Buy-Side Mandates
Deal Sourcing & Integration
We find targets that do not sit in last year's database, get meetings with a real reason to call, run diligence with sources attached, and stay through post-close integration.
30-Day Outcomes
Long list mapped
Prioritized short list
Meetings booked
IC packet draft
Day-1 integration plan
Strategic Fit Scoring
Strategy84%
Momentum71%
Risk38%
Week 1
Signal Scan + Target Discovery
Scanning0potential targets...
Week 2-3
Outreach + Meeting Booking
Personalized Email
TO
partners@harborpeakreit.com
SUBJECT
Confidential introduction: potential partnership
MESSAGE
Meetings Pipeline
INTRO SCHEDULED
12 Meetings
65%
FOLLOW-UP BOOKED
8 Meetings
45%
IN DILIGENCE
3 Active
25%
Week 3-4
Early DD + Fit Scorecards
DDQ STREAM
Churn vs. NRR sensitivity by cohort
QUEUEDTop 5 segments by ARR growth and churn risk
QUEUEDCompetitive delta vs. nearest 3 rivals
QUEUEDFIT SCORE
Strategy84%
Momentum71%
Risk38%
Engagement Flow
Week 0-1
Strategy calibration, adjacency map, scoring framework, quiet outreach plan.
Week 2-3
Market map → long list; signals harvested; first short list generated.
Week 3-4
Outreach sprint; meetings booked; structured notes and follow-ups captured.
Week 4-5
Early DD and red-flag sweeps; preliminary valuation and synergy model.
Week 5+
LOI support, full diligence coordination, and IC packet assembly.
Post-Close
30/60/90 integration with tech/data migration and synergy tracking.
What We Deliver
Target discovery from live market signals, not a stale spreadsheet
Outreach that cites each target's recent activity
Diligence with source-cited analysis
IC packets: valuation, synergies, and an integration roadmap
Post-close integration support including technology and data migration