The Play · M&A Advisory
For sell-side M&A advisors.
If you run a boutique sell-side advisory, here is the exact play. Stop waiting for founders to cold call you. Start owning the conversation eighteen months before they think about a banker.
Who · The Audience
Founders running $5M-$50M EBITDA.
Profitable companies. Sectors where your last three deals proved you know the buyer universe.
- Industrials · specialty mfg, distribution, MRO
- Tech-enabled · vertical SaaS, tech services
- Consumer + services · multi-unit, DTC, B2B
When · The Trigger
Founders starting the question.
Three signals that say a founder is starting to think about what comes next.
- Founders past 60 · succession is now strategic
- Last raise more than five years ago
- COO leaves or sudden hiring freeze
How · The Message
Patient. Specific. Sector-aware.
Name their company. Reference one specific dynamic in their sector. A recent acquisition. A buyer fund. Multiple compression.
- No engagement letter
- No pitch deck
- One paragraph that proves you watch their market
Want this play for your book?
Book twenty minutes with our team. We will map your existing book, build the trigger campaigns, and show you the math for your specific motion.
Pair this play with
The deeper material that lives behind this play.
