Company Broker

Choosing the right company broker is crucial for navigating the complexities of mergers and acquisitions. At the heart of Augusta Advisors is a commitment to not only understanding the specific needs of our clients but also to providing a tailored approach that respects the unique dynamics of each deal. With a focus on M&A deal sourcing, we excel at identifying opportunities that align with the strategic goals of both buyers and sellers. This expertise ensures that every transaction is positioned for success, from initial discovery to final closure. Our company brokers are M&A professionals dedicated to sourcing founder-owned services businesses for private equity and family office investors in the lower middle market.

A DIFFERENTIATED APPROACH TO DEAL ORIGINATION

We have the network, process and know-how to efficiently source actionable deal opportunities that are a mutual fit for both sides of the table. Here’s what sets us apart from other originators:

1

PRIVATE EQUITY EXPERIENCE

Unlike other providers, we come from private equity and understand what you're looking for in a sourcing partner.

2

FOUNDER-OWNED FOCUS

We know founder-owned services businesses inside and out and are well-versed in bridging the gap between founders and PE firms.

3

GROWTH-ORIENTED CLIENT BASE

Founders can rest assured that every introduction we make is to a qualified, long-term and growth-oriented investor.

4

PROPRIETARY SOURCING PROCESS

Our process fuses technology with our deep network to generate unique target lists and introduce mutually interested parties.

5

PRELIMINARY DILIGENCE

We perform preliminary diligence to ensure every introduction is actionable while giving both sides a head start on the diligence process.

Why Enlist us as Your Company Broker?

Our team's extensive experience as business selling consultants enriches our capability to advise on the most nuanced aspects of deal structuring and negotiation. As experienced SMB brokers, we understand the nuances of the lower middle market and offer bespoke solutions designed to unlock the full potential of your business. By leveraging our proprietary process, we identify and vet opportunities that not only meet but exceed our clients' expectations. Our approach is rooted in a deep understanding of the market dynamics and a commitment to delivering outstanding results. As an experienced broker, we help you find the right opportunities.

Schedule a call with us today

OUR deal sourcing Process

The Augusta Advisors proprietary deal sourcing process combines technology, expertise and relationships to ensure every founder and company we introduce is a vetted, actionable and high-quality target that meets our clients’ acquisition criteria.

  • We schedule a client intro call to build a baseline knowledge of your business, mandate and search criteria

  • We project a process timeline and answer any questions you have

  • If it’s a mutual fit, we'll formalize the partnership and launch our search

  • We ensure full understanding of your search criteria and ideal target

  • Establish a cadence for regular process updates that work with your schedule

  • We leverage technology and our network to generate a refined list of targets in your wheelhouse

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  • Multi-channel outreach to founders to schedule an introductory meeting or call

  • Initial vetting of target size, business model and management dynamics

  • We develop overview materials to preview our clients and confirm mutual interest

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  • We gather and perform preliminary diligence to ensure every introduction is a vetted, actionable and high-quality target that meets your acquisition criteria

  • Custom scorecards to summarize our diligence and evaluate targets

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  • Once we ensure mutual interest, we introduce founder and investor through an introductory Zoom call or meeting

  • We transition preliminary diligence materials to our clients, jumpstarting the diligence process

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  • We leverage our deal execution experience to facilitate and support business diligence, including management of follow-up requests and meetings

  • Once the LOI is signed, we provide support as needed through close

  • We celebrate success together by treating both sides to a closing dinner at a location of your choice

Request a Company Broker

Selecting the right company broker is essential for successfully navigating the M&A landscape. Our team's specialization in M&A deal sourcing and role as business selling consultants equips us with the unique ability to recognize and capitalize on opportunities that align perfectly with our clients' strategic objectives. Through our tailored advisory services, we aim to demystify the complexities of M&A, providing clarity and confidence to our clients throughout their journey.