M&A advisory teams
Company research for your M&A team.
Buyer or target research for a defined part of your mandate. We compare companies against agreed criteria, record sources and exclusions, and deliver in your team’s template.
Free initial consultation. Scope and fixed fee agreed before work begins.
What we deliver
A table in CSV or your agreed template, company profiles and open questions. Scope and fixed fee agreed upfront.
- Company comparison
- One row per company: fit against the criteria, reasons for inclusion or exclusion, and sources. Missing information remains identified.
- Selected company profiles
- Business model, available ownership and financial information. Material findings carry a source and date; our assessment is recorded separately.
- Questions for further review
- Inconsistencies, missing documents and questions for the counterparty. Public screening does not confirm sale availability or replace financial, legal or tax due diligence.
Example brief and handover
- Client question
- An acquisition brief: compare custom software development businesses in Czechia and Slovakia.
- What we deliver
- A company comparison, short profiles, sources and questions on ownership, financial performance and acquisition availability.
- Acceptance
- At handover we check coverage of the agreed criteria, traceable sources and reasons for the selection. Unavailable information remains identified.
An illustrative brief. The proposal defines the actual scope, file format, timing and fixed fee. Candidate outreach is a separate step as agreed.
View the research sampleWorking with your team
- Communication
- We contact your client or selected companies only as agreed. You approve recipients, message and sender before any outreach.
- Your brand
- Delivery under your brand is agreed upfront: template, permitted use and communication rules. Sources and limitations remain part of the work.
- Handover
- We confirm who prepares and checks the work, the format and deadline with time zone. At handover, we review findings and open questions with your team.
Assign a research task.
Describe the part of the mandate and the output you need. Client names and confidential materials follow through an agreed channel.
US line for transaction briefs +1 (571) 573 8276Availability and timing confirmed after reviewing the brief.
Can we assign only part of the research?
Yes. The brief can cover an additional market, profiles of companies already selected or a specific question. Before work begins, we agree what your team will provide and what our deliverable should contain.
How do you document research coverage?
You receive the companies reviewed, sources and reasons for inclusion or exclusion. If no company meets the criteria, that is the research finding. Sale availability and owner interest require separate verification.