The best deals never come to market.

An independent advisory firm for M&A advisors, investors, lenders, and business owners. We find the right opportunities and capital partners, make introductions, and help owners earn from the records they already hold.

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40–90

Qualified conversations / quarter

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100%

Off-market & proprietary

Practices

Three practices. One way of working.

Each engagement starts with what you are trying to achieve, whether that is a deal, a funding need, or a new source of revenue.

Deal origination

Finding the right businesses and starting the right conversations, for M&A advisors and private equity.

M&A advisory Introductions to business owners considering a sale, before they go to market. Private equity Founder-owned businesses that fit the size, industry, and ownership profile you seek.

Capital advisory

Connecting businesses with the lenders and investors that fit the opportunity.

Private credit & lending Businesses seeking financing that fit your lending requirements. Capital raising Introductions to investors whose interests match the opportunity you are raising capital for.

Data advisory

Helping established businesses earn licensing revenue from records they already hold.

License your business records We represent owners, coordinate specialist review, and pursue strong licensing terms.

Our approach

Careful research. Lasting relationships.

We research who to approach, establish contact on your behalf, and stay involved after the introduction. The research and relationship records remain with your firm.

01 · Research

Find the right opportunities

We look for businesses and investors that fit your priorities, then examine why the timing may be right. An owner preparing to retire, a loan coming due, or a fund preparing to sell can each create a reason to talk.

02 · Introductions

Start the right conversations

We make a considered approach on your behalf. Before introducing anyone, we establish what they want, whether there is a fit, and when they are looking to act. Your team receives that context ahead of the meeting.

03 · Follow-up

Keep relationships moving

We track progress, record next steps, and stay in contact with people who are not ready to act yet. Your team has a clear view of each relationship and where things stand.

How we work

A clear brief. A consistent process.

You know who is responsible, what happens next, and how the work is progressing.

01

Weeks 1–2
Agree on the priorities.

We agree on the industries, business size, ownership, and timing that matter to your firm. We then research the businesses and people that meet those requirements.

Your involvementInitial working session

Our workResearch and agreed search criteria
02

Weeks 2–3
Agree on the approach.

We establish why a conversation would be worthwhile for each group we approach. Your team reviews how we describe your firm and its interests before we contact anyone.

Your involvementReview and approve the approach

Our workApproved introduction materials
03

Week 3+
Make contact.

We contact the businesses and people identified in the research, explain your interest, and handle the responses. You receive a weekly account of who we have reached and what we have learned.

Your involvementReview weekly progress

Our workWeekly progress report
04

Ongoing
Assess fit and introduce.

We establish what each interested party is looking for, their financial requirements, and their timing. If there is a fit, we arrange an introduction and prepare a written summary for your team.

Your involvementMeet the people introduced

Our workBackground and meeting brief
05

Ongoing
Maintain the relationship.

We track next steps and maintain contact when more time is needed. Your team handles the transaction discussions and decisions. The research, contact details, and relationship history remain with your firm.

Your involvementLead transaction discussions

Our workUp-to-date opportunity and contact records