We reach out only when there is specific buyer activity that warrants a conversation. That activity may be driven by active acquisition mandates, ongoing or past transactions, or direct buyer intelligence.
Most of our market intelligence is developed by identifying specific types of companies that are suitable acquisition candidates. As part of that work, it is common for us to make direct contact with shareholders to determine whether there is near-term interest in being acquired.
What we know about our buyers
We are typically acting on information gained from inside positions in the market that allow us to retarget outreach based on real buyer activity. Sources of this intelligence may include:
- Buyers who have reached out to us directly with acquisition requests
- Acquisition criteria developed through current or prior transactions
- Private equity and family office deal sheets and outreach materials shared with us
- Information exchanged with advisors and investment bankers
- Market research around consolidating industries, highly acquisitive buyers, and key players
What we know about buyer interest
Depending on the source, our understanding of buyer interest may be highly specific or more general. At a minimum, we typically have clarity around:
- The type of company being sought
- Geographic constraints
- Target size in revenue and EBITDA
- Operating characteristics that matter, such as management structure or customer concentration
- The buyer’s strategic objective, including capacity expansion, territory acquisition, platform creation, or add-on growth
Why this matters
By starting conversations from a point of strategic interest, discussions remain focused and productive. As we learn more about a founder’s goals and the business itself, additional buyers may be considered. However, beginning with a well-informed starting point ensures we are working within real market dynamics that often translate into higher-quality acquisition opportunities.
"True financial success is not measured in short-term gains, but in the trust and legacy we build together."
