How We Work
Origination Process
A systematic, repeatable process that turns targeted outreach into warm founder introductions and closed acquisitions.
01
Scope + Alignment
- Kickoff meeting
- Investor strategy and criteria
- Review CIM & key materials
- Prep marketing materials
02
Identification
- Basilisk/Client conflict reconciliation
- Deep proprietary research
- Target universe mapping
03
Outreach
- Contact & engage targets
- Profile and prioritize actionable targets
- Personalized founder engagement
04
Introduction
- Review interested sellers
- Facilitate client-target introductions
- Qualify opportunities
05
Qualification + Support
- NDA execution
- Coordinate data collection
- Preliminary evaluation guidance
06
Foster Relationships
- Stay in front of future sellers
- Track and nurture long-term opportunities
- Build pipeline depth
07
Repeat + Recalibrate
- Adjust targeting and outreach strategy
- Incorporate real-time market feedback
- Refine investment thesis alignment
08
Close Deals
- Transaction support to close
- Coordination through signing
- Post-close transition support
Our Approach
Why Off-Market
No Auctions
Off-market deals mean less competition, better terms, and more thoughtful transactions for our clients.
Founder Trust
Our personalized approach builds genuine relationships with business owners — not cold spray-and-pray outreach.
Continuous Pipeline
We don't stop at one deal. Our process builds a long-term pipeline of opportunities that compounds over time.