Business Owners • Private Equity Funds • CorpDev

Your Fractional M&A Department

Done-For-You Deal Sourcing + Pipeline Management

(for Qualified Acquirers ONLY)

QUICK OVERVIEW:

The Fractional M&A 11-Pillar Pipeline System

#1. Raw Data List Building

#2. List Scrubbing & Grading

#3. Deep Dive Manual Skip Tracing

#4. Campaign Creation & Review

#5. Outbound Cold Calling

#6. Outbound Cold Email

#7. Social Direct Messaging

#8. Contact Form Messaging

#9. Seller Pre-Qualification

#10. Appointment Setting

#11. Ongoing Follow Up & Lead Nurturing

« Click here to skip ahead for an in-depth review of all 11 Pillars »

A New Approach to Filling Your Acquisition Pipeline

We Help Qualified Acquirers Generate a Steady Flow of Direct-to-Seller Deals

All While Working Closely With You & Your In-House Team to Ensure Maximum Deal Flow Efficiency

If you want to grow via acquisition, ideally targeting 2 – 4+ acquisitions per year (or more), Fractional M&A was built for you.

Our Founding Team are Acquisition Entrepreneurs too, who built this solution as a result of their own frustrations trying to source & acquire deals using traditional channels.

Fractional M&A was built with one goal:

Build the most dependable system for scaling a direct-to-seller (off-market) acquisition pipeline.

This is all accomplished through our proven 11-Pillar Pipeline System.

The 11 Pillar System is a step-by-step done-for-you implementation with a consultative mentality. We are constantly adapting, evolving, improving, and working in close collaboration to you & your in-house team.

The end goal is always the same: more profitable acquisitions, faster.

The question is: what needs to happen for your business to make that a reality?

Wondering If Fractional M&A Makes Sense for You?

We Source & Pre-Qualify Direct-to-Seller Deal Flow

Done-For-You Proprietary Business Acquisition Pipeline on Autopilot

Your NEW Way to Do More Profitable Deals, Faster, Without Wasted Effort (or Costly Delays)

When it comes to filling your M&A pipeline with high quality acquisition opportunities, until now, you’ve essentially had 3 options:

Browse Companies Listed “For Sale”: Searching marketplace sites, cultivating relationships with Business Brokers, then waiting & hoping for the right deals to cross your desk.
Hire Lead Generation Agencies: Generating top-of-funnel Seller Leads, which you’ll have to painstakingly pre-qualify & follow up on (potentially for years to come) to achieve any success.
Build an In-House M&A / CorpDev Department: The ultimate best choice if your scale supports it, but it’s very expensive, and even then might be leaving gaps or wasting resources.

At the end of the day, all of these options are good…

… But they’re all missing one key component:

A Done-For-You Approach to Deal Pipeline Management.

All the other solutions out there are focused on either very top-of-funnel (Lead Generation), or very bottom-of-funnel Deal Due Diligence & Analysis.

The gap in between is where deals are made:

Relationship Building, Lead Nurturing, and never-ending Follow Up!

Fractional M&A solves for this by not only building your proprietary, direct-to-seller pipeline (top-of-funnel Lead Gen), but also providing a highly qualified Inside Sales Agent (ISA) team who pre-qualify & nurture relationships for you on autopilot (middle-of-funnel).

The goal of maxing out your deal flow accomplishes more than just a better IRR on capital deployed: it will also free you & your in-house team to focus on higher-level strategic acquisition activities.

Wondering If Fractional M&A Is Right For You?

Done-For-You Deal Sourcing & Pipeline Management*

*Exclusively for Qualified Acquirers

For Acquisition Entrepreneurs, By Acquisition Entrepreneurs

We Built Fractional M&A to Solve a Problem We Faced Ourselves:

Missing Out on Direct-to-Seller Deals, Because We Didn't Have Sustainable, Systematic Procedures

Fractional M&A was founded by Marshall Hatfield:

His greatest experience has been working on the Buy-Side in his own in-house Search Fund, and as Deal Sourcing M&A professionals for large institutional buyers.

