Wholesale vs. Retail Deal Origination

January 3, 2017

We often call ourselves a wholesale provider of deal origination…but what does that mean?

First things first, we are not a buy-side firm, nor do we consider ourselves a replacement for a buy-side firm.  We do a number of things they don’t do and vice versa.

Wholesale (CAPTARGET)

Wholesale deal origination providers like CAPTARGET have a few unique characteristics as follows:

Wholesale deal origination works well for firms that:

Retail (Buy-side M&A firms)

Retail deal origination providers are distinctly different in the following ways:

Retail deal origination providers work well with firms that:

While each private equity firm we come across is different, we find that most prefer and can benefit from our more wholesale solution. If your private equity firm is looking to tap into a well proven, domestic origination resource and fits the profile of a typical wholesale origination type user, we can help you generate more deal flow (both proprietary and non-proprietary) for less money on a per introduction basis than almost any other method or provider.