Private Equity Deal Origination Services

CMF’s Private Equity Deal Origination Services are designed to support private equity funds looking to grow existing platform companies through add-on acquisitions or source their next platform business. 

The CMF Difference

Focus

We are a 100-percent middle-market, buy-side deal sourcing team funneling proprietary and locally banked deals to you from numerous, non-standard sources.

Expertise

  • Cold-call DNA, playbooks, and tenacity
  • Deep comprehension of entrepreneur and family business owner mentality
  • 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 “premarket” as they have not engaged investment bankers; this leads to non-auction scenarios.

Extensive Network Brings Deals to Us - Bankers, accountants, small local investment bankers and lawyers know CMF has extensive relationships with private equity funds in most industries. They bring opportunities to us on a regular basis, and we bring them to you.

Process and Methodology - Our three-step process ensures understanding of your search criteria and objectives.  We understand your criteria, source every day, and through our “Private Equity Link”™ facilitate an introduction between the prospective seller and you.  

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 more qualified opportunities.

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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 Services bring 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 Systems Transition 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 financial and operational consulting services »