Beyond Hatfield, our leadership team has their roots in strong Marketing & Sales backgrounds, allowing Fractional M&A to be built from the ground up using a best-in-class tech stack, pre-built SOPs, and proven Phone Scripts & Message Templates from our own in-house Campaigns.

We do this for ourselves, and recognized the need for a more scalable solution available to other Acquisition Entrepreneurs.

However, there is one major issue with all that:

In spite of our excellent systematization & automation, Fractional M&A is highly UNscalable!

Our Co-Founders are involved, hands-on, in every new Client’s onboarding.

That means we can only take on a very limited number of new Clients, and almost always have a waiting list. (More on this below.)

Wondering If Fractional M&A Is Right For You?

Done-For-You Deal Sourcing & Pipeline Management*

*Exclusively for Qualified Acquirers

There's a Good Reason You Haven't Done This Yourself...

In Fact: There Are 3 Major Reasons Most Acquisition Entrepreneurs Miss Out

It's Normal to Only Have 2 or 3 of the 11 Pillars (or NO Direct-to-Seller Deal Flow AT ALL!)

At the end of the day, any Acquisition Entrepreneur could implement & build this entire 11-Pillar System in-house for yourself.

Fractional M&A is not right for everyone:

Because if you are well equipped to deploy these same 11 Pillars, including all necessary people, processes, and knowledge for a 100% in-house M&A operation, you should do it!

However, that is not practical for most Acquisition Entrepreneurs.

In fact, we’ve seen it so often now, we’re able to identify 3 key scenarios where Fractional M&A is worth considering:

#1. You don't have the time or bandwidth to Do-It-Yourself.

Setting all this up in your own operation is extremely time consuming, and requires a wide variety of specialized knowledge (from CRM Customization, to Telemarketing Campaign Management, to Data Scraping & Skip Tracing).

Unless this is your natural habitat & skillset, if you’re pressed for time or bandwidth, it obviously makes sense to bring on an outside specialist like Fractional M&A, with a proven track record of building scalable acquisition pipelines.

When you need to get more deals done, faster…

… The last thing you want to do is waste days, weeks, or even months, reinventing the wheel & fiddling around with new marketing strategies or tech tools.

#2. Your in-house M&A / CorpDev Teams have gaps.

Most M&A Departments are full of high paid financial experts or salespeople.

They’re analysts, closers, deal makers, and networkers…

… But probably not CRM nerds, marketing gurus, or hardcore cold callers.

Plus, chances are, your in-house M&A Team is getting paid a LOT more than $25 per hour, so it doesn’t make sense to burden them with these types of lower-level, repetitive tasks.

This is a scenario where it makes sense to utilize Fractional M&A as your top-of-funnel / Junior Acquisitions Team, maximizing your deal bandwidth, and boosting your ROI on in-house team efforts.

#3. You're looking to do more deals, faster.

Fractional M&A is the most efficient approach to rapidly building out your deal sourcing & pipeline management operations. Thanks to our highly systematized approach, running on a tier 1 tech stack, we can add enterprise-level back-office scale to your operations faster than anyone in the industry.

For the right price, and with a committed in-house team on your end, we could take you from 1 to 2 opportunities per month, to a nationwide campaign generating 100 – 200 opportunities per month, all over the course of a few weeks.

If you’re not in at least 2 or the 3 above scenarios, chances are:

Fractional M&A might not be a good fit for you.

We offer one highly specialized solution, to solve one very particular problem faced by Acquisition Entrepreneurs.

We only work with established acquirers who have successfully completed at least 1 – 2 deals in the past, and have a proven approach to growing via targeted acquisitions.

However, if that describes your situation, what we’ve built here was designed to solve the exact same problem in our Co-Founders’ deal pipelines:

We’ve proven the 11 Pillar Fractional M&A System in action ourselves, and continue to use the exact same approach that we’re offering here today.

We’re both service providers and customers.

And if you’re facing the same problems as we are:

Scalable, direct-to-seller Deal Sourcing + Pipeline Management…

… Then Fractional M&A was built just for you.

How It Got This Way (and Why the Industry Is Still Stuck)

There Are 3 Main Stakeholders in Main Street Mergers & Acquisitions Today

NONE of Them Specialize in Building Direct-to-Seller Pipelines for Acquisition Entrepreneurs

The Fractional M&A Founding Team encountered all of the “3 Major Reasons” described above in our own acquisition journeys.

