Description
A retainer engagement to run your M&A pipeline and internal deal process with discipline and speed.
Scope:
- Thesis refresh + pipeline management
- Weekly deal reviews and go/no-go decisions
- Diligence coordination and advisors orchestration
- Negotiation prep and board materials
Deliverables/Outputs:
- Weekly pipeline report
- Deal memos + IC packets
- Diligence trackers & timelines
Timing:
- Month-to-month; recommended 3-month minimum.
Assumptions:
- Min to 4 live sessions per month
- Email/Slack support during business hours
Pricing:
- Standard: $7,000/month (up to 4 sessions; email support)
- Fast: $8,500/month (priority scheduling; +2 sessions; advisor coordination)
- Premium: $12,000/month (board-level materials each month; add-on diligence blocks)
