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Off-Market Deal Flow
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For Your Next Investment
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Off-Market
Deal Flow
For Your Next
Investment
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Apply For Deal Sourcing
Apply For Deal Sourcing
Client Testimonials and Reviews:
"Partnering with this team has been a game-changer for us. Within just 30 days of working together, we not only sourced several high-quality deals but also sent out a Letter of Intent (LOI) on a promising opportunity.
Given our history of completing approximately $100 million in transactions, our focus was on financial services firms with revenues between $1 million and $20 million. The team delivered exceptional results, providing us with 4-6 qualified proprietary off-market deals each month. Their ability to quickly identify and present valuable opportunities has significantly enhanced our acquisition strategy and helped us advance our roll-up goals efficiently."
Kevin Dhillon
Founder of Dhillon Partners
Client Testimonials and Reviews:
"Partnering with this team has been a game-changer for us. Within just 30 days of working together, we not only sourced several high-quality deals but also sent out a Letter of Intent (LOI) on a promising opportunity.
Given our history of completing approximately $100 million in transactions, our focus was on financial services firms with revenues between $1 million and $20 million. The team delivered exceptional results, providing us with 4-6 qualified proprietary off-market deals each month. Their ability to quickly identify and present valuable opportunities has significantly enhanced our acquisition strategy and helped us advance our roll-up goals efficiently."
Kevin Dhillon
Founder of Dhillon Partners
A Quick Overview Of The Process
Deal Origination Services:
Our Deal Flow Team is Designed For
Private Equity
Real Estate Investors
Family Offices
Venture Capitalists
Small Business Investors
Investment Banks
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Define Seller Criteria
Start by meticulously outlining the characteristics of your ideal seller. This includes specifying the industry sector, business size, financial metrics, and any other relevant attributes that align with your acquisition goals. By clearly defining these criteria, you ensure that your search is focused and efficient, targeting businesses that are the best fit for your investment strategy.
Craft Targeted Ad Campaigns
Next, launch targeted ads on Meta and LinkedIn to generate inbound lead flow and inquiries from your ideal sellers. By crafting compelling ad content that speaks directly to your audience's needs and interests, you can effectively engage potential sellers and encourage them to reach out. This approach not only enhances your visibility in the market but also positions your firm as a go-to resource for those looking to sell their businesses.
Manual Outreach Campaigns
After your ads go live, we'll scrape the web to identify potential sellers that fit your specifications. We’ll reach out via cold calls, emails, and LinkedIn. If we find a good match, we’ll schedule them directly on your calendar, ensuring efficient follow-up and meaningful conversations.
Reach Sellers Before Public Listing
Engage with sellers before they put their businesses on the market. Making these connections early gives you a chance to access exclusive opportunities. This strategy helps you negotiate deals before they become available to everyone.
A Quick Overview Of The Process
Deal Origination Services:
Our Deal Flow Team is Designed For
Private Equity
Family Offices
Venture Capitalists
Small Business Investors
Investment Banks
Our expertise lies in helping private equity investors source deals and connect with sellers before they publicly list their business on the market. Our outreach team facilitates proprietary deal flow and the ability to form relationships with sellers before going to market and eliminating competition.
Define Seller Criteria
Start by meticulously outlining the characteristics of your ideal seller. This includes specifying the industry sector, business size, financial metrics, and any other relevant attributes that align with your acquisition goals. By clearly defining these criteria, you ensure that your search is focused and efficient, targeting businesses that are the best fit for your investment strategy.
Targeted Outreach Campaigns
Next, design and launch highly targeted digital advertising campaigns on key platforms such as Meta and LinkedIn. These campaigns should be tailored to reach your ideal seller profile, leveraging sophisticated targeting options to maximize visibility among potential sellers. Craft compelling ad content that resonates with your target audience and drives engagement.
Execute Multi-Channel Outreach
Once your campaigns are live, compile a comprehensive list of potential sellers from your digital outreach efforts. Utilize this list to perform a multi-channel outreach strategy, including cold emails and phone calls. This approach ensures you make direct contact with potential sellers, increasing the likelihood of establishing meaningful connections and initiating discussions.
Reach Sellers Before Public Listing
Finally, engage with qualified sellers directly before they list their business publicly. By forming relationships early, you gain exclusive access to off-market opportunities and build strong connections with sellers. This proactive approach positions you advantageously, giving you the opportunity to negotiate and secure deals before they become widely available.
Frequently Asked Questions
How does your deal sourcing process work?
We use a combination of targeted ads and direct outreach to connect your private equity firm with business owners who meet your specific acquisition criteria. Our outreach is designed to be precise, ethical, and tailored to your firm's goals.
What is your pricing structure?
Our pricing varies depending on the client and scope of the campaign. Typically, we charge a retainer plus a percentage upon successful completion of a deal. We work closely with you to create a structure that aligns with your needs.
Why should we trust your service?
Leading multi-billion dollar AUM institutions trust us to provide consistent deal flow. We are pleased to offer references and share our case studies to highlight our proven track record.
How do you craft an outreach campaign for my firm?
We develop a highly targeted outreach campaign tailored to your firm’s acquisition profile. By filtering potential sellers based on key characteristics such as revenue, EBITDA, industry, geography, and employee count, we ensure you connect with business owners who meet your specific criteria. If they align with your requirements, we will book them directly on your calendar to facilitate meaningful conversations and optimize your chances for a successful acquisition.
Do you offer any guarantees?
Certainly! Prior to launching any campaign, we deliver comprehensive performance projections that encompass conservative, base case, and optimized scenarios. Should we fall short of even the most conservative expectations regarding lead volume or conversions, we offer a full refund to safeguard your investment.
What types of organizations do you typically serve?
Our services are designed for various financial institutions and investors, including:
Private Equity Firms
Real Estate Investors
Family Offices
Venture Capitalists
Small Business Investors
Investment Banks
If your firm falls within these categories and is looking to enhance deal flow and acquisition success, we are here to help!