Vol. 01 · No. 001 · tsaexit.com
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The People

Senior practitioners only. No analysts on your engagement.

The team is built from former Big 4 carve-out leads, former PE portfolio operations executives, and senior IT and finance practitioners. Selection over scale. The advisor who scopes the work is the advisor who runs the work.

By TSA Advisory Published June 22, 2023 Updated November 18, 2025 3 min read
Senior advisor portrait
Figure 1The senior advisor seat. The voice on the operating partner call.
The Bench

A small bench, chosen for depth.

TSA work rewards experience, not headcount. The firm staffs lean. Every active engagement is led by two senior practitioners, dedicated, with the firm's principals on the file. The model is built so the right people are always in the room.

  • i.

    Big 4 carve-out leads

    Former partners and senior managers who ran carve-out advisory at the four largest accounting firms. They know the seller's playbook because they wrote it.

  • ii.

    PE portfolio operations executives

    Former operating partners and portfolio operations leads. They have signed engagement letters from the other side. They know what a sponsor needs to see by Friday.

  • iii.

    IT and finance practitioners

    Senior CIOs, CFOs, and transformation leads who have stood up Day One in real environments. ERP cutovers, payroll continuity, treasury operations. The work that decides whether Day One holds.

  • iv.

    TSA legal fluency

    Specialist counsel who have negotiated and disputed TSAs across industries. Not a substitute for the buyer's M&A counsel. A complement, with TSA depth.

How We Staff

Two senior advisors. Dedicated. End to end.

No layered teams. No partner-then-associate-then-analyst pipeline. Every engagement carries two senior practitioners assigned full-time. They scope the work, run the work, and hand it off. Continuity is the deliverable.

Practice Standard 01

Two senior advisors per file

Lead and second on every engagement. Both senior, both dedicated, both with TSA-specific experience. No analysts billing time.

Practice Standard 02

Principal-on-file

Every engagement carries a named principal accountable to the buyer. The principal joins steering committees. The principal signs the deliverable.

Practice Standard 03

Same team, end to end

The advisor who scopes the work is the advisor who runs it. No handoff between sales and delivery. No rotation of leads mid-engagement.

Practice Standard 04

Conflict screen on intake

Every engagement is screened for seller-side conflict. If there is a conflict, the firm declines. The firm's small bench makes this possible.

What We Decline

The work we turn down.

A specialist firm is defined as much by what it does not do. The firm regularly declines work that other carve-out advisors accept. Selectivity is the brand.

  • i.

    Seller-side TSA work

    The firm has never represented a seller in a TSA negotiation. Never will. This is the founding rule.

  • ii.

    Pure M&A integration

    Post-merger integration with no TSA component. There are firms that do that well. The firm refers them out.

  • iii.

    Engagements with structural conflict

    If the firm has worked the seller's side of an adjacent deal, or if a current client is the seller, the firm declines.

  • iv.

    Work the buyer is not actually running

    If the engagement is being run by the seller's transition office and the buyer is observing, the firm declines. The buyer has to be in the room.

Documentary view of the principal's seat at a TSA negotiation
Figure 2Selectivity is the brand. The firm's small bench makes it enforceable.

Want to meet the team?

First conversation is free. The principals join every intake call.

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