For investment banks and M&A advisors

Your clients hire you for judgment. Give it a system.

Your clients hire you for judgment. Give it a system.

Your clients hire you for judgment. Give it a system.

Vequity gives M&A teams the complete acquisition intelligence system to best advise their clients, whether a strategic add-on the sponsor hadn't thought of or the comprehensive buyer universe for a sell-side mandate. Each target or buyer prospect with its written rationale, in hours instead of weeks.

170,000

deals analyzed over 26 years

2.3M

company profiles, mapped by capability

1,900+

firms and portfolio companies with declared proprietary acquisition criteria

470 investment firms and 1,481 portfolio companies

Sell-side mandate / Aerospace NDT services / Buyer universe
Project Falcon
Aerospace NDT services, $14M EBITDA, 60 percent commercial aviation, FAA-certified
Aerospace NDT
FAA repair station
Commercial aviation logos
Reading the teaser
0 matching buyers
Company
Fit score
Tier
Rationale
Matched on
Mandate
285 matching buyers. 71 were not on the bank’s list.

“

“Every bank tries to maintain its own database of how firms bid. We don’t do it well, because nobody can be bothered to put it in. On the deal we just did last night, zero of this information was put in.”

“Every bank tries to maintain its own database of how firms bid. We don’t do it well, because nobody can be bothered to put it in. On the deal we just did last night, zero of this information was put in.”

Global Head of FIG

Top-20 investment bank, July 2026

Vequity keeps that record across 170,000 deals, so your bank does not have to.

The problem

Paid for insight. Buried in research and list building.

Static databases and legacy relationships leave clients with recycled buyer and target lists, generic market updates, and nothing new between mandates.

The coverage gap

Relationships go cold between mandates

No specific reason to call a client between deals. Add-on and buyer insight lives in one MD’s head, not the firm’s system.

The senior bandwidth tax

Senior time spent on research

VPs and MDs rework junior output instead of advising clients. Knowledge walks out with every 24-month analyst cycle.

The missed-buyer risk

Lower tension, lower fees

Screens recycle the same sponsors; premium strategics sit outside the industry code. When a client asks why not this buyer, there is no documented answer.

Meanwhile: PE buyers see only about 18% of the deals that match their acquisition criteria. The right buyer is out there. Today’s process misses many of them.

The stuck vintage

The largest fee pool in your market is stuck.

32,000

unsold PE-backed companies, worth $3.8T

$76Bn

implied sell-side fee pool on the 2020 to 21 vintage

~7 years

average buyout hold at exit, up from 5 to 6 years in 2010 to 2021

Bain & Company, Global Private Equity Report 2026. Fee pool is a Vequity estimate at 2.0% of $3.8T enterprise value. LP distributions were 14% of NAV in 2025.

Sponsors who bought at 2020 to 2021 peaks cannot exit sponsor-to-sponsor without being below the current mark. Every stuck asset is a mandate waiting for a credible strategic exit. The banker who can name the premium strategics wins the engagement.

Advise and position

Be the thought partner before the engagement.

Advisory moment

What Vequity delivers

What you walk in with

Advisory moment

Advisory moment

Sponsor stranded 2020 to 2021 asset

What Vequity delivers

What Vequity delivers

Strategics ranked by the gap the asset fills: TAM, logos, capabilities, geography

What you walk in with

What you walk in with

A credible path to exit at or above the mark, and the mandate

Advisory moment

Advisory moment

Pitching a PE sponsor

What Vequity delivers

What Vequity delivers

Add-on targets for each portco, matched on capabilities, not industry codes

What you walk in with

What you walk in with

Named targets ranked by fit, each tagged bolster or gap-fill, with owner context and a written rationale

Advisory moment

Advisory moment

Courting a founder-owned business

What Vequity delivers

What Vequity delivers

Who acquires companies like theirs, and which capabilities earn a premium

What you walk in with

What you walk in with

A premium-buyer map, plus the add-ons that could lift their multiple before a sale

Advisory moment

Advisory moment

Quarterly sponsor check-in

What Vequity delivers

What Vequity delivers

Market activity: new deals, active buyers, and targets refreshed as criteria change

What you walk in with

What you walk in with

A reason to call: 3 to 5 new names worth their time, every quarter

Hand the client a market map where every name has a substantiated reason

Sell-side mandate

What a strategic pays a premium for.

