What We Do:
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Direct, personal introductions
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Networking; especially collaboration with industry experts
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Customized direct mail
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“Educational” or other value-add materials useful to an owner
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Development of client- and opportunity-specific presentations and collateral
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Timely, non-intrusive follow-ups
Representative clients for deal sourcing projects include:
Private Equity Deal Sourcing
How we do it:
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Personal, individual contacts
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Sensitivity regarding their potential interest and timing for a transition
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Identify ways to add value regardless of deal interest…towards establishing a relationship
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In short, with respect for the potential seller, while facilitating deal potential when the time is right.
Platform deal sourcing:
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Mason Wells
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Hammond Kennedy Whitney
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Silver Oak Services Partners
Add-on deal sourcing for portfolio
companies of:
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GTCR
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ABRY Partners
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TPG Capital
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Oaktree Capital