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Get Your Best M&A and Capital Raise Deals Done With Us

We Are A Tech-Enabled Deal Origination and Execution Platform

Our Solutions

built by deal professionals.

Designed to maximize interest and value across the following transaction types: 

How do we do it?

Stronger Target Outreach

Maximizes Interest

More efficient diligence

Reduces Mgmt Time

Critical Deal services

Drives Engagement

Our Model is designed to maximize value

We offer a variety of deal solutions to fit your needs – from the very early stages of deal generation with our ‘Deal Flow’ solution to the last push getting the deal across the finish line with our ‘Diligence’ solution and everything in between encompassing our “Ancillary Services.”

Deal Flow

Annual Subscriptions

Diligence

Monthly Subscriptions

Ancillary Svcs

$ / Hr - Varies by Project

our value proposition

How we are different...

Our combination of tech + expertise + engagement flexibility is our value proposition

Our Deal Flow solution allows for each member of your Deal Team to see where each deal opportunity is at relative to close. No more weekly status updates.

Our Diligence solution is a best-in-class collaboration platform so everyone on your Deal Team knows the status of the deal, the steps to close and can contribute toward closing out information requests.

We help you leave no stone unturned whether you are buying or selling.

If you are looking for a buyer for your business, capital for a buyout or for growth, we upload and connect you with the right contacts and tier them relative to our proprietary ratings so you can be assured your Deal Team maximizes interest. 

If you are looking for an acquisition or building an acquisition strategy, we upload and tier the targets and their contact information so you can maximize your growth options.

We have heard nightmare stories from business owners and private equity firms with deal experiences that went terribly wrong – incompetent advisors, engaging the wrong buyers, under-prepared diligence information, lack of clarity on process, no-end-in-sight diligence processes, etc. And the list goes on.

With Deal Team and our expertise and solutions, we arm you with all of the tools to be successful in whatever deal or deals you pursue.

Our solutions were designed and built by professionals who know all of the common stumbling points in a deal process or strategy. With Deal Team, you will have more deal options and more confidence to choose the best deal for you, and even get it done more smoothly. 

Most financial advisor or investment banker engagements require exclusivity. That is, these agreements demand that no other firm or team can be hired for what could be a very long time. So…..What happens if you lose faith in this advisor while they are engaged? Well? It’s not a good situation as you’ll need to either try to amend the engagement or you’ll have to “wait it out” until the agreement expires. But it gets worse; at the same time, you will need to somehow get access to your soon-to-be-former advisor’s marketing materials, notes and statuses on each of the counterparties. Good luck getting that! So, in other words, in such a situation, you will likely be starting over or at least stressing how to not start over.

With Deal Team, however, we do not require exclusivity. Additionally, we ensure you with everything related to your transaction at your fingertips, including materials, notes, statuses, etc. Frequently, we have worked hand-in-hand with another advisor.

About us

We are a US-based tech-enabled company supporting a variety of deal processes in the M&A and capital markets. Deal Team was founded to improve the quality, efficiency and value in transaction opportunities clients seek to do. Our technology was designed by seasoned investment bankers who wanted to provide a better experience for our clients.

Our Technology

Built on a Microsoft technology stack, we leverage the power and interconnectedness within the suite of Microsoft applications such as Outlook, Sharepoint, Dataverse and Office365 to bring an integrated, holistic solution to deal processes.

Our Partners

Our referral partner network spans across professional service firms such as accounting and law firms to private equity firms, consultants and family and entrepreneur-owned businesses. We frequently act as an extension of our partners.

Our Team

Consisting of seasoned investment bankers to energetic, tech-savvy younger professionals, we combine our experience, technology and flexible mandates to offer our clients an unrivaled value proposition.

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