M&A Research and Deal Preparation

Project-based 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.

Expert, domestic analysts available on a project 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 our analyst team 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.


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.


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.


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.


Financial Modeling

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


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 has successfully assisted us on several transactions.  They are easy to work with, stick to deadlines and deliver when needed.

Fred Silberstein | SF&P Advisors
Client Testimonials

"We credit you guys with being an important part of getting us to the next level.  We’ve grown our boutique based upon your assistance.  Thank you."

Client Testimonials

As a Captarget client of two years, I would highly recommend any boutique banker to leverage their resources and experience - industry reports, prospect lists, and client presentations - all at very reasonable costs. They have enabled me to scale my business.

Stanley G. Tobin | Young America Capital
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


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
Years of Service
Clients Served
Client Requests Fulfilled

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

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