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.