team, exemplifying ‘team first’ values. OneAccord’s work over five months led to such significant growth that Goldman Sachs advised us to sell a year ahead of schedule.”
Let’s Build Value Together
Ready to enhance your business’s market position and achieve a successful transaction?
Lawrence Lerner Managing Principal
(206) 457-3421 Lawrence.Lerner@oneaccord.co
The Resource You Need to Build Value In Your Business
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