Win more of the right deals, without pulling your team off live ones.
We run the pre-LOI work for one- and two-person M&A teams at field and home services platforms. Every target sourced, normalized and ready for IC, so your pipeline keeps moving while you're in diligence.
Your pipeline doesn't stall for lack of targets. It stalls the week you sign an LOI.
Sourcing stops when diligence starts
Owner conversations go quiet, and you restart outreach from cold after close.
Owner financials don't compare
Every target gets rebuilt before you know if it's any good.
CIMs pile up after hours
Good books get passed on, or read in a rush at 11pm.
IC wants answers you haven't built
Revenue quality, retention and a range, pulled together ad hoc.
One desk that owns everything before the LOI.
Not software, not a list vendor, not a banker. People on your weekly deal call, working in your data rooms, sending finished Excel and PowerPoint in your templates.
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Calibrate
We pressure-test your thesis and lock the buy box: service lines, geographies, size bands and deal-breakers.
You get the acquisition criteria.
PPTXAcquisition_Strategy.pptx -
Source
A living universe of businesses that fit, refreshed every week, with owner outreach drafted so first conversations keep happening while you're on a close.
You get the target universe.
XLSXTarget_Universe.xlsxA B C 1 Target Est. revenue Notes 2 Target 011 $5–10M Founder 60s, no successor 3 Target 012 $10–20M Strong maintenance base 4 Target 013 $2–5M 1 customer = 40% of revenue 5 Target 014 $5–10M IC screen attached 6 Target 015 $2–5M Second-generation owner -
Normalize & screen
Financials spread to one standard, add-backs tested, revenue quality flagged. Inbound CIMs triaged inside the process timeline.
You get a bridge for every target.
XLSXTarget014_Normalization.xlsxA B C D 1 $000s FY22 FY23 TTM 2 Reported EBITDA 1,610 1,720 1,840 3 Owner comp to market 290 300 310 4 One-time legal – – 95 5 Personal expenses 58 60 62 6 Normalized EBITDA 1,958 2,080 2,307 Comment on D3Tied to payroll register. Owner draws $480K vs. ~$170K market GM salary. -
Package for IC
Targets worth pursuing arrive with thesis fit, revenue quality, key risks and an indicative range. Same format, every time.
You get the IC screening memo.
PPTXTarget014_IC_Screen.pptx
Samples with illustrative figures. You keep the owner relationships and make every decision.
From first call to a running desk.
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A 30-minute call
Your thesis, your current pipeline and where deals are slipping.
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Gap review and pilot scope
Where coverage is thin, and a 30-day paid pilot with defined deliverables.
- 3
The desk runs
A weekly pipeline call and memos as targets qualify. Month to month once the pilot proves out.
Questions buyers ask first.
Is this software?
No. There's nothing to log into. People do the work by hand, on your deals, and send finished files in the formats you already use.
Who does the work?
People with hands-on buy-side M&A experience at service roll-ups. You get one consistent point of contact who knows your thesis and your pipeline.
How is it priced?
A monthly retainer scoped to how many targets, CIMs and memos you need. Every engagement starts with a 30-day paid pilot. If it isn't useful, you keep everything we produced.
How do you handle confidentiality?
We sign your NDA before we see anything, and work inside your own files and data rooms.
Do you replace our bankers, QoE or legal?
No. We cover the work before the LOI. Once you're under LOI your advisors take over, and we keep the rest of the pipeline moving.
Find out where your pipeline is leaking deals.
Thirty minutes on how targets move from sourcing to IC today, where coverage is thin, and a practical next step, with or without us.