How lean PE firms unlock deals from peripheral sources

Private equity firms pride themselves on operating with lean, efficient teams, which reduces costs and maximizes returns. But there’s a hidden cost with this model: critical gaps in intermediary coverage. 

Your investment professionals are high-caliber assets for your firm. With a dozen responsibilities pulling at their focus, the sustained coverage required for the comprehensive intermediary landscape inevitably falls short. The fragmented world of boutique investment banks, regional brokers, and M&A advisors, what we call the "long tail" of intermediaries, goes largely uncovered.

A lean internal team cannot dedicate the time needed to cultivate deep, persistent relationships with the thousands of contacts in this crucial sector.  As a result, firms become over-reliant on a small circle of national banks, leading to two major sourcing pitfalls: seeing the same, highly competitive deals as their peers, and missing out entirely on quality, actionable opportunities. 

Leveraging TruSight's Intermediary Coverage to level up sourcing 

The path to high-velocity sourcing is not about hiring a massive, expensive business development team. It's about leveraging specialized, data-driven expertise to augment your existing capacity, allowing your investment professionals to focus solely on high-value analysis and closing deals. 

This is the power of TruSight Intermediary Coverage. We function as an embedded deal engine, providing the relentless focus that your internal team cannot afford to spend. 

TruSight levels up your sourcing without straining your internal bandwidth: 

• The best data drives the best outreach: Our entire intermediary network is developed, curated, and maintained by our subsidiary Private Equity Info, the industry’s single best source for comprehensive M&A data for the middle and lower middle markets.

• Unlocking the long tail with laser focus: We provide immediate, scaled access to the fragmented market. Our dedicated team actively curates deal flow from more than 13,000 investment bank and intermediary contacts. This systematic approach ensures you see the opportunities most competitors miss. 

• Absurdly high deliverability: The data integrity derived from Private Equity Info’s platform allows us to execute proactive Criteria Marketing with unmatched efficacy. Our email outreach consistently achieves a deliverability rate of 99%. This combination of data quality and deliverability ensures the constant, effective supplementation and cadence of your sourcing efforts. 

• Tailored, vetted deal flow: TruSight’s senior M&A professionals vet every deal against your specific investment criteria, market thesis, and operating playbook. This intelligent screening ensures clients gain visibility to a steady flow of pre-curated deals per month, directly accelerating velocity for your next platform or add-on acquisition. Your time is only spent on relevant opportunities. 

By implementing TruSight’s Intermediary Coverage, you gain the benefit of a massive, dedicated, and data-backed sourcing team, but without the strain on your budget or internal headcount. 

This is the strategic multiplier that ensures your firm is not only lean, but just competitively positioned to capture the highest-quality deal flow in the market.