M&A deal support and workflow automation for US advisory firms
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M&A Deal Support

Hands-on help on live sell-side and buy-side mandates, on the tasks that slow deals down, without adding headcount.

750–1,000 buyers per list5 days to deliverFull-time trained analysts
Services

Inside your live mandates

Buyer list research

750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts

5 business days

Target list research

200–300 acquisition targets for buy-side mandates, screened against your criteria

5 business days

CIM and teaser preparation

Full CIM draft and one-page teaser from client files

7–10 business days

QoE databook

Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included

5–10 business days

Full-time trained analyst

A trained analyst working full time on your mandates: lists, CIMs, databooks, DDQs and day-to-day deal work, with senior review of every deliverable

Ongoing
Sample outputs

What you receive

Buyer list · tiered, with decision-makersSample
EBITDA bridge · FY2025 · $KSample QoE databook
2,0002,5003,0003,5002,604Reported+624SBC+210CEO bonus+185Legal+94Relocation−320Cap. dev−240CSM gap3,157Adjusted
Free templates

Not ready for a call? Start with our templates

Free downloadPDF · 2 pages

CIM preparation checklist

What to collect from the client, what every CIM section needs, and the checks to run before a buyer sees it.

  • 16-item client document request list
  • Section-by-section CIM contents
  • Blind teaser rules
  • Pre-release quality checks

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Free downloadExcel workbook

Buyer list template

The tracker we use on live mandates: tiering, decision-makers, and outreach status from teaser to LOI.

  • 20 columns, with drop-downs for tier, type and status
  • Tiering guide for strategic and financial buyers
  • Teaser, NDA and CIM date tracking
  • Filters ready for weekly client updates

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See how we’d support your next mandate.

Book a 30-minute call

Or email harsh.jindal@valcoreanalytics.com