We can help you find your next great portfolio company.
Buy-Side Acquisition Services
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.
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.
add-on deal sourcing & 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.
The Right Investment Partners Have:
Strong Capabilities
Strong funding in place and ability to complete the deal, as well as a strong team who can execute effectively and provide operational resources to drive growth.
clear vision
Clear investment criteria with commitment to the business category and/or a clear competitive advantage in the business category.
proven reputation
Proven track record of successfully closing deals, successfully managing businesses, and producing successful results for all stakeholders, including investors.
Our Proprietary Process
Here is an overview of our process. It's simple and transparent.
We want to open up lines of communication and clearly understand your deal criteria. What's your strike zone?
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
We'll start sending you bullet points on proprietary deals that we think might fit your criteria.
We'll coordinate and attend meetings with business owners to help you get a conversation started.
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.
We want to open up lines of communication and clearly understand your deal criteria. What's your strike zone?
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
We'll start sending you bullet points on proprietary deals that we think might fit your criteria.
We'll coordinate and attend meetings with business owners to help you get a conversation started.
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.