M&A Services for Private Equity Platforms
Xpertegic covers the full deal lifecycle, from platform assessment through value capture. You can buy one stage, or the whole arc from one team.
Seven Deal Stages, and Which Service Owns Each
Most firms sell one stage and hand off at the seam. Here is the whole arc, and where each of our services sits.
Assess
Corporate Development
Strategy
Corporate Development
Sourcing
Corporate Development
Diligence
Due Diligence
Close
Due Diligence
Integration
Post-Merger Integration
Value capture
Post-Merger Integration
Four M&A Services, One Accountable Team
Three M&A service lines and one combined capability. Each page below carries the detail, the process and the commercial terms.
M&A Corporate Development
A sourcing and execution engine you do not have to hire. We build the thesis, map the market and run the process.
- Platform assessment
- M&A strategy development
- Deal origination
- Due diligence coordination
M&A Due Diligence
Commercial and operational diligence that tests the thesis. Findings convert into integration priorities before close.
- Commercial and market diligence
- Operational and functional diligence
- Technology, systems and talent risk
- Synergy validation
Post-Merger Integration
The phase where the deal either shows up in the numbers or does not. We plan before close and execute after.
- Integration assessment
- Integration plan development
- Integration Management Office support
- Functional integration
End-to-End M&A Capability
One team from thesis to value capture, under one commercial relationship. The team that runs diligence runs the integration.
- Corporate Development Management Office
- Integration Management Office
- One governance cadence
- Hybrid commercial model
Which M&A Service Fits Your Situation
Four common situations, and the service that fits each one.
“Our pipeline is too thin.”
Coverage goes cold because sourcing loses to whatever is urgent. Start with corporate development.
“We have a target under LOI.”
You need the thesis tested inside the exclusivity window. Start with due diligence.
“We closed and nothing is moving.”
The synergies are priced but not owned. Start with post-merger integration.
“We are buying every year.”
A repeatable platform needs one team across all seven stages. Start with the full capability.
An Operating Expert Network, Not a Bench of Generalists
The same capability sits behind all four services. Experts are deployed to the workstreams each deal actually requires.
Functional workstreams we staff
- Finance and accounting
- Human resources
- Information technology
- Go-to-market
- Procurement
Where we focus
- IT Services and software
- Business Services
- Healthcare Services
- Transportation & Logistics
- Telecommunications
How Our M&A Services Are Priced
Each service is priced the way that work creates value. These are the headline models, not a rate card.
Corporate development
The retainer funds ongoing origination and evaluation capacity. The success fee ties a share of our compensation to closed deals.
Retainer plus success fee
Due diligence
Priced to the workstreams in scope and agreed before fieldwork starts. You know the cost going into the exclusivity window.
Fixed fee, set by scope
Post-merger integration
Billed to actual workstream effort, so cost flexes with how demanding the integration turns out to be.
Time and materials
End-to-end capability
All three models under one relationship. A portion of the success fee can be reinvested into the platform’s integration capability.
A combination of all three
Discrete deliverables are often scoped as a fixed fee, a platform assessment or an integration plan among them. We agree the model alongside the scope. Either the fund or the portfolio company can be the contracting party, and it varies deal by deal. Success fee reinvestment is discretionary for both sides, not automatic. Nothing here is legal, tax or investment advice.
Questions About Our M&A Services
Do we have to buy all three services?
No. Each service stands alone and many platforms start with one. The end-to-end capability exists for platforms buying repeatedly, where the handoffs between stages cost more than the services do.
Are you a broker or an investment bank?
No. Xpertegic Partners is not a registered broker-dealer or placement agent. We work on the buy side as an operating partner to the platform and its sponsor.
Can you work alongside our existing advisors?
Yes, and usually we do. Your bankers, accountants, attorneys and tax advisors keep their scopes. We run the commercial and operational workstreams and keep everyone on one calendar.
Who contracts with Xpertegic, the fund or the portfolio company?
Either one. On some engagements the sponsor contracts and pays, and on others the platform does. We agree that alongside scope at the start.
What size platforms do you work with?
Middle market, across six sectors we know well. The best fit is a PE-backed platform pursuing add-on acquisitions. The deal team is usually stretched, and integration matters to the return.
Tell Us Where the Deal Is
Whether you are building a pipeline, testing a target or fixing an integration, start with a conversation. We will tell you which service fits, or that none does.