Buy-Side-as-a-Service (BSaaS) combines the expertise of knowledgeable buy-side investment bankers and M&A advisory professionals with advanced customer relationship management (CRM) software, project management tools, marketing automation funnels and deal/lead tracking applications for maximizing efficiency in project outcomes. Like every other buy-side advisor, we solidify strategy, build exhaustive buy-side target lists and go after likely industry players based on pre-set, strategic parameters–all while maintaining strict client confidentiality. Unlike our competitors, our process includes greater access to big data, analytics and–most importantly–real-time project reports.
We combine traditional buy-side M&A consulting with advanced software and technology tools for better transparency and deal accountability
Our multi-tenant, custom-built M&A CRM provides immediate access to project progress, including reports on outreach, feedback from phone conversations with relevant targets and even the ability to provide targeted, automated follow-ups–all while tracking deal marketing effectiveness. Because our software is multi-tenant, it means that each client receives his/her own private CRM built specifically for completing transactions. In addition, the custom M&A CRM is pre-populated not only with exhaustive lists of pre-approved industry targets, but also with potential senior, mezzanine and equity funding sources that could prove essential to facilitating strategic buy-side growth through mergers and acquisitions.
Our clients include active, middle-market companies with annual revenues in excess of $10M, private equity groups, single and multi-family offices as well as independent/fundless sponsors. We tailor both our strategy, outreach and program to match the relative models of the various groups with which we engage. Our services are best suited for businesses looking for both regular add-on and bolt-on acquisitions as well as those looking to complete even a single game-changing acquisition.
Advisor and client determine the ideal target company for acquisition
Extensive market research for identifying targets using multiple data resources
Bifurcate and prioritize client list into most relevant and likely buy-side targets
Creation and dissemination of relevant acquisition support and marketing documentation
Direct phone calls, mailers and emails are sent to key stakeholders within target companies
Target info gathering including, transaction interests, financial history and deal timeline
Letter of Intent (LOI) submission including general price, terms and structure
Client assistance through negotiation of specific deal points, terms and structure
Collaboration with legal and accounting teams to facilitate seamless DD and closure