01Every search starts with you. We work with you to define the industries, business models, deal sizes, and operating profiles that fit your goals, your capital, and your skill set. From there, we build a thesis that guides every outreach, every conversation, and every opportunity we put in front of you.
02We build the target list, research the businesses and their owners, and run the outreach: email, phone, LinkedIn, warm intros, and every channel that gets a real conversation started. Hard filters are set so businesses outside your scope never take up your time.
03Target engages, NDA signed, financials requested. We open the door, gather the data, and bring you the opportunity already qualified and ready to evaluate.
04Time to put an offer in writing. We help structure your LOI: price, terms, working capital, exclusivity, and timeline, built to win the deal without giving away ground you'll regret later.
05LOI signed. The financing process starts with our lending team while you begin due diligence. We run both workstreams in parallel, coordinate the lenders, attorneys, and third parties, and keep the timeline tight. Time kills deals. We don't give it the chance.
06With financing approved and diligence complete, we move to close. We coordinate with your attorney on the final purchase agreement, work with lender counsel on loan documents, help clear closing conditions, and manage the flow of funds. On closing day, you sign, the wire goes out, and you step into business ownership.