M&A Sourcing
M&A sourcing is a critical component of a successful merger or acquisition strategy, enabling businesses to identify and pursue valuable opportunities. With Augusta Advisors, you gain a skilled partner dedicated to the meticulous process of M&A sourcing, ensuring that your business objectives are met with precision.
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 You Need M&A Sourcing
The necessity for robust M&A sourcing cannot be overstated—it is the backbone of any merger or acquisition plan. The role of a company broker is vital in this phase, as they possess the expertise to scout for and secure lucrative deals. M&A deal sourcing extends beyond mere matchmaking; it requires a deep dive into potential markets, understanding the intricacies of industries, and aligning opportunities with your long-term strategic goals. Engaging in a strategic buyer search is also a cornerstone of effective M&A sourcing, as it pinpoints entities or individuals who are not just willing but are the right fit to do business with, whether you're looking to expand, merge, or sell.
Navigate the complexities of M&A sourcing with tailored solutions from industry experts
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
Find M&A Sourcing
When it's time to streamline and find M&A sourcing for your business, knowing where to turn for expertise is crucial. Delving into more about us reveals how our approach to M&A sourcing is crafted to suit the unique needs of our clients, providing them with a competitive edge in their M&A endeavors. Start your journey with a team that understands the importance of strategic fit and is committed to finding the optimal pathways to grow or divest your business assets.