Deal Sourcing

We can help you find your next proprietary deal.

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Experts in Deal Origination

We source deals for a limited number of private equity firms, VC firms, and family offices. 

We specialize in sourcing off-market deals in the $5M - $250M revenue range - Main St. to Middle-Market. We work with investors with $100M AUM to $2B+ in AUM.

We can help you find your next great portfolio company.
Interested in learning more?

Buy-side Acquisition Services

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    Thesis Development
    We provide market research services to define investment search criteria, outline clear objectives for the investment thesis, and develop a strategic approach to the target market.
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    Platform Deal Sourcing
    Using a private outreach process, we develop key relationships in the target market, leading to platform acquisition opportunities. We are an extension of your deal team, helping you find the right entry point or platform-scale deal.
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    Add-on Deal Sourcing and Screening
    Our database and technology driven deal sourcing and screening process generates significant deal flow for add-on acquisitions, supporting your M&A strategy while saving your deal team time on smaller deals.

What we’re looking for in Investment Partners:

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    Strong Capabilities
    Secured funding in place for deal size, deal team who can execute due diligence, and an operating team with ability to support portfolio companies.
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    Clear Vision
    Clear investment criteria with a commitment to the business category and/or a clear competitive advantage in the business category.
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    Proven Reputation
    Track record of successfully closing deals, successfully managing businesses, and producing successful results for all stakeholders, including investors.

Our Proprietary Process

solid Frame 327-1Step 1: Introductory Call 

We want to open up lines of communication and clearly understand your deal criteria.  What's your strike zone? 

solid Frame 327-1Step 2: Agreements

We'd like to get NDA and Buy-side Agreements in place that outline the Success Fee and the way we'll work together.

  • We typically do not charge retainer fees.
  • We are usually non-exclusive with buy-side deals

solid Frame 327-1Step 3: Deal Outreach

We'll start sending you bullet points on proprietary deals that we think might fit your criteria.

solid Frame 327-1Step 4: Deal Meetings

We'll coordinate and attend meetings with business owners to help you get a conversation started.

solid Frame 327-1Step 5: Deal Coordination

If you decide to move forward with a deal, we'll help how we can to coordinate the deal process - from helping you gather information for the data room to managing the relationship with the Seller.

If you're interested in talking with us about sourcing deals - get in touch!