Industry · Corporate Finance
Be retrieved when an owner starts thinking about a sale.
Owners research advisors long before they call one. We make your deal types, industries, deal sizes and closed transactions explicit enough to be matched to what they search for.
The retrieval problem
Owners search by industry and deal size. Sites list services.
An owner of a $25 million engineering business asks who advises on selling a company like theirs. Most investment banking and M&A sites list sell-side, buy-side and capital raising in general terms. The advisor retrieved is the one that states its industries, its deal sizes and the transactions it can publish.
Buyer queries
The queries we model in this market.
Examples, one from each stage of a purchase. Your report models the full set for your services and your region.
How much is my engineering business worth?
M&A advisors for founder-owned businesses in the Midwest
Boutique investment bank or business broker for a $25M sale?
M&A advisors with closed deals in industrial engineering
What has to be explicit
The facts systems need to match you to those queries.
- Deal types: sell-side, buy-side, recapitalizations and capital raising
- Industries and deal size ranges
- Closed transactions you are able to publish
- Advisors and their deal experience
- Broker-dealer registration, where it applies
Who we work with
- Mergers and acquisitions
- Business sales
- Acquisition finance
Who decides
Business owners, shareholders and CFOs, often on their CPA's advice.
How it starts
From application to roadmap.
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01
Apply
Answer seven short questions about your business. We read every application.
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02
15-minute consultation
Free. We show you two or three verified retrieval weaknesses in your market.
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03
Retrieval Opportunity Report
A measured diagnosis of one service category, and a prioritised roadmap.
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04
Implementation
The roadmap carried out, then re-tested against the same measures.
Common questions
Our deals are confidential. What can we publish?
Only what you can already disclose: deal types, industries, size ranges and tombstones clients have agreed to. Retrieval depends on clarity, not on confidential detail.
Our clients come through CPAs and attorneys.
Those referrers search for advisors by industry and deal size. So do the owners they refer, before the first meeting.
The roadmap, service by service
Free 15-minute consultation
Find out where your business stands.
- How search and AI systems currently interpret your business
- Where competitors are better understood than you
- Specific retrieval weaknesses, checked before we speak
- Whether there is work worth doing, and what it is worth to you
Apply for a free 15-minute consultation
We reply within one business day, and usually within the hour.