Be the buyer advisers think of first.
Brokers, M&A advisers and the accountants owners trust often know about a company before anyone else. You want more of them to know who you are and what you're looking for. Your team can start those relationships under your firm's name.
Advisers bring deals to people they know.
Most firms know a handful of intermediaries well. Many more have never heard of them.
They start with the buyers they know.
When a client is ready to talk to buyers, an adviser starts with the names that come to mind. You want yours to be one of them.
Staying in touch takes time.
Keeping dozens of advisers up to date on what you're looking for is a job in itself, and it's the first thing to slip when a deal is live.
The smaller ones are hard to find.
Local brokers and the accountants who advise owners rarely appear on a standard list, though they often know the companies you want.
Who your team reaches
- Business brokers and M&A advisers who work with companies of the size you buy.
- Accountants, lawyers and wealth advisers who advise owners in your sectors.
- Other professionals your thesis points to, such as sector specialists in healthcare services or specialty distribution.
How we approach them
Advisers are busy, and they're approached by buyers all the time. A short, clear note works better than a long one.
- Each note says who your firm is, what you're looking for, and asks for a conversation.
- Each person hears from your firm four times at most, by email and LinkedIn, and every message is easy to decline.
- You approve the list and the messages before anything goes out. How your firm is represented is agreed at onboarding.
- Sourciers never offer fees or referral arrangements on your behalf. Anything of that kind is between you and the adviser.
What a meeting looks like
When an adviser agrees to talk, the meeting goes into your calendar with a short note on who they are, the kind of clients they advise, and what they said. It's a chance for them to hear what you want to buy, and for you to learn what they see. From then on, the relationship is yours.
A newer service.
Intermediary introductions are newer than our owner and investor work, and we're shaping them with the firms that use them. If they'd help you, tell us on a call and we'll talk through whether they fit your thesis.
Better alongside owners.
Most firms that want advisers on their side also want to meet owners directly. One team can do both, with separate sourciers for each audience. See owner introductions.
See what a team would do for your list.
A one-page plan for your target: team size, how many people you'd reach, and how long your list would last.