In December, TruSight client Treaty Oak Equity successfully completed the acquisition of Integrity Project Services and Consulting LLC, a leading provider of design, engineering, inspection, and consulting services for electric utility companies.
This acquisition marks a significant milestone in Treaty Oak Equity’s growth strategy and highlights TruSight’s value in fostering meaningful connections in the lower middle market.
Represented by M&A intermediary The Paragon Group, Integrity Project Services found a fitting partner in Treaty Oak Equity, aligned with its mission to deliver specialized solutions to electric utility and engineering companies.
The deal was facilitated through TruSight’s Intermediary Coverage service, which enables private equity firms to broaden the reach of their investment opportunities to thousands of long-tail investment banks and intermediaries with proactive criteria marketing.
“TruSight’s Intermediary Coverage team played a crucial role in identifying Integrity Project Services as an ideal fit for our portfolio, said Ben Williams, Founder and Managing Director at Treaty Oak Equity. “Their ability to source quality opportunities and foster meaningful connections was instrumental in closing this deal. We look forward to continuing our partnership with TruSight for future growth.”
Criteria Marketing and Expert Curation
Treaty Oak Equity became a TruSight client in May 2024 to expand its portfolio through strategic acquisitions and ensure a steady flow of qualified opportunities.
TruSight’s Intermediary Coverage team collaborated closely with Treaty Oak leadership to define acquisition criteria aligned with its strategy, leverage TruSight’s extensive database and network, and maintain regular communication and relationships with intermediaries.
Treaty Oak’s criteria marketing emails delivered more than 12,000 opens across 12 campaigns, and its detailed investment criteria was viewed by more than 130 targeted banks and intermediaries.
As a result, TruSight’s Intermediary Coverage team connected Treaty Oak Equity with over 20 tailored acquisition opportunities. Of these, 8 progressed to direct introductions, and Treaty Oak successfully acquired Integrity Project Services within 6 months of starting the engagement.
Deal Sourcing that expands your coverage
For more than a decade, TruSight has helped private equity firms optimize their position in the Lower Middle Market with intermediary-led and proprietary deal flow. Private equity firms, strategic investors and family offices rely on TruSight to identify and connect them to high-quality deals from long-tail investment banks, intermediaries and private businesses.
Whether you are a private equity firm or a privately owned business seeking growth through strategic acquisitions, TruSight can enhance your business development efforts. Learn more about TruSight’s Intermediary Coverage service and schedule a call with our team today.
