Mastering Off-Market Deal Sourcing
O7Capital is a full-service deal sourcing firm that helps investment groups create an exclusive off-market deal flow based on their criteria.
Our working process
We adhere to a streamlined process that effectively assists our partners in evaluating and selecting favorable deals that align with their specific requirements.
01
Understanding Client Requirements
Our team conducts a meticulous analysis of our clients' investment criteria, placing particular emphasis on factors including geographical location, liquidity, asset classification, deal magnitude, as well as entry and exit strategies.
02
Creating a Qualified Pipeline
Drawing from our client's unique strategy, our research department identifies lucrative opportunities and profiles key targets. Consequently, we compile a comprehensive pipeline consisting of potential deals and selling groups that meet the established criteria.
03
Facilitating Exclusive Off-Market Deal Flow
Once the custom pipeline is deemed qualified by our client, we actively engage with potential opportunities. This involves securing exclusive mandates and gathering comprehensive business intelligence, prioritizing aspects such as opportunity assessment, selling status, financials, and estimated pricing.
04
Coordinating a Productive Negotiation
Our project manager meticulously schedules and coordinates negotiation meetings, while focusing on preparing the groundwork. The process involves providing relevant background information, documentation, and an agenda, equipping participants with the necessary resources for a comprehensive understanding of the deal and its implications. This proactive approach fosters productive discussions and empowers both parties to make informed decisions for successful outcomes.
Our working process
We adhere to a streamlined process that effectively assists our partners in evaluating and selecting favorable deals that align with their specific requirements.
01
Understanding Client Requirements
Our team conducts a meticulous analysis of our clients' investment criteria, placing particular emphasis on factors including geographical location, liquidity, asset classification, deal magnitude, as well as entry and exit strategies.
02
Creating a Qualified Pipeline
Drawing from our client's unique strategy, our research department identifies lucrative opportunities and profiles key targets. Consequently, we compile a comprehensive pipeline consisting of potential deals and selling groups that meet the established criteria.
03
Facilitating Exclusive Off-Market Deal Flow
Once the custom pipeline is deemed qualified by our client, we actively engage with potential opportunities. This involves securing exclusive mandates and gathering comprehensive business intelligence, prioritizing aspects such as opportunity assessment, selling status, financials, and estimated pricing.
04
Coordinating a Productive Negotiation
Our project manager meticulously schedules and coordinates negotiation meetings, while focusing on preparing the groundwork. The process involves providing relevant background information, documentation, and an agenda, equipping participants with the necessary resources for a comprehensive understanding of the deal and its implications. This proactive approach fosters productive discussions and empowers both parties to make informed decisions for successful outcomes.
30+
Locations
100+
Exclusive Deals
$20B+
Inventory Worth
Powerful Connections
We're proud to say we’ve created connections between investment firms and companies in more than 6 industries.
Ready? Your next successful
acquisition starts here.
Send us a message.
Ready? Your next successful
acquisition starts here.
Send us a message.
Contact us now and tap into our exclusive network in over 5 countries around the world.
- Dallas, TX, United States.
- Office: +1 214-699-6039
- contact@o7capital.com
© 2023 O7Capital
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