Search Advisory
Most advisors find you leads. We find you your company.
$57,000 engagement / application only
Full-service, principal-led buy-side representation for searchers and business owners. A principal sits on your side of the table, from thesis to close. Application only.
The engagement
White-glove buy-side advisory
Search Advisory is for acquirers who want the machine run for them. You bring conviction and capital. We bring the system that sources, screens, structures, and closes, with a principal in the room at every step. Engagements target businesses in the $2M to $20M revenue range.
01
Strategy and Thesis
A custom acquisition thesis: buy box, capital plan, and the criteria that let you say no fast.
02
Precision Sourcing
Three to five curated, pre-screened opportunities a month against your thesis. Not a list. A shortlist.
03
Evaluation and Structuring
Underwriting, valuation, and deal structure on every candidate that survives screening.
04
Diligence and Close
Diligence built from crash reports, negotiation support, and close execution.
The terms
The whole fee structure, in writing.
Most firms make you apply to find out what it costs. Here is ours, before you spend a minute on a form.
Engagement total
$57,000
Application fee
$2,000, invoiced if your application moves to evaluation. Nothing is charged when you submit the form.
On acceptance
$25,000 deposit, due within 48 hours
Balance
Paid monthly over 12 months
Success fee
Modified Lehman formula, with your annual retainer credited against it
Alignment
Paid for the work. Credited at the close.
Advisors who are only paid when you transact want you to transact. Our retainer pays for the work itself, so walking away from a bad deal costs us nothing and saves you everything. And when a deal does close, every retainer dollar is credited against the success fee. You never pay twice for the same work.
The principal
A principal on every seller call.
Not an analyst pool. Not a junior team working from a script. The person who underwrites your deal is the person in the room with the seller. And the screen your candidates run through is built from 60+ buyer post-mortems: the documented reasons acquisitions actually die.
The application
Bring the thesis. Or bring the ambition and we will build it.
There is a $2,000 application fee for engagements that move to evaluation. Nothing is charged when you submit this form; the fee is invoiced after we review your application and agree to proceed.