Deal Sourcing

Achieve your acquisition goals by leveraging our high-touch process to engage and successfully
close transactions with qualified, off-market targets.

01.

CriteriaAlignment

Leveraging our comprehensive kickoff process, we develop a clear understanding of your ideal acquisition target(s) considering both financial and cultural criteria.

02.

StrategicOutreach

Utilizing our proprietary database of 100K+ contacts, focused search strategies, and customized outreach plan, we identify and engage targets in acquisition conversations on your behalf.

03.

TargetVetting

We pre-screen all engaged targets to confirm they fit your niche search criteria, assess synergistic alignments, and are open to further founder-direct conversations with your team.

04.

Collaborative Dashboard

Easily view deal progress with 24/7 access to our Collaborative Dashboard. Here you view all engaged targets, provide feedback, request more information, and collaborate with our team in real time.

05.

Valuation &LOI Advisory

Using our extensive market knowledge and database of comparable transactions, we assist in crafting deal structures and provide feedback on valuation best practices.

06.

NegotiationSupport

Our team manages target expectations, navigates difficult discussions, and advocates for an outcome that aligns with your transaction goals.

07.

StreamlinedDue Diligence

Our team provides advisory and support as needed to ensure a timely close.

08.

DealClose

Congratulations – we’ve successfully closed a transaction! Interested in acquiring multiple targets? We can work on searches simultaneously to supercharge your deal flow.