Sponsor-to-sponsor EV is dependent upon current market EV/EBITDA multiples. A strategic prices what value the target adds to its own business. Vequity scores every acquirer on the six reasons it would pay more.

New TAM

A market the acquirer wants and cannot build in time.

Logos

Customers or industry segments the acquirer wants to own.

Capability gap

A product or service the acquirer’s roadmap already names.

Bolster the core

Scale in a line the acquirer is already committed to.

Geography

A region the acquirer has declared it will enter.

Channel

A route to market the acquirer lacks.

The stranded-asset pitch, in three steps

1

Map

Which acquirers have declared one of these six as a priority

2

Pitch

The sponsor’s exit case, built on that acquirer’s own stated intent

3

Win

The mandate, with the premium bidders named before launch

Sell-side mandate, in hand

Mandate in hand: from CIM to defensible buyer list.

Define: upload your CIM and add what your team already knows

Vequity reads the deal, then identifies buyer segments based on strategic fit, not just NAICS codes.

Search mode:

Balanced

Project Eagle

The company is a specialty distributor and solutions provider, offering lifecycle solutions to customers and services throughout the lifecycle of flow control and measurement.

Targeting

Strategic Buyers

Investment Buyers

Firm Types

Private Equity

Family Office

Located in

Dallas, Texas, US

Project Eagle.pdf

2MB

Discover: surface every qualified buyer automatically

Vequity evaluates 2.3M company profiles and 1,900+ firms and portfolio companies with declared proprietary acquisition criteria to surface buyers with real strategic fit, including those often missed.

Alpine Capital Partners

Sponsor | North America

Match

Fund

$1.2B (2023)

Est. dry powder

$450M

Typical check

$20–75M

Gryphon Investors

Sponsor | North America

Match

Validate: know why every buyer made the list

Every buyer comes with a fit score and written rationale. Vequity answers your questions with cited sources so every name is defensible.

Atlas Manufacturing Co

Strategic

Atlas Manufacturing Co

is

Tier 1

Score

90

Writing Rationale...

Add-on mandate

Pitch the sponsor’s next add-on before anyone asks.

Pitch the sponsor’s next add-on before anyone asks.

For a sponsor’s platform or a strategic client: the capability-matched targets a code search misses, each tagged gap-fill or bolster, with the written rationale that survives the partner meeting.

Your client’s platform
Workplace compliance and employee screening platform
Sponsor-backed. Background checks, drug and alcohol testing, occupational health for regulated employers.
Background screeningDrug and alcohol testingCompliance tracking
The add-on a capability search returns
Immunization and clinical-rotation compliance tracker for nursing schools, hospitals and their students
Founded 1998. Serves universities and hospitals, not employers. Filed nowhere near the platform.
Industry-code and keyword databases
How every code-based tool classifies them
Filed under: workplace screening servicesFiled under: higher-education compliance softwareNot found
Vequity: capability search
Compliance tracking at scale→Student immunization and compliance tracking
Screening for regulated workplaces→Screening for clinical placements
Healthcare and provider customers→Hospitals and nursing schools as customers
Tier 1 match
Wanted to add: 3 capabilities
3 of 3 matched on what the company does, not where it is filed.
Public transaction, announced February 2025. The platform launched a healthcare technology division on the acquisition. Read through Vequity’s capability map.
Two degrees
from the platform’s industry code to the target’s
New division
launched on the day the deal was announced
Zero
chance a code or keyword search returns this target

The add-on pitch, in three steps

1

Map

The client’s platform and the capabilities it wants to add

2

Pitch

The ranked target list, with the reason each name is on it

3

Win

The buy-side mandate, or the relationship that becomes the sell-side one

Firm rules

Your firm’s judgment, codified.

