Deal Sourcing Process Infographic

Deal sourcing process:

1) Client Engagement:

The first and the most critical step to the deal sourcing process is client engagement. We are constantly receiving calls and offers from buyers interested in our companies for sale. Our priority is to ensure your business stands out. Thus, with the help of our advisory, we guide buyers to develop an effective strategy to approach potential companies with their buying plans.

 2) Proprietary Data/Evaluation:

In our extensive proprietary databases and systems, we’ve built a vast network of contacts evaluated to help identify your specific target and the companies that are the best fit for your ideal target profile.

3)  Research:

As a vast majority of deals are arising due to the increased competition for deals and increased sophistication of vendors, we understand the difficulties in analyzing multitudes of potential companies that match your target profile. Resultantly, we have an experienced internal team of experts who will research and generate leads for you. We will curate all available companies that fit your needs using our extensive proprietary database, including even privately held companies that usually keep their report data away from public access.

4) Outreach:

Now that the acquisition target is solidified, it’s time for outreach. In executing an acquisition campaign, you need not only data and a strategy but a plan of how to get the target to engage. We will help create a detailed plan on how to reach the ideal target company successfully. In doing so, we have an excellent track record in maintaining strong relationships by personally connecting with the company to ensure it is the best fit for your business.

5) Introduction and Offer:

The successful candidate is introduced to the client regardless of whether the company is a buyer or seller. We ensure that sufficient information is provided to both parties. If you are a buyer, this is the time to pitch your idea of what you plan to do with the target company. Be ready to collect any other information that would be useful when drafting an initial offer.

6) Due Diligence:

At 733Park, we facilitate the execution of the deal that is most beneficial to their client. Once an offer is accepted, you will need to perform your due diligence, with successful communication of all transaction details, on your target company to ensure that you meet the size and financial profile the seller was anticipating. Learn more about how 733Park stands out >>

7) Purchase Agreement:

Next, you will have to create a purchase agreement with your target company to finalize any deals before signing.

8) Purchase Pending:

Once the agreement is negotiated, agreed, and signed, it is ultimately funded, resulting in a successful purchase.

Remember, there are countless strategies for VC deal sourcing. This infographic illuminated 8 main sourcing steps that you can leverage to attain new opportunities. If you’d like to see how 733Park can become your new deal sourcing superpower, fill out the form below.

Contact 733Park for a VIP consultation at 617.564.0404 or using the form below

Meet 733Park

We have led both public and private entities through successful transactions in FinTech, SaaS, and payments. Using the relationships we’ve built in the industry, we can open doors that others can’t and help you maneuver a field that is constantly changing. We can get you the highest price possible and best terms for your ISO or merchant portfolio -- when you’re contemplating a transaction, experience matters.

Contact us to discuss your Deal Sourcing project. Fill out the invitation form below or call us for a FREE Consultation at (617) 564-0404.