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Retained Buyside Deal Search

 
 
 
 
 
 

TruSight, LLC's acquisition search partnership is a game changer for companies seeking to efficiently scale their deal flow and find those hard-to-reach, off-market deals. We research, identify, and develop exclusive, off-market acquisition opportunities for our clients.

 
 
 

Schedule a Complimentary, Proprietary Deal Flow Consultation, or Scroll Down to Learn More About our Services
 

TruSight Helps You Identify the Best M&A Targets Through...

 
 
 
 
 

EXPERIENCED PROFESSIONAL
AND DATA-DRIVEN PROCESS

 
 
 

At TruSight, we understand that identifying the best M&A targets requires a structured process and data-driven approach that combines quantitative analysis and qualitative judgment.

Our experienced deal professionals leverage our vast network of contacts, industry knowledge, and proprietary technology to make this opportunity identification stage far easier. As a result, we review more deals faster and pinpoint targets that meet your criteria.

 
 
 

BEST PRACTICES FOR ANALYZING
AND PRIORITIZING DEALS

 
 
 

Once potential M&A opportunities are identified, developing a robust deal pipeline requires an effective deal-scoring strategy. We work with our clients to set up weight evaluation criteria that help determine the best targets of the bunch. Dynamic weightings are then set up to help identify deals to revisit. 

Our industry data, CRM, and Marketing Automation technology gives us an "Always on" process to increase our contacts and refresh company data.   

 
 

TRANSFORMING CONTACTS INTO RELATIONSHIP INTELLIGENCE

 
 
 

Maintaining relationships with potential targets is critical to building a winning M&A pipeline. Our in-house CRM and relationship development automation system allows us to track potential targets and build relationships over time. Our team captures emails and contracts and logs related calls, meetings, and data, introducing a whole new level of productivity. 

Our industry data, deal CRM, allow us to track key developments, track progress against investment criteria, and build relationships at scale.

 
 

INCREASING PRODUCTIVITY AND TRANSPARENCY

 
 

In the new age of dealmaking, companies must quickly analyze data, communicate information to clients, and improve decisions on their pipelines. We have invested in providing our clients with the best service possible. Our  continuously updated database provides us the information on private equity firms, their investment interests, portfolio companies, professional bios, and more. 

This in-house database and the data-driven process is unique in the market, and it allows us to tailor our analysis to our client's specific needs while analytics provide real-time insights into data.

TruSight's Network Advantage

 

13,000

Intermediary Contacts
 

4,800

Private Equity Firms
 

66,000

Investment Professionals
 

116,000

Portfolio Companies
 

40,000

Company Executives

 

TruSight's Proven Buy-Side Process

Our process is designed to ensure we identify and pursue acquisition targets that fit your specific criteria and objectives. Here are the key steps in our process:

 

1. Strategy and Criteria

We begin by doing a kick-off call to review and refine your acquisition strategy, ideal acquisition criteria, and transaction objectives.
We begin by doing a kick-off call to review and refine your acquisition strategy, ideal acquisition criteria, and transaction objectives.

 

2. Target Identification

We conduct extensive industry and market research to identify high-fit acquisition targets using multiple search methods and data sources.
We prioritize potential targets based on their fit with your criteria and objectives.

 

3. Target Prioritization

We prioritize potential targets based on their fit with your criteria and objectives.

 

4. Document Creation

We will help co-develop all pertinent marketing documents to support the acquisition search and outbound sourcing process.
We begin by doing a kick-off call to review and refine your acquisition strategy, ideal acquisition criteria, and transaction objectives.

 

5. Deal Sourcing

We identify the decision makes at each target company, and communicate with them directly by mail, email, and phone with tenacious follow-up.
We prioritize potential targets based on their fit with your criteria and objectives.

 

6. Deal Screening

We collect information on each target's business, operations, financial performance, transaction interests, expectations, and timeline.

 

7. Executive Summary

We compile the information we receive from business owners into a concise executive summary outlining the deal for efficient review.
We begin by doing a kick-off call to review and refine your acquisition strategy, ideal acquisition criteria, and transaction objectives.

 

8. Introduction

Following your review of the executive summary, we will coordinate calendars and set up an introductory conference call with all parties.
We prioritize potential targets based on their fit with your criteria and objectives.

 

9. Transaction Pursuit 

Following our introduction of the seller during the conference call, you may pursue a transaction however you see fit.
 

Your TruSight Buy-Side Search Team

 
 

Jennifer Davis

 
 
 

Jennifer leads the firm's Retained Buy-side Deal Origination Practice, working directly as the lead executive for clients and ensuring the success of their acquisition strategy. She is highly skilled at identifying and managing complex transactions and is known for her ability to create relationships through direct outreach to source and secure acquisition opportunities.

Jennifer's exceptional deal-making skills and ability to build strong relationships with both business owners and investors make her a highly sought-after professional in the industry.   

Clients value her proven track record of success and her commitment to delivering exceptional results.   When working with Jennifer, clients can expect to receive the highest level of service, expertise, and support throughout every stage of the acquisition process.

 
 
 
 

Kyle Collins

 
 

Kyle Collins is Vice President of our buy-side deal origination practice. An M&A professional combining a strong analytical mindset, relationship-building abilities, and industry expertise to identify, evaluate, and develop successful acquisitions campaigns.

Leveraging our firm's robust data network, extensive relationships, and digital marketing outreach, he excels in identifying, sourcing, screening, and evaluating potential acquisition targets on behalf of our clients and for our practice.

Kyle's skills and experience make him a valuable asset to the team. He is highly motivated, client-focused and is always looking for new ways to improve the business development process.