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Elevo Advisors
Glass towers against the sky

04 · Capitalize

M&A and Capital Raising

“Senior people at the table when the numbers get real.”

A number is about to be put on everything you have built, and you are not certain it is the right one.

Before you answer what it’s worth, know what it could be worth.

In plain terms

Getting a company ready to raise, buy or sell — and running that process end to end.

When it leads

Institutional capital; an acquisition; an unsolicited approach; a recapitalization; an ownership transition.

The moments it answers

  1. ScaleYou’re acquiring a company, or someone has approached you about yours, and you need to know what it’s actually worth before you answer.
  2. TransitionYou want liquidity without leaving.
  3. TransitionYou’re ready, on your own timeline and your own terms, to transition ownership.
All sixteen inflection points

The Elevo Method

The Elevo Method in an M&A and Capital engagement

  1. 01

    Illuminate

    What is actually true here?

  2. 02

    Interpret

    What does it mean, and what happens next?

  3. 03

    Insulate

    What do we do about it?

  4. 04

    Institutionalize

    How do we make it hold?

What it covers

  • Readiness to raise, buy or sell
  • Term sheets, letters of intent and deal structure
  • Due diligence, documentation and disclosure
  • Equity rounds, convertible instruments and recapitalizations
  • Shareholder and board approvals
  • Post-closing integration and investor relations

Matters we handle

Transaction AdvisoryTransaction Preparedness & Succession/Exit Planning
  • Term Sheets and Letters of Intent (LOI) Templates
  • SAFE Agreements and Convertible Notes
  • Due Diligence Checklist and Documentation
  • Shareholder and Board Resolutions for M&A
  • Legal Review of Transactional Documents
  • Post-Merger Integration Plan Templates
  • Investor Integration Management

Who leads it

Who to talk to.

The whole team

Founder

Entrepreneur, strategic business advisor and attorney with experience from startups to Fortune 500 companies.

Growth & Value · Outside General Counsel · M&A and Capital

Nick York, Founder of ELEVO Advisors

Nick York

Founder

Growth & Value · Outside General Counsel · M&A and Capital

Nick is an Entrepreneur, Strategic Business Advisor and Attorney with experience ranging from startups to Fortune 500 companies, universities and national non-profit organizations.

Prior to dedicating himself full-time to his entrepreneurial endeavors, Nick had a highly successful twenty-year legal practice with firms in Cleveland, Chicago and Columbus. As an Entrepreneur, Nick has been an owner, investor, director and partner in several companies throughout his career with domestic and international operations.

Nick’s motivation and passion over his 25-year career has been to inspire and help people and organizations maximize potential. He has played leadership roles in a number of community and nonprofit organizations focused on improving the lives and conditions of the communities around him.

Nick is the Co-founder and Board Chair of the Ohio Innovation and Technology Association (OITA). Nick has served as Vice Chair of the University of Akron Board of Trustees. He has been a champion of entrepreneurship on the national level as a Board Member of the National Small Business Association (NSBA) in Washington, DC, and as Vice Chair of the Council of Smaller Enterprises (COSE), the largest small business member organization in the country.

Attorney

Business entrepreneur and attorney with a 25-year career leading complex product liability matters for Fortune 100 companies.

Outside General Counsel · M&A and Capital

John Patterson, Attorney

John Patterson

Attorney

Outside General Counsel · M&A and Capital

John is an accomplished and dynamic Business Entrepreneur and Attorney driven to create innovative business solutions with a broad impact. He blends a profound understanding of legal intricacies and business acumen to be at the forefront of opportunities in competitive business landscapes.

As an Attorney, John built a longstanding reputation as a leading product liability practitioner serving Fortune 100 companies nationwide. His legal career spanned over 25 years, where he led some of the industry’s most complex legal matters, representing diversified clientele in manufacturing, distribution, and retail. Here, he executed complex case and negotiation strategies to create favorable business outcomes and disarm high-risk matters with uncompromising ethical standards.

John now pairs his legal acumen and business savvy to drive business innovation and visionary leadership across new ventures and opportunities. He leverages data-driven solutions to optimize processes, close performance gaps, and adopt best practices with an unyielding pursuit of excellence.

John ushers a steady leadership approach to build consensus and effectively manage expectations of key stakeholders, client partners, and cross-functional teams to achieve goals and outperform expectations. He skillfully navigates the complex intersection of business and law to deliver distinctive professional capabilities to business pursuits and transform ideas into thriving opportunities.