Boston, Massachusetts, United States
Welcome to Equity Search Associates, Ltd., a Private Equity Buyside Advisor
PE focused Platform and Strategic Investment Services
Direct Owner Introductions in Targeted Sector Platform Investment Opportunities
ESA conducts in-depth searches for proprietary platform-sized opportunities in client defined sectors. These are direct owner discussions not involving auction processes. ESA utilizes a deep understand of client competitive advantages relevant to the target sector and adjacent sectors to differentiate approach from other intermediaries. This is combined with broad spectrum approach methodology and multiple waves of varied communications resulting in generation of interest, qualification of targets, preparation of information template and tee up of target/client calls.
Direct Owner Introductions in Targeted Sector Bolt-On Acquisition Opportunities
ESA conducts in-depth searches for proprietary bolt-on opportunities in client defined sectors, often simultaneously with the primary platform search. Similarly these are direct owner discussions, but these discussions differ in that the companies must be a strategic fit with the overall platform and owners must be willing to part with control stakes in order to achieve the necessary integration. Owners must also be open to losing their executive positions. In exchange, valuations typically are higher than pure financial investments.
Introductions to Investment Grade CEOs with Proprietary Deal Flow in Targeted Sectors
CEO-Driven Thematic Platform Searches
Roll-Up CEO and Investment Component Searches
In some sectors where there is a distinct drop off from the largest market leaders, with few middle sized companies but many small companies, a roll up can be an attractive strategy vs. a platform buy and build. ESA has direct experience finding suitable CEOs for roll-ups as well as roll-up investment components, often in a simultaneous search. In some instances the CEOs of targeted roll up component companies are suited to manage the overall platform, but typically executives who have led larger companies in similar sectors will be sought.
Pre-Closing C-Level Searches
Post-Closing Confidential C-Level Searches
Sector Expertise
ESA brings particular sector expertise for both executives and investment opportunities in the following sectors: IT Services, particularly around cyber security, data protection, forensic IT, compliance, data centers, disaster recovery, backup, business continuity, risk; logistics services, particularly relating to warehouse automation, material handling, and last mile services; forensic engineering; other loss, loss prevention, and litigation related services, multi-location healthcare services, including dental; foods and pet foods.