What to send us
The company's name, industry, rough size, primary systems and years of history, plus a sentence or two about what they do. That is all it takes to start.
For referral partners
You already know the businesses worth a look.
You tend to meet these companies long before we would: in diligence, at close, across a client roster. If one has years of operating history sitting in real systems, an introduction is all it takes.
A useful introduction
Recognize
the opportunity.
Private equity investors, independent sponsors, M&A advisors, consultants, accountants, attorneys, technology executives, business brokers, software-development firms and operating executives are often first to see a qualified company. Introductions are simple. We take it from there.
Referral terms are agreed in writing before any introduction is made.
[ OPPORTUNITY SIGNALS ]
How to recognize one
- 01An established business, roughly 20–700 people
- 02Five or more years of operating history in real systems
- 03Workflow-heavy operations: tickets, claims, dispatches, closes, deals
- 04An owner or executive who could authorize a conversation
What not to request or transmit
No client data, no system exports, no credentials, no confidential documents. Qualification never requires them.
[ Your next asset starts here ]
Send a high-level description.
We handle qualification, buyer discussions and the licensing process from there. Referral terms are agreed in writing before any introduction is made.