After extensively analyzing over a million on-market Small Business Sales, and building out proprietary Deal Sourcing Systems in our own operations, as well as for client companies we’ve advised:

We discovered the way the industry brings deals to market was fundamentally broken.

The Main Street “Secondary Market” for Small Business M&A is totally focused on the Seller (with a minor attention to the Business Broker, who still ultimately feed off the Seller).

Let’s illustrate with a few examples.

Essentially, other than the sellers themselves, there are basically 3 main stakeholders in the Main Street M&A world:

While all 3 play an extremely valuable role in the deal flow pipeline…

… None of them are built to cater to you:

The Acquisition Entrepreneur

If you’re on the Buy-Side, with a solid track record of completed acquisitions, and plenty of capital to do more deals…

… You’ve probably noticed that there are no purpose-built solutions to overcome this specific problem for you (until now!).

Examining the 3 Main Stakeholders in Main Street M&A

Below, we’ll briefly examine each of the 3 main stakeholders.

This will quickly illustrate how & why none of them have interests aligned with yours, clearly showing the glaring hole in the marketplace Fractional M&A was built to fill.

STAKEHOLDER #1. Business Brokers.

While it’s common knowledge that Business Brokers can be hit or miss (at best)…

… The biggest issue for most Acquisition Entrepreneurs is that almost all Business Brokers are ultimately focused on the sell-side.

The majority of Business Brokers make their money via sell-side commissions (paid for out of the Seller’s settlement at closing).

This puts a significant emphasis among Business Brokers to source Sellers, and then essentially broadcast their Listed “For Sale” Opportunities to a database of Buyers (plus potentially marketing it to the public via Platform Sites and Social Media).

On the buy-side, as the Acquisition Entrepreneur, you’re pretty much left to cobble together your own network of as many Business Brokers as you can keep in touch with (while spending your free time browsing Brokers’ listings on the Platform Sites).

While there are indeed some very good Buy-Side Business Brokers, they are typically not going to be offering any solution that builds a proprietary, direct-to-seller deal pipeline exclusively for your eyes only. At the end of the day, these Brokers work for themselves (not your business).

That’s why Fractional M&A was built on a Retainer + Success Fee model, only offering engagements built around “territory-based” exclusivity.

Instead of working as an independent Business Broker / Intermediary, we function as an extension of your direct team, exclusively working for you (and only you) within your specific Buy Box.

When we’re sourcing deals for you, they’re only for you. You’ll always have right-of-first-refusal, and total control over the fate of any opportunities generated during our time working together.

STAKEHOLDER #2. Platform Sites

What would the Main Street M&A world look like without BizBuySell?

If you’ve ever even thought about buying a business, you’ve probably checked out their site, and others like it (Baton, Bizquest, Flippa, etc).

The Platform Sites are essentially databases of publicly listed Companies For Sale, most of which are listed by Brokers.

Thousands of businesses are bought & sold through these Platform Sites, and you can really find some good deals this way. There are even advanced searching & filtering methods we’ve developed to maximize results from these sites, while significantly automating the more repetitive tasks.

However, most of the best companies never make it to a site like BizBuySell.

Many of the most desirable assets are sold off-market, either as a Business Broker’s “pocket listing,” or directly between Buyer & Seller.

There is no public marketing.

Most people never even know the company is for sale, then one day they’re under new ownership.

These types of proprietary “backroom” deals are where you’ll find many of your best acquisition opportunities (but you’ll never find them on Platform Sites).

In short:

Platform Sites are great, and you should almost definitely use them as a buyer…

… but they still leave a major gap in your acquisition visibility.

(Plus, Platform Sites tend to serve certain niches & verticals much better than others, which means if you’re one of the under-served, the Platform Site might be essentially useless.)

That’s why Platform Sites should play a potentially important, but ultimately limited role in your overall deal sourcing approach.

STAKEHOLDER #3. Lead Generation Services

The last significant stakeholder on the Deal Sourcing stage —which is also probably the newest of the bunch — are Lead Generation Services.