Cross-border first

Prioritize acquirers with a stated international mandate before domestic consolidators.

Exclude acquirers mid-integration

Drop any strategic with an announced acquisition closed in the last six months.

Weight prior bid behavior

Rank acquirers that have bid on comparable assets above those that have only expressed interest.

Rules are set once by your senior team and applied to every mandate and every analyst. The list an analyst produces on day one follows the same judgment as the one your MD would build, and every mandate makes the next one sharper.

Between mandates

What changes for your firm.

A sponsor’s hold

year 0 to year 4+

Today

Today

Deal closes

Bake-off against 3 to 5 banks

Bake-off against 3 to 5 banks

With Vequity

With Vequity

Add-on targets

Market activity brief

Premium-buyer map

Exit positioning

Mandate awarded

Today the banker calls twice. With Vequity, every quarter, with a reason the sponsor takes the call.

3 to 5 new, cited names per client, every quarter

Win the mandate before the bake-off.

More premium bidders in every process

Competitive tension lifts the multiple and the fee accelerator.

Under 10 hours to an exhaustive universe

Senior time goes to advising, positioning and negotiating.

The data

The one dataset PitchBook cannot search and ChatGPT cannot scrape.

1,900+

firms and portfolio companies told us their proprietary acquisition criteria

Buyer intent behind every name on your list, not an industry tag.

2.3M

companies mapped by what they do, across 10k unique capabilities

Why the adjacent strategic appears on your list and nobody else’s.

170,000

deals over 26 years of bid behavior

Who actually shows up, what they pay for, and why.

Every live deal asks matched buyers to confirm their criteria. The data improves as your team uses it.

Driving a premium outcome: aerospace NDT

Deal context

The banker had already launched a standard process to 94 PE firms.

Vequity

Added 78 new strategic buyers and family offices with an NDT focus.

Outcome

5 strategics engaged. The winner, an adjacent publicly-traded strategic unknown to the deal team, paid 1.0x EBITDA more than the best existing bid. Closed in 60 days.

Banker impact

Premium valuation uplift. Closing accelerated by 30+ days. Credibility and a new referral pipeline.

Hardest deal in 5 years, solved blind

Deal context

600 buyers contacted by i-bank over 12 months across 4 process relaunches, for 5 executed LOIs. 300+ analyst hours.

Vequity

Blind, from the redacted teaser only: 285 matching buyers, <3 analyst hours.

Outcome

All 5 actual LOIs captured on the first pass, including 2 the i-bank missed in its first 3 processes.

Banker impact

The bank’s own team scored the list against its process records. The buyers who mattered were identifiable on day one.

60-day pilot

Proof on your deals, before any commitment.

Sixty days, on your deals, with your team scoring the results. Four workstreams and one onboarding session.

Blind backtest

Your hardest closed deal. Send a redacted CIM or teaser; we return the buyer list blind, and your team compares it to actual contacts, IOIs and LOIs.

Buyer lists on live mandates

Buyer universes on active sell-side mandates, strategics and sponsors, each name with its written rationale, delivered before launch.

Add-on recommendations for clients

Capability-matched add-on targets for two sponsor platforms or strategic clients, tagged gap-fill or bolster, ready for the next client meeting.

Acquisition intelligence between mandates

Buyer intelligence across your coverage: declared criteria, recent activity and premium-exit briefs, ideally on a stuck 2020 to 2021 asset.

Written rationale for every buyer and target

More than 15% net-new qualified entities

Two client briefs worth an MD’s meeting

Deal data stays siloed and under NDA. Firm-wide programs are scoped during the pilot.

FAQ

Frequently asked questions

The questions MDs ask before the first mandate.

What does the 60-day pilot include?

What does the pilot cost?

How is this different from PitchBook plus ChatGPT?

Is this only for sell-side buyer lists?

What happens to our deal data?

Does running a list contact anyone?

How fast is the first result?

Who at the bank uses it?

Be the banker who brings the add-ons, finds the premium strategic, and unlocks the stuck exit.