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Acquisition Advisory

We assist through the entire acquisition process – from idea generation to screening to negotiating and closing. We offer our clients four distinct models to retain us.

We Deploy our Proprietary Acquisition Strategies on our Tech Enabled Platform...

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We Offer Additional Resources and Our Expert Advice When Needed

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Best-in-Class Acquisition Advisory

Acquisition Advisory Offerings

Designed to Maximize Results and Value

Our Launch Model

From $5k Per Month (12 month minimum)

We manage sale transactions for privately-held businesses across a wide spectrum of industries

Our Harvest model

Customized Based on Need and Volume 
(12 month minimum)

Everything from our Launch program plus we do the initial screening for you, including the fit with your strategy and a general financial profile for each target who engages.

Our Execute Model

Customized Based on Need and Volume 
(12 month minimum)

Everything from our Harvest program plus we assist in managing the diligence process(es) with our proprietary diligence collaboration platform.

Deal Team Pro

Varies Depending on Client 
(plus transaction fee paid at close)

Everything with our Execute program plus dedicated, senior transaction professional to advise on negotiations, strategy and valuation.

Explore Working With Us

When Clients Want Senior Attention, Confidentiality and Expertise
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How We Develop and Deploy an Acquisition Strategy

We built this platform to empower our clients and do great deals

First we develop a robust list of targets in spreadsheet form

We make sure each target is appropriately tiered, categorized and has the right contact info

Collaborative Target Management

Next, we upload list to our proprietary and highly customizable platform that enables collaboration directly with our client and the targets

Strategic Outreach & Engagement

Then, we deploy an innovative outreach strategy where we deploy customized content to engage with prospective targets

Evaluation, Negotiation & Acquisition

Once we engage with targets, we can then screen for fit; when we have a good fit, we then get an NDA in place, obtain additional information and initiate the next workstream of evaluating, negotiating and potentially acquiring