Want to buy a business? Self-Funded or Traditional Search Fund? Check your chance to close a deal

Over the past few years, we’ve worked with numerous searchers and developed a few criteria to help determine whether a collaboration makes sense for both sides. Since we are largely compensated only upon success, we’ve optimized our onboarding process accordingly. We’re happy to share a small part of that process with you for free.

It will give you a solid sense of your current deal readiness and highlight areas where improvement may be needed.

🔍 Deal Sourcing for Searcher

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Market Research

We scan databases, search engines & AI tools.

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Network Outreach

Activating our industry contacts.

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Kick-Off Workshop

Define search goals and ideal target profile.

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Outreach Campaign

Cover letter, teaser, and CEO letter (email + mail).

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Follow-Up

Personal calls and reminder emails.

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Target Longlist

Continuous sourcing aligned with your criteria.

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Buyer Story

Craft a compelling reason why sellers should talk.

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Intro Meeting

Book meetings with matching sellers (US & Canada).

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Teaser Prep

Prepare teaser material for qualified targets.

📈 M&A Buy-Side Services for Searcher

Management Meeting

Mgmt. Meeting

Moderated virtual meeting & Q&A with seller.

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IOI Support

Initial valuation, deal structure, and financing logic.

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LOI Draft & Negotiation

Support in crafting and negotiating the LOI.

Due Diligence

Due Diligence

Manage the virtual data room and Q&A flow.

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Closing Support

SPA coordination, execution and transaction closing.