Deal Origination Specialist
For a select few Family Offices, Private Equity Firms, and Special Situation Funds.
Deal Origination Specialist
For a select few Family Offices, Private Equity Firms, and Special Situation Funds.
This is What I do
I specialize in finding and sourcing merger and acquisition opportunities for my clients. My role is to help businesses and investors identify and assess potential acquisition targets, and guide them through the deal process from start to close. I use my experience to uncover promising M&A opportunities, evaluate possible targets, and enable my clients to make strategic acquisitions aligned with their goals.
I tap into my network and industry knowledge to pinpoint potential targets for acquisition regularly. I make sure to work closely with clients to grasp their specific objectives, then leverage this understanding to identify prospects that match their aims. I present a shortlist of options, help weigh each one, and assist with communications for the whole journey if we move forward.
In summary, I act as an intermediary, connecting clients to acquisition opportunities that fit their investment criteria. I identify the right targets, make introductions, and facilitate all necessary communications. I look forward to partnering with more companies and investors to execute transactions that create value.
I look forward to hearing from you.
Simply put, after having built a relationship with our client these are the steps I take.
Identify the current mandate our client is trying to fulfill.
Build a plan of different avenues on and off market that will help us find deals.
Execute on our plans and over a period of time develop a deal origination pipeline.
When we find qualified deals we then present them to our client.
After presenting the deal if there is interest we do our best to facilitate meetings and help our client if they desire in communication with prospective deal.
Timothy represents a small variety of groups in the distressed niche, including private equity firms, family offices, and consulting firms.
Here are the main criteria for what they are seeking:
Distressed Business Consulting Mandate:
$250M in revenue at minimum (best companies over $1B)
Ability to pay us in cash on a fixed fee
Not going into bankruptcy within the next 180 days
Ideally US based, but not 100% necessary
Owner/CEO who is willing to make our work a top priority
Ability to control major decisions during a turnaround: hiring, any checks/payments over $25K, bonuses/salaries, and other major issues
Distressed Business Acquisition Mandate:
FINANCIALS
Revenue between $10 million* to $2 Billion.
*Software businesses with revenue of $3 million or more.
EBITDA ranging from negative up to $5 million (more focus on negative EBITDA).
TRANSACTIONS
Corporate carve-outs, non-core divestitures, underperforming, special situations, and healthy add-ons.
INDUSTRIES
Any
GEOGRAPHY
Businesses headquartered within the United States.