Exclusive Off-Market Deals
Find the highest quality EBITDA positive deals in the middle market space that your lawyer or accountant doesn’t have access to. Be the first person to talk to them without having to compete with the rest of the investment banks.
Partner Results
Listen to what our partners have to say about us
Find Motivated Sellers
Use our system to find owners of businesses who are motivated to sell. Sign engagements now and build a pipeline for years ahead.
Reduce reliance on Referrals
Referrals are great except the unpredictability of new deals. Having a system in place to predictably source new deals will ensure steady revenue for you.
Increase Unit Profitability
Access off-market deals which no other investment bank or buyer is in touch with. This means, you have more leverage in negotiation. (Get better deals and increase profit per deal)
| Who is this for? | Who is this not for? |
| Middle & lower middle market Investment Banks/Intermediaries with most of their transactions in the range of $1m to $200m. | Investment banks/Intermediaries with the majority of transaction values at less than $1m. |
| Investment bankers who want to reduce reliance on the network and referrals. | Bulge Bracket investment banks with the majority of their transactions above $2 Billion each. |
| Leaders who want to spend their time efficiently speaking to qualified companies that fit the criteria instead of hoping for them to be qualified. | |
| Investment Banks that have a solid track record. |
Are the deals exclusive?
Yes, we only work with selected partners and limit the total number of partners we work with to maintain exclusivity.
Can I source deals from multiple industries?
Yes, we can focus on one or multiple industries. However, we typically stick to one or two industries maximum at a time when sourcing, for getting best results.
How are you different and why should we work with you?
We aren’t trying to get every M&A onboard as a client. We limit the partners we onboard so that we can maintain exclusivity on deals. Furthermore, we do deals ourselves working with institutional buyers and have gained several insights on how you can actually source motivated sellers on both blue collar and white collar industries. One main reason to provide this service is to establish relationships with great banks which will in-turn create more collaboration opportunities when we do our own deals on the buyside.
How can we start working together?
Schedule a time on our calendar, or get in touch with us via email to have an introductory call. We will have a discussion to see if there is mutual alignment and determine next steps from there onwards.
How do you know revenue and profit metrics of companies?
Unless we have the company books, there’s no way to get the exact financial metrics of private companies. However, we have a way to estimate revenue metrics of businesses which helps with the targeting. In terms of profit, although there is no proper way to come up with accurate estimates, we have developed a filtering mechanism to qualify businesses for this before they even get on a call with you. This is done only when there is a hard minimum profit requirement.