Build · Grow · Lead · Exit
Advisory across the full life of a company
Taliera partners with brand and company owners from the first idea, through the hard work of growth, into the demands of leadership, and finally to the exit that defines a legacy. We bring institutional discipline to the lower middle market and a network that is next to none. High-value engagements with select partners, for extraordinary results.
Stage 01
Build
From the first idea to the moment a customer reaches for the brand. We build with whole-journey instinct.
New Brand Creation
Concept to shelf and glass. Positioning, packaging, route to market, and the commercial plan that makes brands stick. We have launched unknown products and carried them to a life of their own.
Route to Market
Strategic assessment and execution of existing and new routes to market and distribution. We map the path, build the structure, and put the right partners in place.
Stage 02
Grow
Scaling demands relationships, pricing discipline, and the right technology. We deliver all three.
National Account Management
Walmart, Target, Costco, Kroger; Darden, Brinker, Hilton, Marriott. We have activated brands in these channels and built the teams that keep companies winning in them.
Pricing & Revenue Strategy
Pricing is the fastest lever on profit and the least used. We help owners price with confidence and turn revenue strategy into margin that compounds.
Strategic Alliances & Partnerships
We identify, structure, and negotiate alliances, joint ventures, and distribution partnerships that accelerate growth. Introductions turn into outcomes.
Strategic Technology Use
We help companies choose and deploy the best-in-class tools that compound advantage instead of adding cost.
Stage 03
Lead
Leadership is the multiplier. We coach, fill gaps, and bring discipline to boards and management teams.
CEO & Executive Coaching
Every leader hits a ceiling that only an outside perspective can lift. We coach from experience, not theory, and hold clients to the standard their potential demands.
Next Generation Coaching & Leadership Development
The rising generation inherits more than a title. We mentor emerging leaders toward judgment, confidence, and ownership of their own path — preparing them to lead with clarity when the moment arrives.
Fractional & Interim Executives
Senior firepower — CFO, CMO, COO — placed to fill the gap, steady the ship, and build the function that outlasts them.
Board & Management Advisory
We advise boards and management teams on the decisions that set direction and the discipline that delivers on it.
Stage 04
Exit
The sale, purchase, or recapitalization of a company is the most consequential transaction of an owner's working life. You get a banker's process and a founder's empathy.
Sell-Side Advisory
Preparing the company for sale, positioning the story, building the data room, identifying and approaching the right strategic and financial buyers, and running a disciplined process to maximize value and certainty of close.
Buy-Side Advisory
Sourcing and evaluating acquisition targets, building the thesis, modeling the economics, and managing diligence and negotiation through to a signed deal.
Valuation & Deal Structuring
Defensible valuation, capital structure design, earn-outs, seller notes, and terms that protect your interests and align both sides for a successful transition.
Capital Raising
Connecting growing companies with the right debt and equity partners to fund expansion, acquisitions, or shareholder liquidity.
Business Valuation
Clear, defensible valuations for owners planning a sale, raising capital, settling ownership questions, or building toward a stronger number. We explain the drivers behind the figure and the moves that lift it over time.
Exit Readiness & Value Acceleration
Most owners decide to sell and discover their company is not ready. We prepare businesses years ahead of a transaction so the sale rewards a lifetime of work.
Larger Transactions
Mandates of $100M+ route to STS Capital Partners
Smoke Wallin serves as Partner and Managing Director at STS Capital Partners, a pure sell-side firm that brings international strategic buyers to the table — buyers who consistently pay meaningful premiums over financial and private-equity bids — to guide founder-owned businesses to Extraordinary Exits. Taliera and STS work as one continuum across the full size range.
Dedicated Practice
Private Family Advisory
For Ultra-High-Net-Worth Families & Family Enterprises
Great wealth brings problems money cannot solve. The hardest questions a successful family faces are rarely financial; they are human. Who leads next. How a founder lets go. How partners separate without destroying what they built. How siblings hold a shared enterprise without losing each other. How meaning aligns with purpose once the money is no longer the point.
Smoke Wallin has spent three decades resolving exactly these situations. He brings a calm presence and the rare ability to distill intricate, emotionally charged matters to their essence — finding the resolution others cannot reach and bringing parties back together. A member of the IPI Campden Wealth family-office community and recipient of its Mark L. Morris Award for uplifting peers through generosity, mentorship, and connection. We work quietly, hold confidence absolutely, and serve the family as a whole.
Complex Situations & High-Stakes Negotiation
When a situation is delicate, contested, or simply too important to handle alone, we sit at the table. Decades of negotiation experience applied to partner disputes, ownership questions, buyouts, and the moments where the right counsel changes the outcome.
Succession & Family-Business Transition
The transfer of a family enterprise is the test most fortunes fail. We guide founders and families through succession and buyouts with clarity and care — defining roles, aligning expectations, structuring the handover.
Next-Generation Involvement & Development
The rising generation inherits more than assets. We mentor next-generation family members toward judgment, confidence, and ownership of their own path.
Aligning Meaning with Purpose
Taliera helps families and their leaders align meaning with purpose, connecting the enterprise to the values that should outlive it. The quiet work that holds everything else together.
Family Governance & Leadership
Clear decision rights, family councils, shared principles, and the leadership development that carries it all forward. Structure protects the family, and the family protects the legacy.
Start a conversation
Taliera takes on a select number of engagements each year, and every one begins with a private conversation.