Your Proactive
M&A Partner
Amplify Your
Acquisition Strategy
with Genz & Associates
We bring a team of industry professionals with a proven track record of consistently delivering vetted, qualified acquisition opportunities and highly aligned, value-driven introductions that directly support our clients’ investment objectives across new platform investments, strategic add-ons, and buy-and-build strategies.
Drawing on our experience, relationships, and data-driven process, we execute a targeted, disciplined, and systematic approach to sourcing, facilitating, and closing transactions. Partnering with an experienced buy-side M&A firm can save you invaluable time, money, and resources. Working with Genz & Associates, you can feel confident you have the right partner to deliver the right outcomes for your investment strategies.
How We Work
with Investors
At our core, we work with investors on a retained basis to execute Thesis-Driven Acquisition Searches. In addition, we provide access to Fallout Opportunities, comprehensive Market Mapping and data-backed, Sector Insights.
You’ll find we take the time to gain a clear understanding of your strategy, objectives, and investment criteria, applying our domain expertise from initiation to execution. The success of each engagement is anchored by our three core competencies, Advisory, Research, and Development, which together drive durable value creation and the outcomes our clients expect.
- Engagements led by Senior M&A Professionals
- Dedicated Deal Team
- Thesis / Strategy Formation & Evaluation
- Valuation Guidance
- IOI / LOI Preparation
- Due Diligence Process Support
- Advanced Proprietary Research Platform, TargetSelect.ai
- Leading external databases
- 100% of Research Done In-House by Dedicated Team
- Comprehensive + Advanced + Continuous Research Process
- Intensive + Systematic Outreach Process
- High-Quality & Impactful Marketing Materials
- Custom CRM & Outreach Process Management Systems
- High Outreach Response Rates 70%+
Fallout Opportunities
- Gain access to deals that ‘fallout’ of active or completed engagements
- Your investment criteria is documented for new platforms and acquisitive portfolio companies
Market Mapping
- Complete evaluation of fragmentation and competitive landscape within a defined sector
- Support for informed decision making during the due diligence process for new investments
Sector Insights
- We provide valuable insights on sectors your considering for new investments
- Insights derived from business owner interactions and transaction experience
Proven Deal
Sourcing Process
Engagement
Preparation
Process driven, every engagement follows the same disciplined approach
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Extensive Ongoing
Market Map
In-house, AI-driven driven research, customized for your engagement
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Personalized, Muli-
Channel, Engagement
No bots, interns or call centers, our expert M&A staff personally reaches out
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Connect, Evaluate,
Qualify
Exploratory call with Genz and target company to evaluate fit, interest and goals
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Explore & Advance
Transaction
Confirm fit, initial diligence, move to a signed deal, close
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Ongoing Support &
Process
Transparent, consistent, responsive with open communication
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