Investment Deal Sourcing Service for Family Offices & Investors

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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

Specializes in sourcing M&A and financing deals up to $100 million for investors.
Offers a dedicated service to Family Offices and Investors to identify suitable investment opportunities.
Operates on a fixed buy-side success fee model, ensuring client alignment and cost-effectiveness.

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