Deal origination | Proactive opportunity tracking | Buy-side advisory

Business need

  • The private equity arm of a multi-family office was looking for regular support to augment its deal pipeline in Western Europe.
  • It mandated us to develop and manage a master deal origination tracker of companies in the lower mid-market space on an ongoing basis.

To develop and manage an ongoing tracker of potential target companies in Western Europe.

The client outlined three key reasons for selecting RocSearch:

  • Our ability to rapidly deploy experienced and highly pedigreed investment advisory teams.
  • Our proven deal origination capabilities and flexible client-centric engagement models.
  • Our extensive exposure in the European lower mid-market space.

Approach and Methodology

  • The dedicated team set up for the client created a Master Deal Dashboard of family and founder-owned businesses in the client’s focus sectors, sourced from a combination of market-leading databases, several league tables and other relevant ranking and award directories.

Using our comprehensive RocEye approach, we created a master deal dashboard, through which we could update the client about 10-20 new promising opportunities every week.

Investment
  • The dashboard was a comprehensive and live universe of companies in the lower mid-market space across select geographies of Western Europe.
  • It would be updated with new opportunities every week and every year for the latest financials and ownership of target companies.
  • Each week, we would share 10 – 20 high-potential targets across sectors, matching the client’s investment criteria.

Business Outcomes

  • The deal pipeline tracker provided the client with a steady stream of potential targets every week.
  • The exercise saved the client 1,000+ analyst hours.
  • During the tracker’s six-month deployment, the client successfully held second-round meetings with four targets.

During the tracker’s six-month deployment, the client successfully held second-round meetings with four targets, thus saving 1,000+ analyst hours.


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