Meet the Team

Managing Director

Sarah Williams

Specializing in mergers, acquisitions, and strategic restructurings that help nonprofit boards navigate complex decisions with confidence.

M&A and restructuring expertise for mission-driven organizations.

Sarah Williams leads the firm's strategic transaction practice, bringing more than fifteen years of experience in mergers, acquisitions, and financial restructurings for nonprofit and mission-driven organizations.

Her work spans the full transaction lifecycle — from strategic assessment and stakeholder alignment through due diligence, negotiation, and post-close integration. Sarah has particular expertise in transactions where mission preservation is a central consideration, including nonprofit-to-nonprofit mergers, acquisitions out of bankruptcy, and complex affiliation structures.

Before joining the firm, Sarah practiced as a transaction advisor at a leading consulting firm and served as in-house strategy lead at a major nonprofit health system. She holds an MBA and a graduate degree in public policy, bringing both financial rigor and a deep understanding of the governance dynamics unique to mission-driven institutions.

Areas of focus.

Mergers & Acquisitions

Advising on strategic combinations, affiliations, and acquisitions that strengthen mission delivery while preserving organizational identity.

Financial Restructuring

Guiding organizations through complex debt restructurings with a focus on long-term operating flexibility and mission alignment.

Board Advisory & Governance

Helping boards understand strategic alternatives, evaluate transaction risks, and fulfill their fiduciary responsibilities with confidence.

Work with Sarah and the team.

Whether you are considering a strategic transaction, navigating a restructuring, or exploring affiliation options, our team is ready to help.