Investment Deal Sourcing Service for Family Offices and Investors

This listing represents a specialized service focused on sourcing investment deals for Family Offices and institutional investors. The firm has been operating since 2007, concentrating on M&A and business financing transactions up to $100 million across technology, non-technology, and junior public companies in both Canada and the U.S. The service operates on behalf of the investor, meticulously researching their extensive network to identify suitable investment opportunities that match specific client criteria. The typical turnaround time for finding a deal is between 30 to 60 days. The firm's business model is built on a fixed buy-side success fee, which is only payable upon the successful closure of a deal, thereby ensuring a strong alignment of interests with their clients. Their core mission is to facilitate the acquisition of the best possible deals for investors, efficiently and at the lowest possible cost.