M&A Strategy

We help our clients plan for acquisitions, whether they are exploring a sale of their business this year or three years from now or looking to acquire other companies to scale. We identify the critical factors that will drive value in a future sale and guide our clients to success.

M&A Transaction Advisory

We guide company leadership through every step of the M&A process, whether your selling or buying. We’ll work with you to manage inbound interest or run a process to help you achieve your transaction goals.

Corporate Development

Think of us as a project based corporate development team. We help our clients assess M&A and liquidity alternatives, review outbound financial metrics, and craft the right messaging around your M&A objectives.


Springstone Advisory provides tailored corporate development consulting and merger and acquisition (M&A) advisory services that enable our clients to explore strategic acquisition alternatives, prepare for a future exit event and execute on sell-side and buy-side M&A transactions. We have a long history of advising founder-led companies across the SaaS, IT Services and Business Services markets with a focus on helping our clients optimize and realize value in their business.

Erin Lucien



Erin Lucien, Founder of Springstone Advisory Services, has over twenty years of experience in merger and acquisition transaction advisory, finance and strategic consulting. Over the course of her career she has led the execution of sell-side, buy-side and consulting services for founder-led and venture-backed technology and business services companies. She has advised on private and public acquisitions, private equity recapitalizations for growth financing and capital raises.

In addition to her work with Springstone, Erin is also a Managing Director with District Capital Partners (DCP). Prior to founding Springstone in 2010, past investment banking includes roles Kipps DeSanto, Agility Advisory Services and Updata Capital. Erin received her MBA from the University of Chicago Booth School of Business and her an undergraduate degree in Business Administration from James Madison University.


M&A Advisory

Divestiture of National Association of Independent School’s SaaS based financial aid software business to a private equity backed strategic acquirer (now Community Brands).

Corporate Development Consulting and M&A Advisory

Consulting engagement with Higher Logic, a leading provider of cloud-based community platforms, led to an M&A advisory role in its transaction with JMI Equity.

Corporate Development Consulting and M&A Advisory

Consulting engagement with Diamond Mind, a provider of payment processing solutions for K-12 independent schools, led to an M&A advisory role in its transaction with Serent Capital.

M&A Advisory

Buy-side M&A for a private equity backed SaaS company through role with District Capital Partners.

M&A Strategic Planning

Identified opportunities to enhance value and success in a future M&A process for an IT services company.

M&A Strategic Planning

Advised the CFO and executive team of a venture backed SaaS company as it explored and prepared for liquidity alternatives.