CALDER BUY-SIDE PLATINUM - BUY-SIDE M&A ADVISORY
Calder's aggressive and professional prospecting guarantees 15 qualified leads or you don't pay!
The Calder Buy-Side Platinum service is the Cadillac of all buy-side searches. Buyers that engage Calder under the Platinum engagement should expect significant proprietary, off-market deal flow. Our team is able to guarantee leads by leveraging our existing network and because we are willing to do the work that others are not - verifying owners, digging deep for contact information (personal emails and cell phones), and professionally calling and emailing owners of companies that match your investment criteria.
By completing all of the work in-house, our team can uphold professionalism and quality in establishing the first impression on behalf of our client. In addition, the Calder team's investment of hundreds of hours in scrutinizing, analyzing data, and improving our process by studying web and email analytics to improve response rates coupled with our aggressive 5-touch point outreach process allows us to guarantee leads and deal flow. We guarantee a minimum of 15 leads or you will receive your money back.
If you're interested in learning more, contact us below, and we're happy to share references of current and past clients so that our process can be verified. We have found that some clients are not ready or set up to handle the amount leads we're able to uncover for them, and may even ask us to slow down.
What we do is not rocket science, it is successful because we are exceptionally hard workers and extremely efficient with our process. We excel in fulfilling the dirty work that others are not willing to do.
We'd love to put our prospecting prowess to work for you.
HOW IT WORKS
What is guaranteed? The Platinum engagement guarantees a minimum of 15 proprietary leads matching target criteria. Leads are defined as businesses that match industry, geography, and size criteria and are willing to engage in a phone call or in-person meeting with our client to discuss selling. While we are guaranteeing a minimum of 15, oftentimes we far exceed our guarantee.
The search process has proven to work for businesses of almost any size, industry, or buyer criteria.
What does Calder provide and how do we meet our guarantee? Calder will produce a professional buyer profile to be posted on our site and sent to our network of sellers. Meanwhile, Calder's Buy-Side Team will create a list of all possible prospects matching our client's specific criteria and aggressively and professionally contact all prospective sellers using a 5-touch point sequence.
Prospects that do not respond or are not ready are followed up via a drip-loop sequence that ensures consistent communication and nurturing. Interested prospects are qualified through a phone call interview to ensure fit prior to any introduction to our client. Should our client desire, Calder is able to assist throughout the post-introduction process including information request, valuation, negotiation, LOI creation, deal structuring, securing financing, and due diligence.
What is the time-frame commitment required from clients? Due to the intensity and time-consuming research conducted up-front, along with the guarantee, there is a six-month minimum commitment. After six months, the engagement transitions to month-to-month and can be canceled at any time provided a fourteen-day notice. Upon engagement, the Calder team's goal is to be in front of our entire network and actively prospecting within two weeks.
What does this cost? A monthly retainer of $5,000 (50% of retainers are credited toward the Success Fee). The Success Fee will be dependent on the client's desires for Calder's involvement post-introduction but generally starts at 5-7% of the first $1M of consideration and declines in a Lehman-like structure.
If the Calder team is asked to help throughout the entire transaction process, our Success Fee will start at 7% of the first $1M in consideration and decline with a growing amount of consideration. Should the Calder team be asked to only introduce prospects, the Success Fee would start at 5% of the first $1M of consideration.