APPROACH

We focus on identifying acquisition opportunities that provide strategic fits with our well-capitalized investor clients.

 

• BEHIND-THE-SCENES DISCUSSIONS

To protect confidentiality and avoid transaction fees, most owners would rather sell their companies directly to qualified investors than have their businesses marketed “for sale” by intermediaries. Through our proactive communications campaigns, we facilitate confidential, one-on-one acquisition talks between business owners and our highly qualified investor clients.

• TARGETED SEARCHES

Our acquisition searches are highly targeted, focusing only on businesses that are a credible fit to our client’s investment criteria. We work with clients who have demonstrated to us a sensible rationale to their acquisition strategy, a solid team to manage the investment, and the wherewithal to finance the transaction. Our acquisition searches have a high probability of success.