CAPTARGET staffs a team of US-based M&A research analysts, available on-demand, to support the research and deal preparation needs of M&A firms of all sizes.
Our M&A research support services are designed to be as flexible as our M&A clients need them to be. Short-term subscriptions and project-based options allow users to access research analysts when demand supports the cost. With pricing as low as $500 per project or $2,500 per month, how you choose to integrate our research analysts into your team is up to you.
When using CAPTARGET, firms no longer have to justify the high fixed cost of tools and personnel. All of our subscription levels allow for access to well-tooled analysts with no restriction to project volume or hourly usage – one flat monthly fee covers it all.
Our analyst staff is comprised of U.S. based M&A research professionals. Our team understands your needs, thanks to its track record and real world experience in U.S. based M&A, supporting thousands of transactions each year.
While we have a diverse skill-set, the majority of our requests fall into the following broad deliverable categories:
Gain access to an experienced dedicated analyst point of contact equipped with industry leading tools to meet your day to day research requests. As a people powered service, our model is very flexible – below is an example of the typical scope of our analyst engagements.
*Engagements include a dedicated analyst point of contact and no prospect volume limit. Additionally we do not restrict or track request count or billable hours – feel free to use your analyst as you see fit. For additional cost, add additional coverage like pitchbooks, custom projects, calling support and more to meet your specific scope requirements.
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All the needed data required to take a project to market from a dedicated research analyst on a project basis. Included are:
Turnaround time is dependent on prospect list scope with most projects completed in 10 business days.
With your project criteria we will create custom pitchbooks up to 40 pages in length.
Typical coverage includes: Executive summary, Strategic considerations, Transactional overview, Company history, Core competencies, Expansion and growth opportunities, Sales and customer information, Products and/or services, Ownership details, Management and employees, Financial information, Operations, Facilities, Industry reporting, Competition, Trade associations and Financial statements.
Best fit for buyers or sellers looking to quickly assess the value of an M&A opportunity. Included are:
Our team can help communicate your message to prospects via ad hoc email marketing campaigns. We design, set up and manage campaigns start to finish. Let data dictate future calling or follow-up actions. *Does not include prospect information.
All financial modeling is built to order. While our capabilities are diverse, we most commonly build:
Prospect lists, industry reports, valuation data (comps etc.), financial models and pitchbooks are our most common project types. We output work similar to that of the work you would receive from your in-house analyst.
We do offer discounts for firms that prepay annually.
No, but we offer discounts for clients that do execute long-term service agreements with us. Of course, it is our goal to build long lasting relationships with our clients. We ask for a 60-day service agreement with our clients and after the initial 60 days, you are free to cancel with a 30-day notice at any time.
You can cancel your account by simply notifying your analyst via email. At the point of cancellation, you will be billed your final 30 day service period. Beyond this, you have no obligation.
Most of our clients either email or call in requests directly to their analyst. Since your analyst is your primary point of contact you are free to communicate with them directly as you please – some clients even text us!
No. We are not a transactional service provider. We can help clients be more visible online, help source opportunities, help prepare transactions to go to market, but we do not take any upside in transactions.
No. We are a pay for service provider. That keeps us incentivized to treat each client equally and simplifies our engagement model.
No. Our scope is governed by the tier of subscription you purchase. Within that scope, we are available to you with no limit to time or quantity.
All of our analysts are full-time W-2 employees based in our office in San Diego, CA.
Our tooling changes often as the market for data changes. We buy the best tools we can based on our client’s needs and include many of the tools you may have previously used in the past, however since we are not a data provider per se but a provider of analyst labor, you make the request and we have to find an answer.
We have worked with hundreds of firms from around the globe. However, most of our clients are US-based, middle-market focused M&A and Private Equity firms. Our service is a great fit for small firms who lack the needed internal resources to be competitive, or for larger firms looking to either reduce fixed costs of research in-house or looking to access resources to manage overflow work.
You can easily upgrade or downgrade your subscription level with a 30-day notice. This way, if you have a series of complex projects coming up, you can ensure they are taken care of but shed the added cost when the need has been met.
No. As long as you stick within the subscription scope you selected, you can use us as often as you like.
Because we work with hundreds of different firms, all with different needs, we have experience in many industries. Generally speaking, we are industry agnostic.