Proprietary Deal Sourcing as a Service

SMBCP’s leadership team has extensive experience building deal flow engines across middle-market M&A and venture investing. The partnership model follows the below process:

  1. We onboard your search criteria (and help narrow as needed)

  2. We build a broad target list based on your criteria

  3. We launch outreach campaigns on your behalf, using SMBCP branding (we do not mention your name and maintain confidentiality)

  4. We screen targets based on your deal criteria prior to introduction

  5. We provide support in navigating seller conversations

  6. We help you consider deal structures and navigate an “un-brokered” sale process

  7. If you need guidance and support through diligence and execution, we can help there too

No exclusivity, only pay if you sign an NDA or close a deal with a target we introduce