Buy a Business
Acquisition Strategy
Translate a broad ambition into a defensible acquisition thesis, target profile, and disciplined pipeline you can execute against.
Who it's for
Right-fit clients
- Operators building a holding company
- Independent sponsors formalizing a thesis
- Family offices designing an M&A program
Outcomes
What you'll walk away with
- A written thesis with target criteria and disqualifiers
- A prioritized sector and geographic map
- A weighted pipeline scorecard
- A 12-month acquisition roadmap
Process
How the engagement runs
01
Discovery
Structured working sessions to align on capital, capability, and appetite.
02
Thesis design
Draft the strategy, criteria, and disqualifiers with references to comparable transactions.
03
Pipeline scaffolding
Build the sourcing plan and pipeline scorecard used by the sourcing engagement.
Included
What's in scope
- Written thesis and criteria document
- Market and sub-sector map
- Pipeline scorecard template
- Two working sessions with senior advisors
Not included
What's out of scope
- Deal sourcing execution (separate engagement)
- Financing arrangement or capital raising
- Legal or tax opinions
What we need from you
Client inputs
- Available equity and preferred leverage
- Operating capacity and post-close intent
- Any existing pipeline or prior looks
Get in Touch
Ready to build your pipeline?
Share your acquisition criteria and a senior advisor will match you to curated opportunities.
Reaching out about Buy a Business — Acquisition Strategy.
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