These are typically digital marketing agencies that specialize in one or two areas, like Cold Email or Paid Ad Management (Facebook, PPC, etc).

There are many excellent Business Seller Lead Gen Services, and we expect many more will continue to appear as the industry grows over the coming years.

We even use some of these services ourselves, on our Clients’ behalf, because we can get special volume discounts + VIP treatment due to our bulk buying across multiple Campaigns & verticals.

While potentially a very good investment…

… Business Seller Lead Generation Services are a double edged sword:

If you have a good acquisition sales process to follow up, nurture, and convert the Seller Leads you’re generating, this can be one of your best ROI options.
However, if you aren’t well equipped to deal with a bunch of low-intent, top-of-funnel Leads on a consistent & systematic basis, it’s very easy to get overwhelmed with Lead Gen Services, and end up wasting your money + converting nothing.

The key to running a successful Acquisition Pipeline is systematic, persistent follow up.

It’s a lot of work, and takes the right tools & procedures to function efficiently, long-term.

If you don’t already have this, or aren’t planning on committing to building it into your operations, purely top-of-funnel Lead Gen Services can be a major liability & waste of money.

Wondering If Fractional M&A Is Right For You?

Done-For-You Deal Sourcing & Pipeline Management*

*Exclusively for Qualified Acquirers

Now Is the Time to Ramp Up Your Acquisitions ASAP

The "Great Retirement" Is a Once in a Lifetime $11 TRILLION Wealth Transfer

10,000 Baby Boomers Reach Retirement Age Daily; 20% Own Businesses & 68% Have No Exit Strategy!

There’s a once-in-a-lifetime reason that RIGHT NOW is the best time to grow via acquisition that most of us will ever see:

The Great Retirement

The majority of Small Business Owners are at, or approaching, retirement age.

The Baby Boomers, our most populous generation, reach retirement age at the rate of 10,000 per day.

About 2 in 10 of them them have some type of ownership in a small business.

Of those Small Business Owners, upwards of 68% of have no exit strategy or succession plan.

Their kids don’t want to take over.

Someone is going to need to take over all these operations when the owners retire.

Who is in a better position than you?

Whether you’re an Owner-Operating in the same (or similar) industry, and you’re looking to grow your existing operations via outside acquisitions…

… Or whether you’re managing an institutional pool of capital with a mandate to expand & acquire operating companies in a particular market, niche, or vertical:

Now is the time to go full-speed-ahead on your Acquisition Pipeline!

That is the fundamental thesis behind Fractional M&A:

Many people are going to need to sell their business over the next 7 – 10 years.

The best possible acquirers are those who are already in the business, have completed other successful acquisitions, and are looking to further accelerate their outside growth.

Our goal is to maximize your acquisition efficiency & scale your deal pipeline with a steady flow of pre-qualified, direct-to-seller opportunities.

Time Is Of the Essence, But Fractional M&A Moves Slowly...

While we have the industry’s most robust & proven system when it comes to a done-for-you, direct-to-seller Deal Sourcing & Pipeline Management solution…

… There is still one major downside to working with Fractional M&A:

We must take significant care launching each new Client’s Campaign (with direct, hands-on involvement of our Co-Founders & Leadership Team).

This means we can only launch a very limited number of new Campaigns each month.

This also means we are frequently stuck with more demand than we can supply, leading to waiting lists.

At Fractional M&A, quality will always come before growth.

That’s because we make the majority of our money when you close Deals:

An unsuccessful or lackluster Campaign is a waste of both our times.

Which means we need to carefully guard our time to ensure we can provide a VIP white glove service to all of our Clients.

This significantly limits our own scalability, meaning if you are urgently ready to build your pipeline, you’ll need to act fast!

If you’re interested in leveraging Fractional M&A to build your acquisition pipeline, the best bet is securing your spot on our waiting list immediately to ensure a timely launch before other Acquisition Entrepreneurs beat you to it.

We Built Fractional M&A Because We Love Doing Deals!

This Done-For-You Solution Is Based on Our Own In-House Systems

We've Tried & Tested Every Solution on the Market... Now Let Us Save You the Trouble & Help You SCALE

When our Founding Team first started sourcing direct-to-seller deals, it was a mess.

