Buy-Side Advisory

We manufacture proprietary deal flow and prioritize targets that fit your playbook.

Buy-Side & Buy-and-Build: Senior Hands, Swiss Precision

Inorganic growth is complex; your process shouldn’t be. We act as your strategic sourcing and execution partner—senior-led, discreet, and tech-enabled—to turn a thesis into closed deals (and closed deals into momentum).

Two paths, one engine: single acquisition or Buy & Build program.
White-glove support: we do the heavy lifting; you make the pivotal calls.
AI advantage: sharper market maps, broader reach, faster cycles.

1) Strategy: Defining Direction with Precision

We convert ambition into an investable mandate and a “preferred buyer” narrative that opens doors with founders.

Thesis & guardrails: sector lanes, target profile, valuation bands, walk-aways.
Buy & Build blueprint: platform criteria, bolt-on themes, sequencing, exit arcs.
Preferred-buyer story: why sell to you (culture, growth plan, stewardship).
Your calls: thesis validation, mandate approval.

2) Sourcing & Screening: Broad Reach, Precise Focus

We manufacture proprietary deal flow and prioritize targets that fit your playbook.

AI-enhanced market maps: LLM + data scraping to surface off-market “look-alikes,” niche leaders, and roll-up clusters.
Target universe → shortlists: scoring on fit, readiness, and synergy potential.
Founder-friendly outreach: sequenced email/call/LinkedIn under your banner; contact enrichment and tracking in CRM.
Funnel hygiene: weekly velocity (adds, first meetings, NDAs, qualified).
Your calls: greenlight outreach, shortlist priorities.

3) Initial Evaluation: Controlled Discovery

We run first conversations and NDAs so you stay in control of information and tempo.

Structured first meetings: agenda, buyer narrative, “reverse CIM” to build trust.
Mutual NDAs + datapack: standardized quick-look (financials, customer mix, KPIs).
Early business case: quick screen on fit, value levers, and integration complexity.
No premature price anchoring: preserve optionality while qualifying intent.
Your calls: go/no-go, indicative range, diligence scope.

4) Negotiate Term Sheet: Deal Framing with Discipline

We drive to an LOI that aligns economics, structure, and incentives—and secures exclusivity.

Deal architecture: price logic, earn-outs, rollover, seller notes, W&I insurance.
People & continuity: management retention, equity pools, TSA contours.
Timetable & milestones: exclusivity length, confirmatory DD plan, approvals.
Leverage management: use alternatives and structure to protect downside.
Your calls: final LOI terms, exclusivity approval.

5) Due Diligence: Confidence Through Control

We coordinate advisers, manage data flow, and keep negotiating leverage intact.

One issues list: financial/commercial/legal/ops/tech; owner + due date.
Q&A command center: data room governance, versioning, red-flag escalation.
Financing pre-wire: lender packs, credit Q&A, covenant & funds-flow planning.
Integration pre-wire: Day-1/100 plan, synergy owners, KPI baselines.
Your calls: red-flag remediation, valuation/structure adjustments, IC sign-off.

6) Deal Closing: Execution Without Surprises

We finalize documents, close financing, and ensure a clean Day-1.

Docs & approvals: SPA, disclosure schedules, TSA, rollover docs, consents.
Funds flow & mechanics: closing memo, signatures, conditions precedent.
Comms & transition: stakeholder messaging, Day-1 playbook, governance setup.
Buy & Build continuity: keep the pipeline warm; stage next bolt-ons by theme/region.
Your calls: final sign-off, Day-1 priorities.

What You Get

White-glove, senior attention: discreet, hands-on execution from start to close.
AI-powered origination: a broader, more proprietary funnel—and faster cycles.
Repeatable engine: the same cadence powers platform deals and bolt-ons.

Ready to move? We’ll stand up your 90-day plan (mandate → shortlist → LOI path) and get the pipeline working.

Your Role: High-impact, Low Drag

You stay focused on the judgment calls; we shoulder the rest.

You decide: thesis validation, platform selection, strategic fit, valuation range, final term sheet/sign-off.
We deliver: pipeline, outreach, DD orchestration, negotiations, and close-read materials for committees.

Why Clients Choose Us

Swiss boutique discretion, senior attention, and a caring, white-glove approach tailored to your mandate.

Speed-to-market: tech-enabled sourcing compresses timelines.
Return focus: synergy capture, capital discipline, and integration readiness, deal after deal.
Trust: one team across strategy, sourcing, and execution—then back again for the next bolt-on.

Ready to build your next growth chapter? Let’s align on your thesis and set the first 90-day plan.