home2-slider-1 home2-slider-2 Buy-Side Deal Origination
& Acquisition Search
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Exclusive Access to Curated, Pre-Vetted Deals & Acquisition Opportunities in the Lower Middle Market.

Lower Middle Market
Deal Origination

Get Exclusive Access to Pre-Vetted Investment Deals & Acquisition Opportunities.

Smarter Money

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More capital comes with higher investor scrutiny. Our proprietary Tier-1 system for prepping our clients is grueling, but necessary to punch through the mid-market ranks into the juggernaut of your niche.

Investor / Buy-Side Process

How we create Proprietary Deal Pipelines for both Institutional Investors and Strategic Buyers.

TARGETING

RESEARCH

OUTREACH

QUALIFICATION

VALUATION

INTRODUCTIONS

Deal Targeting

  • Discovery/Synergy Call with Investor Relations
  • Determine Investment/Buy Criteria
  • Develop Ideal Target Profile
  • Create Preliminary Questionnaire

 

Core Team-3
Core Team-5
Core Team-4
Market Opportunity-2
Market Opportunity-3
Market Opportunity-4
Market Opportunity-5

Research

  • Search Internal Database of Proprietary Deal Flow
  • Perform Industry Analysis and Market Research
  • Identify External Targets (Off-Market & Non-Advertised)
  • Compile Target Lists 
  • Verify Company Data and Contact Info for Accuracy

 

Outreach

  • Reach Targets through Omni-channel Campaign
  • Drip Campaign/Marketing Funnel
  • Contact to Discuss Strategic Alignments
  • Confidential Engagement
  • Hold Preliminary Synergy Calls
Benefits 2-2
Benefits 2-4
Benefits 2-3
Benefits 2-5
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Qualification

  • NDA sent to Pre-Qualified Targets
  • Second Round of Qualifying Interviews
  • Investor Materials & Financials Requested
  • Confidential Information Received
  • Select Top Candidates

Investor Package

  • CIM Developed
    • Pro-Forma
    • Financial Modeling
    • Valuation (EBITDA, DCF, NPV)
  • Executive Summary
  • Pitch Decks & Marketing Materials
  • Transaction Overview & Structure Defined
  • Deal Teaser Sent
Capital Front Page-4
Capital Front Page-3
Capital Front Page-5
Capital Front Page-2
Strategic parnterships-2
Strategic parnterships-4
Strategic parnterships-3

Introductions

  • Coordinate Initial Telephonic/Conference Calls
  • Facilitate Secure Exchange of Information
  • Oversee Initial Negotiation
  • Coordinate LOI & Offer Letter Processes
  • Further negotiations held between buy/investor and sell/investment side. 

Investor / Buy-Side Process

How we create Proprietary Deal Pipelines for both Institutional Investors and Strategic Buyers.

TARGETING

RESEARCH

OUTREACH

QUALIFICATION

VALUATION

INTRODUCTIONS

Deal Targeting

  • Discovery/Synergy Call with Investor Relations
  • Determine Investment/Buy Criteria
  • Develop Ideal Target Profile
  • Create Preliminary Questionnaire

 

Core Team-3
Core Team-5
Core Team-4
Market Opportunity-2
Market Opportunity-3
Market Opportunity-4
Market Opportunity-5

Research

  • Search Internal Database of Proprietary Deal Flow
  • Perform Industry Analysis and Market Research
  • Identify External Targets (Off-Market & Non-Advertised)
  • Compile Target Lists 
  • Verify Company Data and Contact Info for Accuracy

 

Outreach

  • Reach Targets through Omni-channel Campaign
  • Drip Campaign/Marketing Funnel
  • Contact to Discuss Strategic Alignments
  • Confidential Engagement
  • Hold Preliminary Synergy Calls
Benefits 2-2
Benefits 2-4
Benefits 2-3
Benefits 2-5
shutterstock_1537706084-7
shutterstock_1537706084-6
shutterstock_1537706084-3
shutterstock_1537706084-4
shutterstock_1537706084-5

Qualification

  • NDA sent to Pre-Qualified Targets
  • Second Round of Qualifying Interviews
  • Investor Materials & Financials Requested
  • Confidential Information Received
  • Select Top Candidates

Investor Package

  • CIM Developed
    • Pro-Forma
    • Financial Modeling
    • Valuation (EBITDA, DCF, NPV)
  • Executive Summary
  • Pitch Decks & Marketing Materials
  • Transaction Overview & Structure Defined
  • Deal Teaser Sent
Capital Front Page-4
Capital Front Page-3
Capital Front Page-5
Capital Front Page-2
Strategic parnterships-2
Strategic parnterships-4
Strategic parnterships-3

Introductions

  • Coordinate Initial Telephonic/Conference Calls
  • Facilitate Secure Exchange of Information
  • Oversee Initial Negotiation
  • Coordinate LOI & Offer Letter Processes
  • Further negotiations held between buy/investor and sell/investment side. 

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