built for value creation
We equip business owners, investors and executives with the resources to transact while offering the flexibility to co-advise, scale-up, scale-down, and a-la-carte services to supplement and assist wherever needed
Your Ideas...Our Solutions Bring Them to Life
built by deal professionals.
Designed to maximize interest and value across the following transaction types:
- Acquisition Strategy
- Carve-Outs
- Equity Raise
- Debt Raise
- Business Sales
- Joint Ventures
We complement executive teams with our expertise and technology to facilitate
Stronger Target Outreach
Maximizing Deal Options
More efficient diligence
Reducing Executive Time
Leads to Better Deals
Driving Sustainable Value
our Deal flow solution
We customize our platform to your platform; then we help drive quality deal flow to you
our diligence solution
we help you manage the diligence process on our proprietary platform
Deal Support
Critical deal services to get your best deal(s) done
Deal Team is a deal origination and execution partner – we support the front-end marketing to drive interest / deal flow to the back-end administration to get the deal done. With our support and expertise, we ensure whether you are doing your first and only deal or if you are a veteran deal pro, we help minimize your time and resources burdened in a deal process while maximizing interest from the market.
Prep Phase
Avoid the mistake of being underprepared for this battle. We help you gather everything you need at your fingertips whether you are going to do a single or multiple transactions
Advisor Referral
You may want professional advisor(s) on your side through a deal process; we can assist in referring lawyers, accountants, tax specialists, and even M&A advisors who we have pre-vetted
CIM-P-L-E Marketing
We prepare CIMs, Presentations, Linkedin posts and Email marketing campaigns to ensure your story is as professional and effective as it can be
Video Solutions
Great stories are best told in video; this can be highly effective in driving interest and highly efficient with management time by using video rather than Teams / Zoom calls to educate the market
Connect 2 Market
Once you are ready to begin the market outreach, we can help you identify the contacts with whom it should best be shared using our proprietary capital markets and target database
Post-Deal
Post-transaction, there are invariably tasks that need follow-up, completion, support and/or integration. We help you close out any of these loose ends with our expertise and support
