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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.
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Evaluated target company with PE firm’s buy parameters.
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Building relationships with company leadership.
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Evaluating operational capabilities and financial position against best practices.
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Identifying post-acquisition maneuvers toward profitability.
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Delivered findings and recommendations.
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