What We Do:

 

• Direct, personal introductions

 

• Networking; especially collaboration with industry experts

 

• Customized direct mail

 

• “Educational” or other value-add materials useful to an owner

 

• Development of client- and opportunity-specific presentations and collateral

 

• Timely, non-intrusive follow-ups

Private Equity Deal Sourcing

How we do it:

 

• Personal, individual contacts

 

• Sensitivity regarding their potential interest and timing for a transition

 

• Identify ways to add value regardless of deal interest…towards establishing a relationship

 

• In short, with respect for the potential seller, while facilitating deal potential when the time is right.

 

Platform deal sourcing:

 

• Mason Wells 

 

• Hammond Kennedy Whitney 

 

• Silver Oak Services Partners

Add-on deal sourcing for portfolio

companies of: 

 

• GTCR

 

• ABRY Partners

 

• TPG Capital 

 

• Oaktree Capital