Buy-side advisory

Find your next
acquisition.

We source proprietary, off-market targets for serious acquirers — PE funds, search funds, family offices, and strategic buyers. Senior bankers run every mandate. Our AI does the rest.

240+
Targets sourced
per active mandate
85%
Off-market access
deals you won't see elsewhere
<180 days
Avg time to close
from mandate to LOI
$2B+
In closed transactions
across the firm

Who we serve

Built for serious acquirers.

We work with every type of qualified buyer — institutional, strategic, or independent.

Private Equity Funds

Platform investments and bolt-on acquisitions for funds deploying $50M–$500M in the lower middle market.

Roll-ups · Add-ons · Growth equity

Strategic Acquirers

Corporates expanding into adjacent markets, geographies, or capabilities through acquisition.

Tuck-ins · Vertical integration · Market entry

Search Funds

Independent operators raising capital to acquire and run a single business they'll lead long-term.

Self-funded · Traditional · ETA

Family Offices & HNW

Private capital seeking direct ownership of cash-flowing businesses as alternative investments.

Direct deals · Independent sponsors · Co-invest

How we work

From mandate to close.

A disciplined five-stage process. Every step led by senior bankers. Every deal closed in under six months.

01

Mandate

We build a precise thesis with you — sector, size, geography, deal structure, value drivers.

Week 1
02

Source

Our AI scans 12,000+ private companies. We surface the matches that fit your exact mandate.

Weeks 2–4
03

Vet

Senior bankers vet every target — financials, owner intent, fit. No noise. Only qualified deals.

Weeks 4–6
04

Diligence

Full quality of earnings, market analysis, and operational diligence. Clean data rooms.

Weeks 6–14
05

Close

We negotiate terms, structure financing, and run the closing process end-to-end.

Weeks 14–24

Senior bankers · Proprietary AI · End-to-end execution

What we do

Full-service buy-side advisory.

Every piece of an acquisition, handled by senior bankers and proprietary technology.

Target Identification

Proprietary off-market sourcing across 12,000+ private companies. We find the deals that don't hit the market.

Valuation & Analysis

Live comps, market multiples, and sector benchmarks. We tell you what a target is really worth — not what they're asking.

Due Diligence

Quality of earnings, operational diligence, customer concentration analysis. We surface risks before you commit capital.

Deal Structuring

Senior bankers negotiate terms, earnouts, escrow, working capital adjustments. We protect your downside.

Financing Solutions

Senior debt, mezzanine, equity co-invest. We bring our lender network to every deal — competitive terms in days, not months.

Closing & Integration

Document review, regulatory coordination, post-close transition support. We see you through to day one and beyond.

Ready when you are

Submit your mandate.
We'll handle the rest.

Tell us your thesis. We'll come back within 48 hours with a sourcing plan and an initial list of qualified targets.

New York, NY · 295 Madison Avenue, 12th Floor