Proprietary
Sourcing

Our Process


Embracing the strategy of our client sets our initial course, ensuring that from the very first step, we are moving with intention and purpose. Regardless of the acquisition strategy, our process is effective in delivering acquisition opportunities to our clients.

We work with your team to understand the ideal acquisition profile. This typically includes 2 or 3 calls with key stakeholders.

01 Strategy Alignment

Using proprietary software, artificial intelligence, and third-party research tools, we identify every company that meets your criteria.

We build a digital fingerprint of each company and analyze the strength of fit with your strategy.

02 Research

We take a thoughtful, multi-channel approach to communicate your strategy to key stakeholders. Every message is unique based on the fit of each business with the strategy.

When appropriate, we communicate with our network of sell-side advisors, attorneys, wealth managers, and other trusted advisors for warm introductions.

03 Outreach

Once an opportunity has been vetted, we make the initial connection between you and the owner(s) and assist in managing data requests, arranging meetings, and scheduling follow-ups.

04 Introduction

We help you evaluate opportunities and prepare compelling offers. We remain involved in the process up until the point of signing an LOI.

05 Support

How We Deliver Better Results

Industry-Leading Response Rates

Our upfront research and thoughtful communications consistently generate response rates far above industry averages

Quality Over Quantity

We focus on identifying, vetting, and introducing clients to companies that check all of the boxes

Full-Team Approach

Every engagement includes input from all members of the Normandy team

Market Intelligence

Our work provides clients with valuable insights into market dynamics, competitive positioning, and valuation trends

Check out our case studies to learn more about our process