What You Can Expect
Outcomes of This Stage
- Confidential buyer short-list and outreach plan
- NDA discipline and information gating
- Qualified inquiries with context and fit
- Structured feedback and next-step recommendations
Targeted Prospect Outreach
Vetted buyers. Structured NDAs. Disciplined screening. We run a confidential, data-driven outreach program that protects your time and your information—while surfacing serious, qualified buyers.
1. Discovery & Strategy
2. Valuation & Readiness
3. Targeted Prospect Outreach
4. Negotiation, Diligence & Close
Outreach Scope
Who We Contact
- Strategic buyers and bolt-on acquirers
- Financial buyers (independent sponsors, PE-backed platforms)
- Qualified individual and partnership buyers
- Existing industry operators and roll-up candidates
Deliverables
What You Receive
- Curated buyer list and outreach summary
- Pipeline view of active interest
- NDA tracking and data room access log
- Next-step recommendations based on buyer behavior
Step 1
Define the Buyer Profile
We refine your target profile (strategic, financial, individual, or mix), geography, deal size, and qualitative fit. This anchors our outreach and screening.
Step 2
Build & Prioritize the List
Using our networks, research, BBF, and curated tools, we build a practical buyer universe and prioritize based on fit, capacity, and probability of execution.
Step 3
Confidential Outreach & NDAs
We lead with a blind profile. Interested parties sign an NDA before seeing full information. You control when and how each buyer moves forward.
Information Gating
NDAs Before Details
We don’t send full CIMs, tax returns, or sensitive details without a signed NDA and a quick fit check. We keep the initial teaser high-level and protect identifying details until appropriate.
Your Control
You Approve the Steps
We never advance a buyer, send a CIM, or schedule a call without your go-ahead. You approve lists, messages, and each step beyond the teaser.
Ready to begin confidential outreach?
We’ll align on the target list, messaging, and NDA process—then get to work.
Your information is strictly confidential. No outreach happens until you explicitly green-light next steps.
Targeted Prospect Outreach — FAQs
Do you contact competitors?
Only with your approval and on a case-by-case basis. We’ll recommend a strategy that
balances value potential with confidentiality risk.
What materials do buyers see first?
A blind profile/teaser. CIM access is gated behind an executed NDA and your approval.
How often do we review progress?
You’ll receive a weekly pipeline update with outreach stats, active buyers, next actions,
and recommendations. We’ll meet live when meaningful decisions are needed.