Buy-Side Search Advisory
A structured search, built to find the right target.
A disciplined corporate development program that finds, qualifies, and closes acquisitions — run personally by a partner from first criteria call to closed wire.
Partner-Led Engagements
Our Process
9 steps, start to finish.
01
Document Acquisition Criteria
We put your target profile in writing — industry, size, geography, and strategic rationale — so every subsequent step stays anchored to what you actually want.
02
Industry Research to Identify Targets
Research-backed sourcing to build a curated target list of companies matching your criteria — on and off market.
03
Prepare Buyer Profile
A polished, confidential buyer profile that presents your business and acquisition thesis credibly to prospective sellers.
04
Target Outreach
Confidential, professional outreach to owners on your target list — surfacing interest without tipping off the broader market.
05
Introductory Calls With the Target
We speak with each responsive owner first, qualifying fit and gauging real interest before it takes any of your time.
06
Introductory Calls With the Target and the Client
Once a target is qualified, we bring the two of you together directly — with us on the call to keep the conversation productive.
07
LOI & Purchase Agreement Negotiation
Every term — price, structure, reps and warranties — negotiated with a former M&A attorney's eye for what sinks deals late.
08
Due Diligence Management
We run point coordinating diligence requests and responses, keeping the timeline on track through close.
09
Close Coordination & Wire Confirmation
Every closing document, signature, and wire instruction confirmed and coordinated — through the moment the deal funds.
Our Fees
A monthly retainer, plus a success fee.
Our fee structure for buy-side search engagements combines two components, so our incentives stay aligned with yours from day one through close.
Monthly Retainer
Covers the ongoing work of sourcing, researching, and reaching out to targets. The retainer amount depends on the size of your target list — a broader search requires more research and outreach capacity.
Success Fee
Paid only when a transaction closes. The success fee depends on your targeted transaction size — larger acquisitions carry a different fee basis than smaller ones.
We'll walk through exact numbers for your search during a confidential discussion — every proposal is built around your specific criteria and target transaction size.
Ready When You Are
Let's have a confidential discussion about your search.
Tell us what you're looking to acquire, and we'll put together a proposal built around your criteria.