Deal Origination

Our deal origination services include everything from idea generation to first contact with potential acquisition targets. We work with you to understand your investment objectives, strategy, restrictions and preferences. We assess target suitability based on current or historic ownership of similar assets. We research prospects, provide market entry analysis and commercial due diligence, and create pitch books. In doing so, we create bespoke content for you and often provide a unique angle on a deal.

We are extensively experienced in deal origination services. Think of us as being an extension of your team; an outsourced service to support investment teams limited by time and in-house resources. In working with our deal origination team you can maximise response rates and protect opportunity ownership.

Further, when it comes to your existing portfolio and investee companies, we can provide outsourced CFO and business advisory support services. Through the MS network, we have access to a wide range of highly skilled tax and accounting professionals, with extensive knowledge and experience in corporate bookkeeping (general ledger maintenance), financial controller and core accounting services, and advisory and CFO assistance including risk, reporting, governance and strategy typically required by small businesses.

Our services include:

  • Deal origination;
  • Prospect and industry research;
  • Market entry strategy;
  • Commercial due diligence;
  • Pitch books;
  • Valuation and scenario modelling; and
  • Outsourced CFO services.