Buy-Side M&A Advisory Off-Market Origination · By Introduction · Confidential · LOGIN

The Process

From thesis to closing table.

A clear, repeatable engagement, so you always know exactly where every target stands.

01

Define the mandate

We lock the thesis: sector, geography, size, ownership profile, and the dealbreakers. Your lane, in writing.

02

Originate off-market

Our outreach engine goes directly to owners who fit, opening conversations no listing would surface.

03

Qualify & introduce

We vet for fit and genuine intent, then make warm, NDA-ready introductions only when a target is real.

04

Support to close

We stay in the deal, shepherding diligence and momentum so promising conversations reach the finish line.

Engagement

Aligned, exclusive, built on trust.

Simple structure, incentives pointed at the same outcome you want: closed deals.

Success-aligned

We can begin contingent (paid on outcomes) so you can test our flow before any retainer commitment.

Retained mandates

For active, exclusive searches we move to a monthly retainer plus success fee, scoped to a single lane.

Exclusive by lane

We don't shop the same thesis to competing buyers. Inside your lane, your fund is the only client.