ACQUISITIONS AGI
Every target classified go, watch, or pass — before you burn diligence hours on ones that never fit.
Target Triage Service
Submit your buyer thesis and target data to receive go/watch/pass classifications, scored rationale, and next-step recommendations.
- Submit your thesis box and target data; receive classifications, rationale, and next steps
- classifications per target
- 3classifications per targetgo, watch with dated triggers, or pass with the reason documented
- scoring dimensions
- 3scoring dimensionsstrategic fit, timing/transactability, competitive intensity
- structured handoff brief per go target
- 1structured handoff brief per go targetready for valuation, lending, CFO, or legal review
How it works — and what you walk away with
Acquirers waste enormous time underwriting targets that should never have passed first screen. The Target Triage Service creates a disciplined front door: define the thesis box, score strategic fit, assess timing and competitive intensity, and classify each target before deeper diligence begins.
This is not a promise to run an end-to-end M&A process. It is the triage layer: which targets deserve first-pass diligence, which should be monitored with dated triggers, and which should be passed with the reason documented for learning.
The output gives acquirers a practical target pipeline and a cleaner handoff to valuation, lending, CFO, or legal advisors when a target earns escalation.
The process
Thesis Box Intake
Capture industry, geography, size, rationale, must-haves, disqualifiers, and walk-away conditions.
Target Scoring
Each target scored on strategic fit, timing/transactability, and competitive intensity.
Classification
Go/watch/pass calls with scored rationale — watch targets get dated triggers, passes get documented reasons for learning.
Escalation Routing
Go targets receive an underwriting handoff brief defining what diligence, valuation, or debt-capacity work happens next.
What you get
Target Triage Scorecard
Classification and rationale for each target
Priority Pipeline
Ranked go/watch/pass list with dated watch triggers
Underwriting Handoff Brief
Structured next-step package for valuation, lending, CFO, or legal review
What's included
Thesis Box Intake
Captures industry, geography, size, rationale, must-haves, disqualifiers, and walk-away conditions
Go/Watch/Pass Scoring
Scores strategic fit, timing/transactability, and competitive intensity
Escalation Routing
Defines what underwriting, debt capacity, or diligence work should happen next for go targets
Who this is for
PE Platform Teams
Operators pursuing proprietary add-ons around a clear buy-and-build thesis
Strategic Acquirers
Companies building target lists before committing diligence resources
M&A Advisors
Advisors who need a repeatable first-pass screen before deeper work
Scoped diagnostic
Scoped to your situation
- Format
- Submit your thesis box and target data; receive classifications, rationale, and next steps
Frequently asked questions
Related topics
Related services
Thesis Stress-Test
Evaluate whether a buyer thesis is too broad, too narrow, weakly evidenced, or misaligned with current target availability and acquisition economics.
Target Sourcing
Comprehensive target identification and profiling for strategic acquirers and PE firms. Find 50-200 targets that match your criteria.
Every target classified go, watch, or pass — before you burn diligence hours on ones that never fit.
Share your situation and Acquisitions AGI will scope it with you — takes about two minutes.