Our Process

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1. Identify prospective acquisition targets that align with the Private Equity Group’s investment parameters, including revenue size, geographic location, and EBITDA benchmarks.

 

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2. Initiate discreet outreach to potential sellers to develop relationships, build rapport and confidentially explore their openness to a potential transaction.

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3. Develop a concise seller profile summarizing key operational and financial highlights for presentation to the Private Equity Group.

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4. Secure executed confidentiality agreements and facilitate initial introductions between the interested buyer and the target company.

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5. Coordinate communication and logistics, including arranging introductory calls, sharing contact information, scheduling site visits, and supporting early-stage due diligence by gathering preliminary financial documents and initial request lists.

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6. Relay feedback and insights gathered from the seller throughout the deal process to ensure alignment and address concerns proactively.

Our Industries

We facilitate connections between business owners looking to sell and buyers/private equity, using a consultative approach to understand client goals.

We provide our clients with vetted introductions, helping guide the acquisition process from introduction to close, streamline meetings, follow-ups, and communication to ensure a seamless transaction.

CONNECT

Basement Restoration/Repairs

Facilities Maintenance & Building Services

Fire Safety

Landscaping

Healthcare

HVAC & Plumbing

Lumber

Overhead Garage Doors

Paving

Real Estate

Restoration

Roofing

Transportation & Logistics

Vocational Trucking

Windows & Doors

Let’s Chat

We are always exploring new industries and work with a number of private equity groups and buyers seeking specific criteria of companies to acquire.

Schedule a call