& Acquisition Search
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.
Deal Sourcing & Acquisition Search
We Build & Manage Proprietary Deal Pipelines for Institutional Investors and Strategic Buyers.
Deal Sourcing & Acquisition Search
We Build & Manage Proprietary Deal Pipelines for Family Offices, UHNWIs, and PE firms and their Portfolio Co’s.
Smarter Money
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
Â
Research
- Search Internal Database of Proprietary Deal Flow
- Perform Industry Analysis and Market Research
- Identify External Targets (Off-Market & Non-Advertised)
- Compile Target ListsÂ
- Verify Company Data and Contact Info for Accuracy
Â
Outreach
- Reach Targets through Omni-channel Campaign
- Drip Campaign/Marketing Funnel
- Contact to Discuss Strategic Alignments
- Confidential Engagement
- Hold Preliminary Synergy Calls
Qualification
- NDA sent to Pre-Qualified Targets
- Second Round of Qualifying Interviews
- Investor Materials & Financials Requested
- Confidential Information Received
- Select Top Candidates
Investor Package
- CIMÂ Developed
- Pro-Forma
- Financial Modeling
- Valuation (EBITDA, DCF, NPV)
- Executive Summary
- Pitch Decks & Marketing Materials
- Transaction Overview & Structure Defined
- Deal Teaser Sent
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.Â
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
Â
Research
- Search Internal Database of Proprietary Deal Flow
- Perform Industry Analysis and Market Research
- Identify External Targets (Off-Market & Non-Advertised)
- Compile Target ListsÂ
- Verify Company Data and Contact Info for Accuracy
Â
Outreach
- Reach Targets through Omni-channel Campaign
- Drip Campaign/Marketing Funnel
- Contact to Discuss Strategic Alignments
- Confidential Engagement
- Hold Preliminary Synergy Calls
Qualification
- NDA sent to Pre-Qualified Targets
- Second Round of Qualifying Interviews
- Investor Materials & Financials Requested
- Confidential Information Received
- Select Top Candidates
Investor Package
- CIMÂ Developed
- Pro-Forma
- Financial Modeling
- Valuation (EBITDA, DCF, NPV)
- Executive Summary
- Pitch Decks & Marketing Materials
- Transaction Overview & Structure Defined
- Deal Teaser Sent
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.Â
Get in Touch with VCengine
VCengine maintains a rigorous process. After securely uploading your details, our team will review, determine fit and follow up in 1 business day.