How an engagement actually runs

We write down what you are actually looking for — thesis, criteria, geography, size — and, just as importantly, what a pass looks like. Everything downstream is measured against this document.

• Thesis and investment criteria, in writing
• Explicit exclusions, so we are not bringing you deals you would never do
• Agreement on what qualifies a company to reach you

Before any outreach goes out, we build the universe of companies that could fit and size it. You see the shape of the market — how many companies, where they are, who already owns them — and can adjust the mandate while adjusting is still cheap.

• The addressable universe, segmented and sized
• Ownership landscape: family-owned, sponsor-backed, strategic
• Mandate adjustments before a single email is sent

The sourcing engine runs continuously against the mandate — discovering companies, enriching and verifying them, and scoring each one for fit. This is the stage our software was built for, and it does not stop when a deal goes live.

• Continuous discovery across thousands of sources
• Enrichment and verification on every candidate
• Fit scoring against your mandate, reviewed by hand

We contact owners and intermediaries directly — in your name where you want that, discreetly where you do not — and we take the introductory conversation ourselves. Most of these owners are not running a process and have never seriously considered selling, so that first call is where the project and the idea of an acquisition get introduced properly. You meet a company once there is real interest on the other side, not before.

• Direct contact with the decision-maker, not a general inbox
• We take the introductory call: who you are, why their company, what happens next
• The idea of a sale raised carefully with owners who have never considered one
• Every reply, bounce, and referral worked and logged

Once a target is under LOI we hold the schedule across the financial, legal, operational, and commercial workstreams, manage the information requests, and keep findings moving to the people who act on them.

• One plan, one timeline, owners on every workstream
• Data room and information request management
• Findings tied back to price, structure, or a close condition