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FINTECH DEAL SOURCING FOR PRIVATE EQUITY FIRM SaaS, BaaS, Fintech
Salt Lake City, Utah and San Francisco, CA

Identified untapped outsourced deal-sourcing market for PE firm acquisition exploration as part of newly launched fund prioritizing $100M to $300M business.

Scouted and evaluated target company with PE firm’s buy parameters—building relationships with leadership, evaluating operational capabilities, financial position, and post-acquisition profitability maneuvers.

  • Evaluated target company with PE firm’s buy parameters.

  • Building relationships with company leadership.

  • Evaluating operational capabilities and financial position against best practices.

  • Identifying post-acquisition maneuvers toward profitability.

  • Delivered findings and recommendations.

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