Matching global, private capital market deal opportunities
The methods for private deal origination, sourcing and marketing have changed rapidly. Traditional methods for connecting investors and issuers lack the same impact and scale required for today’s most promising deal opportunities. By sourcing deals from a global network of thousands of investment bankers and other deal intermediaries, our platform provides the connections to better source, vet and close more deal opportunities. Posting and accessing buy-side, sell-side and other capital transactions is automatically performed through a digital community of the most active middle-market dealmakers.
While using an online deal sourcing platform does not preclude the need to perform traditional blocking and tackling, the best platforms and technology can greatly augment the typical processes implemented by even the most sophisticated buyers and sellers.
More Efficient Investor Targeting
The most active financial buyers, strategic acquirers and other financial partners use multiple offline and online sources for deal origination. Using online platforms to source buy and sell-side mandates for your next transaction can greatly enhance the overall impact of even the most effective existing outbound sourcing strategy.
- Unearth the most relevant buyers and investors seeking deals that exactly match relevant deal criteria
- Create and post specific, blind deal profiles, targeting specific buyers registered on the platform
- Directly identify and target both strategic and financial buyers whose mandates match your deal parameters
Better Deal Sourcing
Confidential deal origination for private equity and M&A professionals is performed through a limited access, exclusive portal. Bolster buy and sell-side deal pipelines, sourcing deals that directly match a given mandate.
- Real time deal leads and opportunities are sourced as they arise
- Receive actionable and immediate alerts based on targeted deal campaigns with pre-configured acquisition and investment preferences
- Generally or specifically broadcast buy-side mandates for attracting private, proprietary dealflow
- Maintain buyer and seller visibility with a current investment profile, including desired and specific deal criteria
Streamlined Deal Marketing
Increase the efficiency of deal project workflows with automated deal process listings. Our platform makes it possible to eliminate many of the complex, time-consuming tasks inherent with marketing, tracking and closing quality deals.
- Co-promote industry-specific market materials and learn how buyers and investors react and respond in real-time
- Automate and prioritize follow-up and action items in your project Gantt chart
- Utilize the process and workflow automation tools to automate everything from document signatures and management to deal team accountability
- Efficiently and immediately move content from the listing and into the virtual data room, complete with individual CRM tracking and reporting
- Test various deal marketing copy to see what works and what doesn’t
Our expert investment banking team brings the knowledge necessary to capture the right financing structure with the least expensive cost of capital. Financing is the lifeblood of business. We provide finance advisory solutions across the corporate value chain to ensure companies thrive, even in the most difficult of circumstances.
Maximizing seller value in mergers & acquisitions
Tell us about your M&A needs
Our M&A Process
Mergers & Acquisitions Advisory
for the middle market.
Assess Financial Readiness
Align M&A Criteria
Research Target Industry
Target List Building
Letter of Intent (LOI)