Skip to main content

Capability 02 · Find

Which ones should we go after first?

Find the highest-conviction targets, programs or borrowers. Originate bilateral acquisition and AI-native tuck-in targets outside banker auctions, cross-reference institutional RFP awards and manufacturing tolerances against funded programs, and qualify mid-market borrowers and commercial accounts.

You getScorecard and shortlist: AI research, checked by our analysts.

Discuss your projectSee what you receive ↓

What you get, and what you provide

Scorecard and shortlist.

Turn a fragmented sector or tender pipeline into a conviction shortlist. We score acquisition targets, funded programs, suppliers or borrowers on your criteria, with sources and evidence gaps beside every rank.

Who it is for
Buyout funds, corporate development teams, prime contractors, commercial lenders and advisory practices.
What you get
A ranked, editable shortlist across targets, tenders or borrowers, with per-entity briefs, capability or credit flags and source references.
Format
Spreadsheet with editable weights and per-company drill-down; document; slides on request.
Scope and timing
Scope, formats and delivery dates agreed before work starts.
What you provide
The target universe or tender pipeline, your technical or financial screening criteria, and a contact on your team to agree the scope with us.
Refresh
On your calendar, when the deal pipeline, tender schedule or loan book changes.

Every score sits beside the technical certification, permit, financial signal or program requirement that produced it. Change the weights and the shortlist re-sorts; where a figure is unverified, the cell stays flagged.

Evidence behind one score · Target BIllustrative

Program & certification fit — Strong

high
  • Quality registry[Certificate]“Holds active aerospace and welding certifications across main plant.”
  • Trade press[Interview]“Management comment on defence backlog; not independently verified.”
Analyst reviewAnalyst
Fictional target and sources; the format is what you receive.

How we run it

  1. 01You

    Define the acquisition, tender-capture or lending decision the shortlist serves.

  2. 02Together

    Agree the universe, the technical or financial criteria and the weights.

  3. 03AI agents

    Cross-reference companies, permits, certifications and financial signals against your criteria.

  4. 04Our analysts

    Challenge rankings, verify corporate ownership and explain the top-ranked targets; unverified figures stay flagged.

  5. 05You

    Take the top targets into bilateral outreach or diligence, and re-weight the model as priorities shift.

Scope boundaries

The engagement covers research and analysis. The following are outside this work:

  • An exhaustive private-company universe.
  • Precise revenues from proxies.
  • A guarantee of who will take the meeting.

How to start

One question, a fixed fee, a first read in days.

Your question
One live question, with the decision it serves.
What comes back
A reviewed answer with a point of view (a ranked shortlist, a diagnostic or a plan), with every source and anything unverified flagged.
The fee
The fee is fixed and agreed before work starts.
The timing
A first read in days, not weeks, then the reviewed brief on the date we agree.

We can provide regular research updates after the first project.

Anonymized engagements

A typical engagement.

Anonymized examples of delivered work.

140 → 12

An advisory firm

The question
Which of roughly 140 organizations in one market should our partners pursue first?
Scope
Every organization in the market, scored against the practice’s own service lines.
What we delivered
A scan of the market, a ranked shortlist of about 12 priority targets, and an opportunity matrix showing where the value sits at each.
What happened next
Partners used it to decide which organizations to approach first.

Commercial outcomes

Outcome programs powered by this capability.

Opportunity Assessment & Tender Capture

Focus commercial capital and bid budgets where you can win and expand margins.

Explore outcome program

Pre-LOI Diligence & Valuation Bridges

Originate off-market targets and stress-test seller claims pre-LOI.

Explore outcome program

All six outcome programs

Start with one question

Which targets should your team take into diligence?

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.

Discuss your project