M&A Buy-Side Advisory - Proprietary Seller Leads Guaranteed!
Buyer competition, non-listed sales, limited time for prospecting/pipeline building, and limited administrative resources: these are all factors that add to the difficulty of buying a business. We understand these limitations, which is why we have created buy-side sourcing services designed to do the work that corporate, family office, private equity, and individual buyers know is necessary but often falls to the bottom of the priority list.
Calder Capital’s Buy-Side is focused on bringing buyers proprietary, off-market deal flow driven by high-quality, high-quantity direct outreach to potential sellers matching our client’s specific criteria and by leveraging our existing network. 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, as well as guarantee leads and deal flow. Our team then flexes to our client’s needs, able to assist until the closing of the deal, or simply to introduce.
We work with many different types of buyers:
Private Equity & Family Office Buyers
Private Equity Firms and Family Offices spend the vast majority of their time looking at competitive deals, working on the post-LOI closing process, or integrating newly acquired companies. Rarely do they have the time to devote to prospecting directly to business owners who would make an excellent fit. Ironically, many of these "perfect fit" business owners have not spent the time to identify potential transition partners, their business has outgrown its "family business" status, therefore, requiring an institutional transition partner, and these owners do NOT wish to engage with a Sell-Side M&A Firm due to confidentiality concerns or the perceived high fees. These are the owners that Calder uncovers on a daily basis.
PE Firms & Family Offices should focus on what they do well: candidate evaluation, relationship building, deal execution & portfolio management. Leave the proprietary deal sourcing to Calder!
Strategic / Corporate Buyers
Most strategic/corporate buyers cannot justify the expense of having a team dedicated to business acquisitions. Even a single experienced corporate development staff member will cost well over $100,000 in salary and benefits (perhaps 2x that depending on location/experience), and they would require costly resources - valuation databases/software, CRM, sales lead generation, company car/travel - all with zero guarantees that anything will transpire in even 1-2 years.
Furthermore, corporate buyers who do not work with a Buy-Side M&A Advisor often end up heavily relying on CPAs/attorneys who rack up hefty bills with no guarantee that any deal gets consummated! While there is no replacement for a qualified transaction CPA or attorney, there are many steps of the process, for example, business valuation, LOI creation, negotiation, and closing management, that a skilled Calder M&A Advisor can handle, saving the buyer significant potential excess deal fees.
Acquisitions, if well-executed, can be a fantastic and fast way to scale a Company's top and bottom line. Strategic buyers focus on what you do best: strategic planning, finding synergies and efficiencies, and executing on growth opportunities. Let Calder handle the lead generation!
Individual Buyers
Are you done being a cubicle jockey for someone else? If you have started the process of searching for a business to buy, can you relate to the following: exhausted by competition from other buyers, frustrated with business brokers not calling you back, or tired of inquiring about an opportunity only to find out it just went under contract? Wouldn't you like to work directly one-on-one with a business owner through a thoughtful purchase and transition? Calder can help.
In fact, there are 1000s of business owners that are hoping the right buyer contacts them directly. They do not want to hire a broker for fear of confidentiality breaches, employees finding out, or the costs involved (We know this first-hand because many owners will only talk to us if we have a buyer in hand). They are not interested in a sell-side engagement with an M&A advisor and they do not want to spend their evenings in showings with multiple buyers.
Stop spending hours a day looking at bizbuysell.com or emailing brokers. Owners are waiting to hear from you.
Stop scouring the Internet day in and day out looking for listed deals. They are competitive, brokers won't call you back, and most often they are not the type of business that you actually want. Let Calder target businesses that you are actually interested in!
How Does Buy-Side M&A Advisory Firm Calder Capital Solve These Challenges?
Calder Capital serves as a Buy-Side M&A advisor and provides acquisition search services to serious buyers with clearly defined acquisition criteria. Calder does all of the heavy lifting: researching prospects, qualifying prospects, verifying ownership, confirming phone numbers and emails, reaching out directly multiple times solely on behalf of our client, and setting up a drip campaign so that your prospects are periodically and professionally contacted. Additionally, as requested, Calder will conduct business valuations, write LOIs, negotiate on behalf of our client, coordinate due diligence, and quarterback all steps to a successful closing.
Our services are best suited to clients who seek to complete several acquisitions and who have well-defined size, type, and geographic search criteria.
BUY-SIDE PLATINUM
What is guaranteed: Guaranteed minimum of 10 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.
Calder deliverables: 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 6-point touch 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.
Time-frame: 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.
What it costs: 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.
BUY-SIDE GOLD
What is guaranteed: Guaranteed minimum of 300 monthly emails and voicemails sent on behalf of our client to prospects matching criteria. While the Gold engagement does not guarantee leads, the process often provides steady deal-flow at an exceptional value.
