ACQUISITIONS AGI
A dedicated M&A sourcing team across every platform — without building the capability in-house.
Portfolio-Wide M&A
Ongoing deal sourcing and origination support for PE firms and serial acquirers managing multiple platform companies.
- Annual retainer
- Scaled to number of platforms and sourcing intensity; integrates with your deal management systems
- refreshed target lists per platform
- Quarterlyrefreshed target lists per platformplus strategy sessions to refine criteria and pipeline quality
- intelligence briefings
- Monthlyintelligence briefingsmarket dynamics, competitive activity, emerging opportunities
- centralized dashboard across all platforms
- 1centralized dashboard across all platformsdeal flow, pipeline status, and origination metrics
How it works — and what you walk away with
Private equity firms and serial acquirers face a unique challenge: they're not sourcing one deal—they're sourcing dozens across multiple platforms, each with different criteria and competitive dynamics.
Our Portfolio-Wide M&A service provides enterprise-level deal sourcing infrastructure. We work with your investment team and portfolio company executives to maintain continuous deal flow across all platforms, identify cross-portfolio synergies, and build a sustainable competitive advantage in sourcing.
Think of this as your dedicated M&A research and sourcing team—without the overhead of building the capability in-house.
The process
Platform Setup
Platform-specific criteria defined with your investment team, with strict information barriers between competing platforms.
Systems Integration
Connection to your existing deal management stack — DealCloud, Affinity, Salesforce — and reporting workflows.
Continuous Sourcing
OngoingOngoing target identification, cross-portfolio synergy mapping, and monthly intelligence briefings.
Quarterly Strategy Sessions
QuarterlyReviews to refine criteria, assess pipeline quality, and align sourcing with value creation goals.
What you get
Quarterly Target Lists
Updated target identification across all platforms with new opportunities highlighted
Portfolio M&A Dashboard
Centralized view of deal flow, pipeline status, and performance metrics across platforms
Strategic M&A Roadmap
Portfolio-level M&A strategy aligning sourcing priorities with value creation goals
Monthly Intelligence Briefings
Regular updates on market dynamics, competitive activity, and emerging opportunities
What's included
Multi-Platform Coverage
Simultaneous sourcing across all portfolio companies with platform-specific criteria
Continuous Target Identification
Ongoing monitoring and identification of new targets as they emerge
Deal Intelligence Dashboards
Real-time visibility into pipeline health, target status, and origination metrics
Cross-Portfolio Synergy Mapping
Identification of targets that could benefit multiple portfolio companies
Integration with Existing Systems
Seamless connection to your CRM, deal management, and reporting infrastructure
Quarterly Strategy Sessions
Regular reviews to refine criteria, assess pipeline quality, and optimize sourcing approach
Who this is for
Private Equity Firms
PE firms executing buy-and-build strategies across multiple platforms
Family Offices
Long-hold investors seeking continuous add-on opportunities for operating companies
Serial Acquirers
Companies with active M&A programs seeking to institutionalize their sourcing capability
Subscription
Scoped to your situation
- Duration
- Annual retainer
- Format
- Scaled to number of platforms and sourcing intensity; integrates with your deal management systems
Frequently asked questions
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A dedicated M&A sourcing team across every platform — without building the capability in-house.
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