Buy-Side Advisory

Acquisition Advisory and Retained Search Work for Private Equity and Corporate Acquirers

If you’re a corporate acquirer or private equity-backed portfolio company interested in pursuing inorganic growth through proprietary acquisitions, the highly skilled investment banking advisors on our Buy-Side Advisory team will partner with you to develop a plan that can be applied to one-off transactions or to long-term buy-and-build engagements.

Buy-Side Advisory Services Offered:

Market Assessment
Target and Criteria Development
Retained Search List Building and Outreach
Quality of Earnings Analysis

Process Management
Approach and Negotiation
Due Diligence and Closing

Your Proprietary Deal Sourcing Engine

Our buy-side retained search process is data-driven and meticulously managed with transparency, frequent communications, and accountability, and our established domain expertise allows us to deliver timely and proprietary sector intel on each engagement.

The Capstone Difference

Powerful senior outbound team
Advanced sector expertise
Data-driven and transparent process management
Programmatic communication and accountability
Full range of support services and robust deal flow

Data-Driven and Transparent Process Management

Strategy Refinement and Target Selection

We begin by developing a deep understanding of our client’s business to create a compelling, differentiated narrative for their story, strategy, and key attributes as a prospective acquirer in our selling materials. We use this information to carefully and thoughtfully vet lists of potential targets, leveraging our vertical expertise.

Target Qualification and Pipeline Management

Timing and messaging is important to the success of buy-side mandates. Through our comprehensive and rigorous outreach approach, Capstone will build a pipeline for the business, act on priority targets, and deploy a nurturing strategy to maintain potential future opportunities.

Buy-Side Transaction Support

Once an attractive target is identified and the opportunity is deemed actionable, the Capstone team will continue to champion the relationship and transaction through the final closing stages.