Your portfolio companies need to grow through acquisitions, but lack the systematic origination capability and pipeline discipline to deploy capital consistently. We embed deal origination expertise and build repeatable processes that accelerate platform growth.
Choose your path to building strategic capability
The PE Portfolio Challenge
Portfolio companies wait for brokers to bring deals rather than proactively building proprietary pipelines. Opportunities are reactive, not strategic.
Without disciplined tracking and follow-up, target lists go stale. No visibility into what's being pursued, stage of conversations, or probability of closing.
Our Solution for PE Sponsors
Work with portfolio company leadership to map strategic adjacencies and build prioritized target lists based on strategic fit and value creation potential.
Execute disciplined outreach campaigns to high-priority targets. Build relationships before deals are for sale to create proprietary opportunities.
Implement systematic CRM tracking with stage-gate visibility. Real-time reporting on pipeline health, conversion rates, and deal velocity.
Provide post-close integration guidance to portfolio company teams, ensuring acquired businesses are smoothly absorbed and value capture begins immediately.
Our Engagement Model
Define Target Criteria
Work directly with portfolio company leadership and PE sponsor to clarify growth strategy and translate it into specific, actionable acquisition criteria. Identify market adjacencies, capability gaps, and geographic priorities that drive platform value.
Origination & Outreach
Map target universe, prioritize by strategic fit, and execute disciplined outreach. Build relationships with priority targets before they engage advisors. Create proprietary deal flow that bypasses competitive auctions.
Pipeline Discipline
Implement CRM tracking for all targets and conversations. Provide regular pipeline reviews with stage-by-stage visibility. Hand off qualified opportunities to PE execution teams when targets are ready to engage seriously.
Build Internal Capability
Coach portfolio company teams on origination process and pipeline management. Transfer frameworks and tools so capability becomes embedded. Support integration of closed deals to ensure smooth value capture.
Value Delivered
Move from reactive broker deals to proactive proprietary opportunities. Increase deal velocity and deploy capital on your timeline, not the market's.
We don't create dependency—we transfer skills. Portfolio companies gain the frameworks and discipline to sustain origination after our engagement ends.
Proprietary deal flow means less competition, better pricing, and improved returns. Bypass auction fatigue and win deals on strategic fit, not highest bid.
Retainer-based engagement model with no success fees or deal commissions. We're incentivized to build capability and pipeline quality, not just close any deal.
Ready to unlock systematic growth in your portfolio companies?
Let's Discuss Your PortfolioGet Started
Schedule a 30-minute call to discuss your portfolio companies' growth objectives and how we can help build systematic origination capability.
We'll respond within 24 hours to schedule your discovery call.