Define fit and exclusions.
We document the company characteristics that matter, the intended conversation, and the reasons an account should be excluded. A recognizable company name alone is insufficient.
Our industries
Financial services & private capital.
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.
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The commercial context
Start with the company you want to reach.
An acquisition target, a prospective advisory client, and a commercial borrower require different briefs. We define the relevant company profile before research begins.
For private equity firms and independent sponsors, the brief can distinguish a platform business from an add-on and specify sector, geography, ownership, and operating characteristics. For M&A advisers, the objective is a relevant owner conversation about a potential advisory need. For lenders, research follows the business profile and stated lending criteria.
B2B fintech providers, commercial insurance businesses, and specialist financial service firms face a different commercial question: which organizations need their offering, and who owns that decision? We separate customer development from acquisition and lending origination so each conversation has a clear purpose.
Market intelligence
Company developments that inform the brief.
Signals help decide where to investigate. They do not establish that an owner wants to sell, a company needs financing, or a buyer intends to purchase.
- Ownership and leadership
- A leadership appointment or publicly disclosed ownership change can inform research into decision responsibility and the company's direction.
- Acquisitions and expansion
- New locations, acquisitions, and added capabilities provide context for operating priorities and possible gaps in a wider strategy.
- Debt and lending activity
- Disclosed financing and direct lender conversations help organize lending criteria. Current appetite and the specific business requirement still need confirmation.
- Hiring and product changes
- New finance roles, technology programs, or service launches can prompt relevant questions for a fintech, insurance, or specialist services provider.
Opportunity qualification
Apply the criteria before committing more time.
Establish the situation.
Research and engagement clarify decision responsibility, interest, timing, and the information still missing. Preliminary information remains distinct from verified financials, underwriting, or due diligence.
Record client acceptance.
A qualified opportunity is one your team accepts as relevant and pursuable after a held conversation. We retain the context and agreed next action; a booked meeting alone does not count.
Relevant practices
A clear scope for each objective.
Origination covers company research, sourcing, engagement, and qualification. It does not include transaction execution, valuation, investor solicitation, fund placement, or LP fundraising.
Deal origination
Build a considered approach to companies that fit an acquisition thesis, advisory client profile, or commercial lending brief.
Revenue advisory
Develop demand for a defined B2B offering, with attention to buyer responsibility, commercial value, and the requirements of your sales process.
Discuss the companies you want to reach and what would make a conversation worth pursuing.
Discuss your origination priorities