Co-Founder Deep Johal has been two types of entrepreneurs: an in-house startup entrepreneur, and an Acquisition Entrepreneur, both advising roll-up funds & conducting his own roll-ups in the UK and USA. He’s spent years building up 8-figure dollar deal pipelines from scratch.

Co-Founder Marshall Hatfield got his start in the art of deal sourcing two ways at once: running buy-side cold calling campaigns through his VA company, and deploying investor capital on multifamily properties for a real estate fund. He’s a huge marketing operations nerd, with a library of proven processes, and a background in building custom CRMs and Marketing Automation Systems.

Deal Sourcing and Pipeline Management are all we’ve ever done:

Our team has tested every possible technology, tool, service, and system.

We’ve experimented to find what works best, and even created meta-systems to clone our approach across industries.

The 11-Pillars Pipeline System has been built over decades of testing & refining a wide variety of marketing channels & sales strategies, always with one core focus:

Deal Sourcing and Pipeline Management.

We’ve learned our lessons the hard way:

Failed Campaigns, wasted ad budgets, missed opportunities, and all the rest.

We’ve analyzed all the options, and found what works through painstaking effort & expense.

And what we’ve built here with Fractional M&A is a replica of exactly what we use ourselves.

We’re happy if we can save you the wasted effort!

Plus, we’ve already gone through the trouble to build out all systems, processes, and people to get it all done like clockwork:

☑ Everything we do is systematically is documented & centrally organized…

☑ With Analytics & CRM systems tracking everything in real-time…

☑ Reporting KPIs and optimizing performance based on continuous measurements…

☑ All seamlessly delivered via custom tailored, done-for-you retainer based solutions.

At the end of the day, we love doing deals.

And we’ve found the best way to facilitate more deals is by enabling Acquisition Entrepreneurs like you, by applying our unique knowledge of Deal Sourcing & Pipeline Management.

If we can help you remove grunt work & low-level tasks from your plate, so that you can then go out there & close more deals, faster, it will pay off for both of us.

That is the idea of Fractional M&A.

Wondering If Fractional M&A Is Right For You?

Done-For-You Deal Sourcing & Pipeline Management*

*Exclusively for Qualified Acquirers

How Exactly Does It Work? The 11-Pillar Pipeline System

Revealing Our Direct-to-Seller Approach for Deal Sourcing & Pipeline Management

The biggest challenge with successfully building a direct-to-seller deal sourcing system is complexity:

To check all the boxes, you need cover at least 5 or 6 unique areas of expertise (data, lead gen, outsourcing, email, sales, marketing, automation, and more).

Plus, if you want to maximize results, you’ll need a tech stack that costs thousands per month.

We’ve already built all that, and have a scalable systems for the easy parts.

You’ll still need to handle the higher-level buy-side discussions & Due Diligence.

You still have to close the Deals!

With our unique 11-Pillar System, we can handle all the grunt work, from initial List Building, all the way through to Seller Pre-Qualification and never-ending Ongoing Follow Up & Nurturing.

We’re big time data nerds, and have enterprise subscriptions for many of the best B2B tools.

Plus, our in-house tech team includes data scraping wizards, who can extract any data from the open web to build the perfect Target Lists for companies that fit your Buy Box.

We will not only find & source Raw Data, but we’ll also append additional Decision Maker Contact Info wherever possible (using top quality tools like Apollo, Seamless, Hunter, and more).

During the initial setup phase, List Scrubbing & Grading is the most difficult and time consuming activity.

This entails manually filtering through all the Raw Data compiled during Pillar 1 to start identify the best targets (and eliminating false positives).

We accomplish this through a combination of custom Process Development & in-house Virtual Assistants: building out SOPs & Training Videos to train our AI-assisted VAs how to properly rank & grade companies according to your unique Acquisition Criteria.

Sometimes this involves scoring everything with a simple “Yes” / “No” / “Maybe” … or it can be as complicated as grading every asset (e.g. “A,” “B,” “C,” etc) as well as adding additional datapoints that will help prioritize all our future outreach efforts.

