List of Brokers to Reach Out To

searcher profile

February 08, 2023

by a searcher from Harvard University - Harvard Business School in Boston, MA, USA

Hi! My partner and I are beginning our broker outreach planning ahead of launching our search this summer and want to cultivate relationships with brokers in advance. Does anyone have a list of brokers that I could reference? How often do people usually get in touch with their broker (every month on a drip campaign, every week texting, etc.)?

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commentor profile
Reply by an intermediary
from Ryerson University in Toronto, ON, Canada
With regards to your second question, how often to reach out to brokers, from my perspective (being an M&A advisor in Canada), I would say in general for smaller M&A shops (<10 deals per year) every quarter is good enough, the deal flow turns over and new clients are ready for market discussion. Every month is too soon for sure and can be a bit annoying. Good luck with your search!
commentor profile
Reply by a lender
from University of Wisconsin in Madison, WI, USA
Hi Saad, my name is Matthias Smith, President and Founder of Pioneer Capital Advisory LLC. I help buyers of small to medium sized businesses with financing their purchase of them. I would love to connect with you to help with answering any questions. I will send you a DM with a link to my calendar if you are interested in connecting.
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