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 find and acquire their next platform business.

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.

Download PDF » 

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 »