Once we have our Target Lists built and Scrubbed & Ranked, we’ll initiate an ongoing background process that will continue throughout the future of this Campaign:

Deep Dive Manual Skip Tracing

This is the practice of researching hard-to-find Decision Maker Contact Info.

It’s called “Skip Tracing” because the concept originated in the debt collection business.

We have specially trained in-house Virtual Assistants who essentially operate as low-level Private Investigators: tracking down your Decision Maker via all possible channels, even potentially resorting to spouse & family member Contact Info!

This type of “detective style” research is only necessary & worthwhile for High Value Targets (HVTs), but when it counts, it can unlock opportunities that otherwise would be out of reach.

HANDS-ON IMPLEMENTATION by Fractional M&A Co-Founders

When we have a clear picture of your potential acquisition targets, it’s time to build out all the compelling messaging necessary to attract them as potential sellers.

While we have a library of proven Templates, ranging from Phone Scripts, to Cold Emails, to Drip Sequences, every Campaign we launch is unique!

It must be unique, and it must capture true & compelling value propositions based on your brand.

One of the most critical factors in our ability to achieve success for you is uniqueness.

This is why the Fractional M&A Co-Founders are involved in Campaign Creation for every new Client:

For us to build a highly profitable Deal Pipeline on your behalf, we need to collaboratively identify & craft an unbeatable pitch that gets Sellers wanting to sell to you (and nobody else).

While we’re tech savvy nerds who love to leverage every software & platform available when it comes to Lead Generation…

… When it comes to buying companies, we’ve found that nothing beats an old fashioned phone call!

That’s why Outbound Cold Calling is the very first Pillar of actual outbound direct outreach.

Not only will our expert in-house Inside Sales Agents (ISAs) start immediately connecting potential Sellers over the phone, they’ll also rapidly learn insider knowledge from the local business owners we speak to.

Some of our greatest lessons in messaging & Deal Sourcing have come directly from comments received during a cold call to a business owner!

Plus, it’s a great networking opportunity to find other viable deals & referrals.

Cold Email is a very powerful, but potentially very annoying Lead Generation channel.

It can be annoying to the recipient (nobody likes SPAM).

And it’s definitely annoying for the marketer, particularly when it comes to the technical burdens like domain warming, deliverability, sender IP, DMARC, DKIM, SPF, and spam blacklisting.

All of that is not to mention your actual messaging!

How will find your winning message sequence?

When you combine these issues with the burdensome task of monitoring & filtering replies, then maintaining back-and-forth email conversations with interested parties, and it’s easy to see why many Acquisition Entrepreneurs eventually fail at Cold Email.

Fortunately, we’ve already gone through all stages of the learning curve, and can handle everything for you on 100% autopilot.

Social Direct Messaging means targeted outreach (via DMs / InMails / etc) to your target audience on Social Media.

While lesser known, it’s similar to Cold Email in many ways:

It can be intrusive to the recipient (again, triggering their SPAM reflex).
Major technical know-how is required to avoid getting your account(s) banned.
While potentially high-ROI, it’s not a fit for every Campaign.

That last point is especially true for Social Direct Messaging:

There are a significant portion of Acquisition Campaigns where it simply won’t work.

When you’re in a niche or industry where this approach performs well, you’re very lucky, because this can be a very low-cost, high-ROI channel.

However, it’s not right for everyone.

We can help you evaluate the option, and if it’s viable, our approach will test & manage it 100% done-for-you.

Last in the trio of Digital Direct Outreach (after Cold Email and Social Direct Messaging) is the often overlooked channel of Contact Form Messaging.

It’s just what it sounds like:

Reaching out to your Acquisition Targets via their website’s “Contact Us” page.

This one is rarely effective, as most industries do not see their senior Decision Makers actually reviewing anything that comes in via the website’s Contact Form.

However, in scenarios where it is effective, it can also be your #1 channel!

While other potential Acquirers might use Cold Email and even Social Direct Messaging… almost no one uses Contact Form Messaging at scale.

We are experts in this channel, because we’ve worked in multiple verticals where it was our top performing channel. Therefore we’ve had multiple opportunities to build highly successful Campaigns driven by Contact Form Messaging (and know what it takes to replicate in your business, if there’s a fit).