Calder deliverables: Calder will produce a professional buyer profile to be posted on our site and sent to our network of sellers. Meanwhile, the Calder Buy-Side Gold Team will create a list of all possible prospects matching our client's specific criteria and employ a 3-touch point outreach sequence to engage potential sellers.
Prospects that do not respond or are not ready are followed up via a drip-loop sequence that ensures consistent communication and nurturing. Should our client desire, Calder is able to assist throughout the post-introduction process, including, valuation, negotiation, LOI creation, deal structuring, securing financing, and due diligence.
Time-frame: Due to the intensity and time-consuming research conducted up-front, along with the guarantee, there is a three-month minimum commitment. After three months, the engagement transitions to month-to-month and can be canceled at any time provided a fourteen-day notice.
What it costs: A monthly retainer of $2,500. 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.
BUYER MATCH
Calder is committed to ensuring buyers' access to deal flow. It is highly recommended and encouraged that all buyers take one minute to submit the buyer match form here. Doing so will automatically notify you of any current or future Calder-listed opportunities matching your criteria.
Please note: Businesses listed by Calder sell through a competitive bid-auction process and are likely to receive multiple offers.
Calder deliverables: Notification of listed opportunities matching your criteria automated through our system and sent to your email. Please whitelist and add as a contact "[email protected]" as well as infusionmail.com to avoid these emails ending up in your spam folder (inevitably this happens from time to time).
Time-frame: Instantaneously for current deals and immediately upon the release of future deals.
What it costs: Absolutely nothing... well maybe one minute of your time.
How Are We Different?
- Guaranteed Results - There are no other Buy-Side Advisory Firms that will guarantee results. Calder adheres to our client's desires and either guarantees leads or the volume of outreach, depending on our client's desired aggressiveness.
- No Outsourcing - Calder's Buy-Side Team handles all prospect research, verification, phone calls, emails, letters, drip campaigns, and prospect introductions in-house. This gives potential sellers a professional and seamless experience and makes for a positive and natural introduction to our client.
- Data Analytics - We have studied over 2.5MM+ emails sent from our CRM using the expertise of a Data Analytics company. The result of this ongoing study is that we have a deep understanding of small changes that make big differences. For example, the appropriate subject line, appropriate length, and an appropriate number of questions in prospect emails. Additionally, we know the best days and times of day to send emails to maximize opens, clicks, and responses. We are ready to put this expertise to work for you!
- Advanced Pipeline Building/Maintenance - Calder's buy-side operations have been integrated with advanced Infusionsoft by Keap (CRM) marketing campaigns since 2013. This ensures that prospects remain in the pipeline and do not fall through the cracks. This also allows us to build a database of 100s of prospects for our clients that are professionally and periodically nurtured.
- Deal Facilitation - While Calder does not replace the necessary role of a CPA or attorney, part of our service offering includes conducting business valuations on prospects sourced, writing LOIs, negotiating on behalf of our client, due diligence coordination, and making sure we are there for you until the transaction is inked! Doing so helps our client cut down on incremental or excessive deal fees.
Calder does all of the heavy-lifting in-house: all prospect research and qualification, all telephone calls, emails, and letters. Every campaign includes advanced drip marketing so that no prospects fall through the cracks and the pipeline builds over time.
Calder's buy-side operations have been integrated with advanced InfusionSoft marketing automation campaigns. This ensures that prospects remain in the pipeline and do not fall through the cracks. This allows us to build a database of 1000s of prospects for our clients.
PHASE 1:
DEVELOP ACQUISITION STRATEGY AND TARGET PROFILE
Identify Owner Goals And Objectives
Research Prospective Acquisition Targets
Verify Target Owners Contact Information
PHASE 2:
RESEARCH PROSPECTS, ENGAGE TARGETS, BUILD ACQUISITION PIPELINE
Develop Buyer Profile & Communication Templates
Make Confidential Contact with Target Owners via Phone, Email & Mail
Establish a Confidential Drip Marketing Campaign to Keep Targets Aware
Coordinate Introductions
PHASE 3:
EVALUATION OPPORTUNITY, CONDUCT VALUATION, DEFINE SYNERGISTIC VALUE
Collect Financial and Operational Data from Prospects
Perform In-depth Valuation & Assist in Offer (LOI) Creation
Work with Our Client to Negotiate on Their Behalf
PHASE 4:
STRUCTURE, NEGOTIATION, AND CONSUMMATE TRANSACTION
Arrange Financing (if necessary)
Manage Due Diligence Process
Coordinate Purchase Documentation
Quarterback Legal & CPA Teams to a Successful Close
Celebrate With Our Client Post Acquisition!
We believe that our process will give buyers the greatest chance for a successful purchase. For more information about our process or to meet with one of our experienced advisors, please complete our contact form.
CONTACT US... CONFIDENTIALLY.
Recent Successful Buy Side Transactions!
