Our Process
1
AI-Powered Deal Origination
We identify and qualify off-market acquisition opportunities that align with your investment thesis, leveraging cutting-edge AI alongside deep industry expertise to surface high-potential targets faster and more cost-effectively.
2
Target Activation & Engagement
We don’t just find deals—we ensure they’re actionable. Our team engages directly with business owners, assessing interest and smoothing the path to productive negotiations.
3
Institutional-Grade Investment Materials
We craft high-quality company teasers, CIMs, investment memos, market maps, and benchmark reports that give investors a clear, data-driven view of each opportunity.
Our materials are built to PE standards—distilling complex information into actionable insights that accelerate decision-making and de-risk transactions.
4
Tech-Enhanced Due Diligence Preparation
By integrating AI into the due diligence questionnaire (DDQ) process, we help sellers compile the necessary documentation efficiently while automatically detecting potential red flags—from financial inconsistencies to operational risks. This proactive approach reduces friction, uncovers critical issues earlier, and ensures a smoother, more informed transaction process for all parties.