Private Equity Deal Origination Services
Why Choose CMF?
Focus -- We are a 100-percent middle-market, buy-side deal sourcing team funneling deals to you from numerous sources.
Expertise
Deep comprehension of entrepreneur and family business owner mentality
Cold call DNA, playbooks, and tenacity
Relationships with local investment bankers and brokers on the sell side
Aggregated flow from various orientation sources creates regular slate of qualified options
Supplementary consulting offering mitigates investment risk
Direct Searches on Your Behalf — We focus our dial-out, CEO contact efforts on smaller companies not as frequently contacted by other transaction finders. Typically these companies are "pre-market" as they have not engaged investment bankers; this leads to non-auction scenarios.
Process and Methodology
Our three-step process ensures understanding of your search criteria and objectives.
Step 1: Identify client acquisition goals
Step 2: Source acquisition candidates
- Conduct detailed research using our Web and proprietary databases
- Use our professional, unique calling method to contact candidates
- Work with our current ecosystem relationships such as accountants, lawyers, consultants, and investment bankers to uncover potential deal opportunities
- Assess target interest and applicability to buyer criteria
Step 3: Facilitate introduction
- Establish initial call between prospect and private equity fund
- Facilitate flow of information, including business summary, owner contact information, NDA, etc.
- Communicate and coordinate on an ongoing basis as appropriate
Success Formula: A thorough comprehension of fund investment criteria, honed through regular contact with funds on multiple opportunities and combined with a focused "hunter" mentality, leads to a greater number of qualified opportunities in the shortest period of time.
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After the Search: Acquisition Integration
In addition to providing focused search services, CMF eases acquisition integration with a turnkey approach to value creation.
- CMF’s Post-Transaction FORWARD Program brings critical focus to navigating audit, reporting and operational issues in the first 120 days following an acquisition — facilitating the portfolio company’s first steps toward long-term financial success.
- Our Post-Transaction Technology Integration services ensure smooth integration of the acquired entity into its new systems environment — from requirement building and vendor negotiation through to implementation.
Learn more about CMF's full range of private equity consulting services »