Deal origination
Parkmont helps institutional clients define the right companies, understand the market and develop relevant business conversations. The work begins with your criteria and continues through research, engagement and qualification.
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Who we work with
An acquisition target, a prospective advisory client and a potential borrower are distinct relationships. The research and the reason for contact should reflect that.
Company research for a defined acquisition thesis: sector, geography, business model, operating characteristics and strategic fit. We help map potential platform or add-on targets, identify relevant owners and management, and investigate whether a business conversation is timely. Your team determines acquisition interest and leads any subsequent transaction process.
Business development research for prospective company clients that fit your advisory practice. We consider the sectors you understand, the businesses you can serve and the circumstances that might justify an initial conversation. A leadership change or expansion can inform the research; it does not establish that an owner intends to sell.
Research into companies and operating situations that may be relevant to your lending criteria. The starting point is your preferred borrower profile, use of funds, asset coverage, geography and exclusions. Company activity provides a reason to investigate a possible requirement; your team retains responsibility for credit assessment, underwriting and lending decisions.
Fund managers fit this practice when the objective is acquisition or lending origination. This service covers research, sourcing and qualification; transaction execution, valuation, capital placement and LP fundraising are outside its scope.
The work
Establish the companies and situations that belong in scope, the exclusions that matter, and the evidence required for a useful conversation. We also clarify responsibilities, existing relationships and how opportunities should reach your team.
Build and refine a company map using available business information and maintained market intelligence. Research connects the operating profile, relevant developments and decision-makers to your objective, with unanswered questions carried forward for discussion.
Prepare a credible reason to approach each segment, manage outreach and follow-up, and review responses in context. Interest, timing and fit need to be established through direct engagement.
Document the context around held conversations and your assessment of their relevance. Your feedback on fit, timing and missing information informs the next search. A booking alone does not establish an actionable opportunity.
Working together
Parkmont manages the research and engagement work within the agreed scope. Your team provides the thesis or client criteria, handles substantive commercial decisions, and tells us which conversations merit further attention.
The shared record preserves the reasons behind an approach, what has been learned and the next step. That makes the work useful beyond an initial introduction and allows the search to develop as your priorities change.
How our market intelligence informs the workIndustry context
Sector knowledge helps distinguish superficial similarity from a company worth investigating. Explore the operating markets behind our research.
Production capabilities, end markets, capacity and customer relationships.
Specialist expertise, delivery models and the customers a business serves.
Private equity firms, independent sponsors, M&A advisers, and commercial lenders need a defined view of the companies they want to reach. Parkmont develops that research and qualification process. For B2B financial services, fintech, and commercial insurance businesses, revenue advisory applies the same discipline to winning suitable customers.
Explore the sectors and operating situations we consider.
Deal origination
Start with your acquisition thesis, advisory focus or lending criteria, and the gaps in your current origination process.
Discuss your origination priorities