M&A Research Service Model Update

Alex Karlsen

When we started providing back office M&A support services to middle market intermediaries, we envisioned a model where bankers no longer needed to carry long term fixed costs associated with back office fulfillment.  At the time, the primary solutions to handling M&A firms' back office needs were hiring internal staff and buying all the tools needed to be successful.  We helped create a cost variable option that empowered smaller M&A shops to do more with less by either working with our analysts on a project or quarterly commitment basis.

Now, nearly a decade later, it is more common for middle market M&A firms use services like ours than to employ a full time back office staff.

Today, M&A firms, and consumers in general, have come to expect even more cost flexible, immediate solutions to all sorts of needs. As such, we are making some changes to our support options that give our clients even more cost flexibility.

Starting in Q2 of 2019 we will no longer be offering on-going analyst support service options to new clients.  If you are an existing client, we will happily continue working under the scope and terms of any legacy agreements.  In the place of these mid-term agreements, all of our various M&A research support services will be available on a project basis.  This way, firms will carry no cost until they need support while still having access to our U.S based analysts team equipped with the needed tools to run their back offices.

Additionally, M&A firms will notice some changes to our website that reflect both this service change and our increasing focus on serving our private equity clients with origination services.  You can still find our various M&A related service offerings under the 'Other Services' tab on our website navigation bar.  

Our newly refined core purpose 'More Deals. Less Fees' is the driving force behind these changes as we strive to offer solutions that provide the most cost flexibility with a high level of delivered value.  

As always, if you have any questions about these changes or an upcoming coming project please reach out to us - we are here to help.

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