01
Define the thesis
Industry, size band, geography, margin profile, owner situation, and integration capability. A tight thesis makes outreach credible and diligence fast. A loose one produces a year of wasted meetings.
Buyers we serve
Operators, searchers, family offices
Sourcing
Proprietary, off-market outreach
Support
Thesis through close
The best acquisitions are rarely listed. By the time a business appears on a marketplace, it has been shopped, and the pricing reflects that.
We help buyers define a disciplined thesis and then go find the businesses that match it — directly, confidentially, and before anyone else is in the conversation.
02
Proprietary sourcing
We build a target universe against the thesis and run direct, confidential outreach to owners who are not actively marketed. Most conversations start with an owner who had not yet decided to sell — which is exactly where the pricing advantage lives.
03
Valuation, diligence, and structure
We model the target on a normalized basis, stress-test the earnings quality, and identify the risks that should be priced rather than assumed. Then we structure the deal — cash, seller financing, earnout, rollover — and coordinate SBA or conventional lender financing where applicable.
- Normalized earnings and quality-of-earnings review
- Customer, contract, and key-employee risk assessment
- Deal structure and financing coordination
- Purchase agreement negotiation support
- First-100-days integration planning