Most buy-side processes lose because of two failures: the target list was generic, and the diligence asked the wrong questions. We rebuild both, supported by AI tooling that finds, scores, and qualifies acquisition candidates at scale.
This service is built for buyers who know what they want, but need an outside team to find it, validate it, and help close it without overpaying.
Typical clients include strategics building through bolt-on acquisitions, family offices deploying $5M to $50M of equity per transaction, search-fund principals running their first or second platform investment, and PE portfolio companies executing add-on strategies.
Most buy-side processes lose for two reasons — the target list was generic, and the diligence asked the wrong questions. We rebuild both.
We work to a defined mandate — sector, size, geography, strategic fit — and run the search as a structured process rather than an opportunistic scan.
A written acquisition thesis with sector boundaries, fit criteria, walk-away terms, and integration philosophy.
AI-driven discovery across 21M+ private companies, with each candidate scored against your specific fit profile.
Direct, principal-to-principal approach to off-market targets — never auction processes when we can avoid them.
Commercial, financial, and operational diligence run by us, sequenced to validate the thesis before lawyer hours begin.
We help you decide the price you will not exceed — and the structure that protects you when the seller pushes back.
LOI structuring, exclusivity, definitive-agreement support, and integration planning through close.
Buy-side timelines are unpredictable by nature — they depend on when the right seller appears. Our role is to make sure the right seller appears sooner and that you are ready to act when they do.
Mandate definition, sector deep-dive, fit criteria, valuation framework. Weeks 1–3.
AI-driven target list, ranked by fit. Proprietary outreach to top tier of candidates. Weeks 3–12.
Mutual NDA, management diligence, LOI structuring, exclusivity. Variable timing.
Confirmatory diligence, definitive agreements, integration prep, close. 8–16 weeks.
Buy-side mandates run on a monthly retainer paid against a close fee. The retainer reflects the work we do whether or not a deal closes; the close fee reflects the outcome.
"Monthly retainers range from $15,000 to $35,000 depending on mandate complexity and search scope, paid against a success fee on close. All terms agreed in advance and documented in writing."
Before you commit to a mandate, get a structural view of the market you'd be searching. Our AI Buyer-Match Preview returns a ranked, scored set of likely acquisition candidates within your sector and size criteria — blurred until we engage.
Thirty minutes to understand your acquisition thesis, your sector, and whether we are the right team to architect your search.