M&A Deal Sourcing

M&A deal sourcing is the critical first step in the M&A process, enabling firms to identify and assess potential acquisition targets or investment opportunities. This crucial phase lays the groundwork for future growth and strategic achievements. At Augusta Advisors, we specialize in M&A deal sourcing, providing our clients with access to bespoke opportunities that align with their strategic goals. Utilizing our deep industry insights and extensive network, we ensure that every potential deal is a step toward realizing your investment objectives.

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.

What Is M&A Deal Sourcing?

Understanding M&A deal sourcing involves recognizing its role in aligning potential deals with an investor's strategic vision. Through a combination of advanced technology, comprehensive networks, and market expertise, M&A deal sourcing encompasses detailed screening, vetting, and preliminary assessments. Engaging a business selling consultant is crucial for navigating the market's complexities. These professionals are adept at identifying opportunities for mutual growth, ensuring each deal is a strategic move towards long-term goals. In this landscape, a company broker becomes an invaluable partner, providing the necessary leverage and insights to navigate the intricacies of M&A transactions. Our M&A advisory services can simplify the M&A process and allow all parties to achieve their goals.

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Partnering with us unlocks a pathway to strategic opportunities tailored to your objectives

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

Call for M&A Deal Sourcing Services

The journey through M&A deal sourcing requires a knowledgeable partner who understands the market's nuances. Who we work with are equipped with the expertise necessary to guide you through the M&A marketplace, offering personalized service that aligns with your strategic ambitions. Partnering with us unlocks a pathway to strategic opportunities tailored to your objectives. Reach out today to explore how our specialized M&A deal sourcing services can enhance your investment strategy and propel your business towards growth targets.