Target lists, deal tools and websites for deal teams

We have delivered work for more than 100 clients across research, software and web projects. Client names stay private unless a client has agreed otherwise.

What we deliver

Three kinds of work, one team

Some clients come to us for research, some for software and some for their website. Many end up using more than one.

Target and lead lists

Verified acquisition targets, sell-side buyer lists and enriched lead files, delivered as documents your team can act on.

  • Off-market target briefs
  • Buyer lists with fit reasoning
  • Owner and contact enrichment
  • Market landscapes

Deal tools and dashboards

Software built around how each client already works, branded for their firm and handed over at the end.

  • Deal screeners and scoring
  • Pipeline and financial trackers
  • NDA, LOI and one-pager generators
  • Investor reporting packs

Websites and materials

Firm websites, credentials decks and deal materials for advisory and investment firms.

  • Firm websites
  • Credentials and capability decks
  • Deal announcements
  • LinkedIn company pages
Client story

A US senior living investor

The client came to us for one piece of research. Once they saw the output, the work grew into deal systems, investor materials and ongoing origination.

  1. Research engagement

    A targeted project to find acquisition candidates in the client's market.

  2. Screening and tracking

    Tools that let the team compare every target on the same terms.

  3. Documents and investor materials

    Deal paperwork and investor summaries produced in the client's own branding.

  4. Outreach and ongoing origination

    Outreach and content tools, alongside continuing sourcing work.

A long boardroom table
From one research project to a long-term relationship.
Industries

Sectors our team has researched

We work wherever businesses are fragmented and owner-run. If a sector cannot be sourced well, we say so first.

HVAC and plumbingElectrical and facilitiesSenior living and careVeterinaryDentalProfessional servicesIT servicesCommercial real estateLogisticsIndustrial engineeringRenewables installation
See all sectors
Two people shaking hands over signed documents

Start with one project.

Most long client relationships start with a single list, tool or website. The free sample is the quickest way to judge our research.