Investment Deal Sourcing Service for Family Offices & Investors
Financial Details
- Asking Price:
- $100,000,000
- Cash Flow / SDE:
- $100,000,000
- Profit Metric:
- Amount Sought
- Valuation Multiple:
- 1.0x
- Location:
- CA
- Source:
- Date:
- September 15, 2025
Key Highlights
Description
This listing represents a specialized investment firm that focuses on sourcing M&A and business financing deals valued up to $100 million. Serving Family Offices and individual Investors, the firm leverages its extensive network and AI-driven research to identify matching opportunities within 30 to 60 days. Their core mission is to find the best deals quickly and at the lowest cost for their investor clients. The firm operates on a fixed buy-side success fee, which is only paid after the deal is successfully closed, aligning their interests directly with the investor's success. They specialize in tech, non-tech, and junior public companies across Canada and the U.S. The firm is seeking new investor clients to serve.
Industry Information
- Industry Description:
- Investment Deal Sourcing and M&A Advisory
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 2007
Real Estate & Lease
- Status:
- Not_specified
Listing Details
- Listing ID:
- 968ddb0d-622b-42dd-bf45-35757b084c79
- Deal Status:
- For Sale
- Date Posted:
- May 16, 2024
- Last Updated:
- September 15, 2025
- Currency:
- USD