DELIVERABLE 01
Validated Target List
30–80 named targets with revenue, EBITDA, ownership, and approachability scoring.
Service / 03
Buy-side M&A execution for operators with a roll-up thesis.
Off-market sourcing, full diligence, structured negotiation, and post-close integration support — for strategic acquirers and PE-backed platforms building density in Canadian essential services.
Who it's for
PE platforms and strategic operators who need add-ons that actually close.
The hardest part of any roll-up isn't writing the cheque. It's finding the right targets, getting in front of founders before a banker does, and structuring deals that don't unravel six months later. That's the work we do.
We run quiet, off-market processes. We've been on the other side of the table enough times to know how a founder hears the first conversation. And we stay engaged through integration — because a deal that closes badly is just an expensive deal.
How We Engage
End-to-end mandate. Single-deal or multi-year program.
Thesis & Targeting
Refine the acquisition thesis. Define target profile, geography, deal size, structural constraints. Build a working list.
Sourcing & Outreach
Off-market outreach to target founders. Industry-relationship-driven, never blast-style. Quiet by design.
Diligence & Structuring
Full commercial, financial, and operational diligence. Structuring negotiated to close — earn-outs, rollovers, working-capital pegs.
Close & Integration
Through SPA negotiation, close, and the first 100 days of integration support if you want us in.
What You Get
Six things buyers consistently tell us they need.
DELIVERABLE 02
Founder Outreach
Direct outreach to ownership, framed appropriately for first contact. Confidential, never templated.
DELIVERABLE 03
Diligence Findings Memo
Commercial, financial, operational. Concise enough for an IC. Detailed enough for a SPA.
DELIVERABLE 04
Negotiation Support
Term-sheet drafting, structuring counsel, founder-side anticipation, working-capital negotiation.
DELIVERABLE 05
Documentation Coordination
Quarterback role across legal, accounting, environmental, and quality-of-earnings advisors.
DELIVERABLE 06
Day-One Integration Plan
100-day plan covering people, systems, customers, and reporting cadence. Optional add-on.
Fee Structure
Aligned to closes, not to time.
Most engagements are structured as a small monthly retainer plus a success fee tied to closes. The retainer covers our time during sourcing and active diligence; the success fee aligns us to your outcome.
Multi-year roll-up programs are scoped with declining marginal success fees as deal volume increases — so the more we close together, the better the economics for you.
We never run conflicted mandates. If we're sourcing for you, we're not pitching the same target to anyone else.
| Engagement | Typical fee structure |
|---|---|
| Single-deal mandate | Monthly retainer + success fee at close. |
| Multi-deal program | Lower retainer; declining success-fee schedule. |
| Integration add-on | Fixed fee or day-rate, scoped at LOI. |
| Exclusivity | Always. We don't double-source. |
Building a Canadian roll-up?
Strategic acquirer, PE platform, or family office — if you have a thesis and a cheque, we have the pipeline.
Book a 30-min Intro