What is Buy-Side-as-a-Service (BSaaS)?
Buy-Side-as-a-Service (BSaaS) combines the expertise of knowledgeable buy-side investment bankers and M&A advisory professionals with advanced customer relationship management (CRM) software, project management tools, marketing automation funnels and deal/lead tracking applications for maximizing efficiency in project outcomes. Like every other buy-side advisor, we solidify strategy, build exhaustive buy-side target lists and go after likely industry players based on pre-set, strategic parameters–all while maintaining strict client confidentiality. Unlike our competitors, our process includes greater access to big data, analytics and–most importantly–real-time project reports.
Our multi-tenant, custom-built M&A CRM provides immediate access to project progress, including reports on outreach, feedback from phone conversations with relevant targets and even the ability to provide targeted, automated follow-ups–all while tracking deal marketing effectiveness. Because our software is multi-tenant, it means that each client receives his/her own private CRM built specifically for completing transactions. In addition, the custom M&A CRM is pre-populated not only with exhaustive lists of pre-approved industry targets, but also with potential senior, mezzanine and equity funding sources that could prove essential to facilitating strategic buy-side growth through mergers and acquisitions.
A suite of self-directed software tools along with a full-service, back office advisory team
A breakdown of our typical engaged client pool
Our clients include active, middle-market companies with annual revenues in excess of $10M, private equity groups, single and multi-family offices as well as independent/fundless sponsors. We tailor both our strategy, outreach and program to match the relative models of the various groups with which we engage. Our services are best suited for businesses looking for both regular add-on and bolt-on acquisitions as well as those looking to complete even a single game-changing acquisition.