Advisory
Strategic buyside advisory for transformative acquisitions
Acquisera partners with private equity firms, independent sponsors, and corporate acquirers to identify, evaluate, and execute platform and add-on acquisitions that drive lasting value — proprietary, off-market origination powered by our sourcing engine, from thesis development through closing.
Buyside advisory requires more than transaction execution — it demands a true partnership built on trust, insight, and aligned incentives.
What we do
A full buyside mandate, start to finish
From the first thesis to a signed deal — proactive deal origination, disciplined execution, and a focus on long-term value creation.
Buyside advisory
End-to-end strategic advisory from thesis development through closing, so every acquisition aligns with your value-creation goals.
Deal sourcing & origination
Proactive, research-driven origination that surfaces proprietary, off-market opportunities — our data engine plus direct outreach to owners and intermediaries.
Platform acquisitions
Identifying and securing the foundational platform investments that anchor a buy-and-build strategy.
Add-on & bolt-on support
Systematic sourcing and execution of tuck-in acquisitions that expand capabilities, geographies, and product lines.
Due diligence coordination
Orchestrating the diligence workstream across the financial, legal, operational, and commercial dimensions.
We built the software we use to source our own deals.
Acquisera is not a data feed we licensed — it is our own origination engine, built in the trenches of live M&A mandates. Retain our advisory team and you get the people who built it, running it on your search.
The engagement
Proprietary origination, run for you
The heart of the mandate is deal flow. We run the same sourcing pipeline that powers the software, on your behalf — you step in only to decide, and every stage delivers something concrete.
- Step 1
Search
We discover private companies from thousands of sources, ranked by fit to your mandate — the same discovery engine that powers our software.
Cascade Comfort Systems
Commercial HVAC · Seattle, WA
96Northern Mechanical Group
HVAC Services · Portland, OR
88Summit Air Partners
HVAC · Boise, ID
81 - Step 2
Enriched
Each company is enriched and verified — description, products & services, end markets, revenue, and headcount — as accurately as possible.
Cascade Comfort Systems
Full-service commercial HVAC contractor with recurring maintenance contracts.
Revenue
$22M
Employees
125
End markets
Tech · Multifamily
Ownership
Family-owned
Website verified State registered 94% profiled - Step 3
Screened & qualified
Scored against your mandate by our company fit model, then reviewed by hand with you — only real fits move forward.
Company fit score
96
0Pass 70+100Qualified — reviewed with you - Step 4
Outreach
We reach the decision-maker at each qualified company to promote the acquisition and share your project goals.
To:Daniel Hurst · President & Owner
Acquisition interest — Cascade Comfort Systems
Reply: “Happy to take a look — can we talk Thursday?”
- Step 5
Monitor & deliver
We work every reply, bounce, and new contact as it lands, then deliver the qualified opportunities to you.
96 fitDelivered · qualified
Cascade Comfort Systems
Interested seller, decision-maker engaged — ready for you to evaluate.
Companies shown here are fictional and for illustration only.
Why Acquisera Advisory
A different approach to buyside advisory
Deep sector expertise and a principal-level commitment to every engagement — combined with a sourcing engine no traditional advisor has.
Principal-level attention
Senior dealmakers lead every engagement — no handoffs, no junior-heavy teams. You work directly with the people doing the work.
Deep sector expertise
Focused coverage across key sectors: competitive dynamics, valuation benchmarks, and the questions that actually move a deal.
Proprietary deal flow
Proactive origination that surfaces non-auction, off-market opportunities the broad market never sees — powered by our data engine.
Aligned incentives
Honest counsel and rigorous execution, with a fee structure tied to your outcome — we earn the success fee only when you close.
Pricing
Priced by project
A flat monthly retainer set by how many projects we run at once, plus a Standard Lehman success fee on each deal closed.
1 Project
One mandate at a time
$5,000
/ month
- Unlimited searches
- Full access to Acquisera Premium tools
- Full proprietary database access
- Dedicated engagement lead
- Standard Lehman success fee for each deal closed
2 Projects
Two mandates in parallel
$8,000
/ month
- Unlimited searches
- Full access to Acquisera Premium tools
- Full proprietary database access
- Dedicated engagement lead
- Standard Lehman success fee for each deal closed
3 Projects
Three mandates in parallel
$12,000
/ month
- Unlimited searches
- Full access to Acquisera Premium tools
- Full proprietary database access
- Dedicated engagement lead
- Standard Lehman success fee for each deal closed
Questions
- Who do you work with?
- Private equity firms, independent sponsors, searchers, and corporate acquirers pursuing platform or add-on acquisitions — anyone who would rather have proprietary deal flow delivered than build a sourcing operation themselves.
- How is Advisory different from the software subscription?
- The subscription is self-serve software your team operates. Advisory is the same platform, but our team runs the entire origination process for you — search, enrichment, screening, outreach, and follow-up — and hands you qualified opportunities to evaluate.
- Do we still get the software?
- Yes. Every advisory engagement includes full access to Acquisera Premium and your own proprietary database — your team can work alongside ours in the same platform.
- How hands-on do we need to be?
- As little as you like. We run the pipeline and bring you screened, qualified opportunities; you step in to set the mandate and to decide which deals to pursue.
- What is a project?
- One active mandate — a defined thesis, geography, and set of criteria we're actively sourcing against. Higher tiers run more mandates in parallel; the work on each is identical.
- What is the Lehman Formula success fee?
- We bill the standard (original) Lehman Formula — the long-established M&A success-fee scale — applied in tranches to the deal value: 5% of the first $1M, 4% of the second $1M, 3% of the third, 2% of the fourth, and 1% of everything above $4M. Each tranche is charged separately and summed, so a $3M close works out to $50k + $40k + $30k = $120k, a 4.0% blended rate. It's only owed on a completed close — the monthly retainer covers the sourcing work itself.
- What's the commitment?
- Engagements run month-to-month on a rolling retainer. We ask for a short initial ramp so a search has time to produce, but there's no multi-year lock-in.
Let us run your next search
Tell us your thesis and we'll scope an engagement — or look back at how it's priced first.