M&A Research and Deal Preparation

Project-based and ongoing analyst support

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Expert Support When You Need it Most

We help M&A firms gain access to the people and processes needed to successfully take deals to market on either a project or ongoing basis.

Experienced, domestic analysts available on a project basis or ongoing basis.

Our M&A research support services are designed to be as flexible as our M&A clients need them to be. Project-based options allow users to access research analysts when demand supports the cost.

When using CAPTARGET, firms no longer have to justify the high fixed cost of data access and personnel. Our project-based engagement model allows for access to well-tooled analysts with no restrictions or hourly usage limits– one flat project fee covers it all.

Our analyst staff is comprised of US-based M&A research professionals. Our team understands your needs, thanks to its track record and real-world experience in US-based M&A, supporting thousands of transactions each year.

Project Pricing

Prospect Research

Have an analyst build you buy or sell-side prospect lists from scratch to your specific criteria. Get Strategic and Private Equity targets, all with hand tested contact information for maximum accuracy.

$1,500

Pitchbooks & CIMs

From questionnaire to deliverable, we do it all. We develop pitchbooks and CIM’s for deals of all sizes in PDF, Word and PPT formats. Save weeks of time by using our analyst team to support your next CIM development project.

$5,000

Deal Marketing

Have your analyst distribute your deal materials (teaser, CIM, NDA, etc.) to your defined buyer list. We handle the set-up, distribution, and reporting. Get intel on engagement by seeing who opens and clicks on the email.

$750+

Valuation Data / Reporting

Get industry reports and trading and transactional comps to help you or your client assess the value of a potential transaction. Have our analysts build and maintain comp tables for industries of interest, track trends and more.

$1,000

Financial Modeling

Custom financial modeling built to your specification. Multi-scenario LBO’s, discounted cash flow, operating models, recasting and more.

$2,000+

General Analyst Support

Our analyst team can support general requests of all kinds. Think of us like an extension of your team – need help with something specific? Just ask!

Contact For Pricing

Client Testimonials

CAPTARGET analyst helps us make decisions that would have taken much longer without your participation. I appreciate your commitment to our business.

Jack Campbell | Masi LTD
Client Testimonials

The quality, timeliness, professionalism and cost benefit of the services CAPTARGET provides is unmatched.

Mike Ertel | Transworld M&A Advisors
Client Testimonials

We engaged and CAPTARGET delivered! Our latest acquisition sourced directly by the CAPTARGET team cost us less than 80% of our usual sourcing fees. Let’s do it again!

Chad Byers | Symmetrical Investments
Client Testimonials

CAPTARGET Origination has paid for itself many times over while enabling my team to focus on managing our portfolio and getting more deals done for less cost. Highly recommended!

Brandon Laughridge | Plus2 Capital
Client Testimonials

I know if I can get connected directly to an entrepreneur who is considering selling, my 20 years of running my own companies lets me speak their language. Captarget does a great job of initiating those conversations.

Alan Ezeir | Circle Square Capital
Client Testimonials

An attractive alternative to buy-side, success fee based sourcing. CAPTARGET saves us significant costs when acquiring a company.

Andrew Zannelli | VCC
Client Testimonials

CAPTARGET origination support helped us close a recent acquisition in the food products space. A great sourcing solution!

Josh Bammel | Kratos Capital

Project Samples

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Ongoing Analyst Support

As the average M&A firm gets smaller and more nimble, it can be challenging to justify buying expensive databases and hiring analysts. Often, analysts can become a financial burden or leave promptly after you have trained them.  We provide a functional alternative by buying the tools and staffing the team needed to fulfill all your deal preparation and research needs.

Our entire analyst team is comprised of full-time internal employees who have years of direct experience in M&A and private equity.  Unlike overseas providers, we literally and figuratively speak the language of deal-making having supported over 750 M&A firms in more than 35,000 transactions. Our analysts are available to M&A firms of any size, typically on a six month commitment basis.

Our Team is Your Team

Our model is built for maximum flexibility. Clients do not have to worry about request volume limits or tracking billable hours – one monthly fee gets you unlimited access to an analyst dedicated to you.  We encourage clients to treat their analyst as an extension of your team.  Working from our offices in San Diego, CA, your analyst can support all your deal prep and research needs including:

Sell-side Prospect List Development

Buy-side Target Identification

Financial Modeling

Primary & Secondary Industry Reporting

Teaser Development

Recasting + Financial Spreads

General Analyst Work

Gain access to the team and tools to run your back office without breaking the bank, compromising quality or capacity.

Ongoing Analyst Support Pricing

Typical Analyst Coverage Includes:

  • • Industry reporting + operational benchmarks
  • • M&A comps
  • • Public comps
  • • Sell + buy side prospect lists
  • • Company profile tearsheets
  • • Recasting
  • • 200 strategic emails provided
  • • 10% discount on pitchbooks
  • • Coverage for up to 3 dealmakers

Starting at $2,500 /mo

Get Started
8+
Years of Service
700+
Clients Served
35,000+
Client Requests Fulfilled

Curious how we can help with your next project? Start here.

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