We take pride in the level of attention invested into the services we provide to each client, who can be rest assured that the entire process will be discreet and handled with sensitivity and professionalism.

We take the time to understand our clients and their requirements and tailor our services to suit theirs. When it comes to off market deal sourcing, we have 6 stages to break down the process, to help you understand each step as well as to turn our main goal into tangible objectives.

Our first step is to define a search criterion. We take the time to understand your search criteria and what the this means for you and your goals. Typically, this is based on industry/sub-sector, geography, and scale, plus any additional requirements which we will accommodate.

Secondly, we implement our market mapping exercise. Your deal leader subsequently works closely with our research function to uncover the businesses of most interest. Rather than limiting our search to businesses who be considered “up for sale”, our starting point is the entire market, finding hidden gems “off market”.

We will then agree acquisition targets. Based on summary information relating to company activity, scale and financials, together we will agree on the most appropriate businesses to approach. During this time, we make professional approaches to your selected targets.

During stage four of the process, we have detailed conversations with each of the potentially interested parties to better understand their businesses, the journey they are on, their aspirations and ultimately to ascertain whether they would be open to exploring the prospect of an acquisition, merger, investment, or strategic relationship.

Following our detailed conversations with the interested parties, we summarise our findings and discuss each target with you. The conversations we have with the targets provides a more detailed understanding, for them as well as yourself. This offers colour on which companies are likely to be a particularly strong fit.

During the final stage of our process, we arrange meetings. We facilitate meetings between you and the business you would like to speak to. We follow up with both parties and act a conduit for as long as required, and can assist in providing financial due diligence services, which gives you a better understanding on the health of the business and enables you to make a well-informed decision.

Ultimately, for those looking to acquire or invest, we provide superior access to targets, maximising the chances of the optimal target being found and the right deal being done.