Brackett Partners - Strategic Intelligence

Q: What does Brackett Partners do?

Brackett Partners is a strategic advisory firm backed by AI-powered predictive intelligence, with three sides: Advisory (customer-validated strategy for leadership teams), Agency (Digital CMO leadership and marketing execution at scale with Hawke Media), and M&A Advisory (sell-side M&A advisory in partnership with Britehorn Securities, Member FINRA/SIPC). The firm also serves the public sector at the state and federal level.

Q: How do Brackett engagements work?

One way of working, every engagement: Diagnose (evidence first — a structured, customer-validated read), Direct (findings become ranked priorities with defined decision points), and Deliver (Brackett stays accountable to the roadmap). No packages or pre-scoped offers — every engagement is shaped after a conversation and gated phase by phase.

Q: Who does Brackett Partners serve?

Clients range from venture-backed companies to Fortune-ranked enterprises to state and federal institutions, across Healthcare & MedTech, Industrial & Manufacturing, Consumer & Hospitality, Technology & Venture-Backed, and the Public Sector.

Q: What is CVX SCAN?

CVX SCAN® is a Brackett Advisory service powered by the Luminas CVX SCAN® methodology: a 4-6 week structured, qualitative customer value assessment that identifies where a company holds differential value and which customer-driven growth opportunities to prioritize.

Q: What is Brackett's Predictive Intelligence capability?

AI-powered market research and analytics delivered in partnership with OSG Analytics: ASEMAP future-behavior modeling, choice modeling with willingness-to-pay curves and market simulation, adoption drivers analysis, and real-time analytics with segments delivered into the client's CRM.

Brackett Partners

Corporate towers, the setting for strategic transactions

M&A Advisory

Sell-side advisory for founders and boards ready to exit.

Intelligence-led M&A advisory for medtech and healthcare asset transactions, from pre-commercial IP sales to full company exits.

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Who This Is For

Senior-level advisory with regulatory infrastructure.

Brackett Partners M&A Advisory is designed for founders, boards, and executive teams who are evaluating a strategic exit, asset sale, or licensing transaction, and need senior-level advisory combined with the regulatory infrastructure to execute.

We work with:

Pre-commercial medtech companies with cleared IP and manufacturing relationships
Healthcare technology founders preparing for a first strategic transaction
Boards evaluating asset monetization, licensing, or full company sale
Executives who need sell-side representation with FINRA-registered broker-dealer oversight

How We Work

A structured, intelligence-led process.

We run a structured, intelligence-led process from mandate to close, phased and gated, so you decide at each gate.

01

Intelligence & Positioning

Market sizing, buyer landscape analysis, valuation framework, narrative development, and transaction materials preparation.

02

Buyer Outreach & Process Management

Confidential outreach to qualified strategic and financial buyers. Parallel process design to create competitive tension. LOI negotiation and buyer management.

03

Diligence & Close

Diligence support, definitive agreement negotiation, and close coordination in partnership with transaction counsel.

Our Partner

Full regulatory compliance.

Brackett Partners M&A Advisory operates in partnership with Britehorn Securities, a FINRA-registered broker-dealer (Member FINRA/SIPC). All securities-related advisory services are conducted through Britehorn Securities in full regulatory compliance.

Engagement Structure

Tailored to your transaction.

Engagements are tailored to the asset and transaction type, and shaped only after a confidential conversation about your goals. No packages, no off-the-shelf mandates.

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