One of the most time-consuming tasks when it comes to building & manaing your Acquisition Pipeline is Seller Pre-Qualification:

Collecting key information about potential Sellers, to confirm their viability as a potential Deal.

This general includes 2 crucial factors:

Getting accurate answers for a carefully defined list of Pre-Qual Questions.
Collecting basic Pre-Qualification Documents (like P&Ls or Balance Sheets).

At the highest level, your Pre-Qualification Process needs to happen in-house, with your Senior Leadership, Investment Committee, and / or in-house CorpDev + M&A Departments.

However, there is always going to be annoying “cat herding,” chasing down important answers & collecting basic documents from the potential Seller. These are almost definitely well below the paygrade of your in-house team(s).

That’s exactly why Fractional M&A is a perfect augmentation to help out during this stage of early Due Diligence (freeing your in-house team to focus on higher-level & more senior tasks).

Chasing down key Decision Makers to have significant discussions about a potential Merger or Acquisition is always going to be complex:

In many cases, you’ll need to speak to multiple stakeholders (all of whom have different availabilities).

Plus, chances are, you’ll probably go through multiple rounds of calls & in-person meetings before you even start full Due Diligence.

When it comes to Appointment Setting, you can leverage Fractional M&A’s team to chase down key stakeholders, find potential overlapping availabilities, and get everyone booked directly onto your calendar.

We can even help you set up a dedicated calendar link for scheduling purposes, and to send out Calendar Invites and reminders to all attendees (all without you lifting a finger).

By far, the most difficult & time consuming element of Deal Making is the long-term follow up!

It you look at the 11-Pillars as a whole, and break them down by the amount of hours of necessary to get deals done, Ongoing Follow-Up & Lead Nurturing is probably 50% of the time investment.

While, from a purely technical standpoint, it’s one of the easier activities required…

… It’s also the most labor intensive.

This is why the #1 area in-house M&A Departments drop the ball is on follow up.

It’s not unusual for a deal to take 12+ months from first-contact to closing. Plus, some of the best deals you’ll ever close will likely be from relationships that began 5+ years in the past!

If you have a strong acquisition drive, the entire Fractional M&A Done-For-You solution could be worth it for this 11th pillar alone.

Improving your follow-up (ideally on a never-ending timescale) can multiply your deal flow by 10x:

You can go from closing 1 deal out of every 100 opportunities (1% closing ratio), to 1 deal out of every 10 opportunities (10% closing ratio), just by following up more consistently, for longer.

This is our number 1 area of expertise, and our entire approach is built with the mentality that every top-of-funnel Lead will ultimately be nurtured in our Manual + Automated Follow Up System forever.

Fractional M&A = Top Results (for a Fraction of the Cost)

In-House M&A Is Expensive, and Your Time Can Be Better Spent

The 11-Pillar Pipeline Focuses on Delegating Top-of-Funnel Tasks So You Can Focus on Doing Deals!

The average base salary for a Private Equity Associate is about $103,700 per year.^[source]

Working full-time, that comes out to about $50 per hour.

Executives are 3x to 5x that.

Ultimately, your high-paid in-house M&A Operations need to focus on doing deals!

Every hour wasted on low-level, delegateable tasks represents lost opportunity (plus thousands of dollars down the drain).

Plus, in-house M&A Personnel are typically specialized in deal making tasks like:

due diligence,
financial analysis,
negotiation,
deal structuring,
closing.

Those extremely difficult & time consuming tasks leave little time or bandwidth for marketing nerd stuff, like:

sourcing lead data,
grinding out cold calls,
managing cold email servers,
implementing never-ending follow-up systems.

That’s exactly where a solution like Fractional M&A fills the gap:

By taking the grunt work off your plate, you can focus on deals deeper down the pipeline.

Plus, we are able to achieve economies of scale on these mostly menial marketing & sales support tasks:

If you did what we do, in-house, it would cost 3x – 5x as much!

Our typical retainers start at about $3,000 per month (per territory), meaning you can get a full suite of marketing & sales systems implemented on a done-for-you basis for 1/3 the cost of even just one Junior M&A Associate!

If you’re interested in getting started, the first step is a free Strategy Call.