BizPort
Retained buy-side advisory

Find the right founder. Start a better conversation.

Retained buy-side advisory for strategic buyers and private equity firms. AI-assisted sourcing and outreach to qualified founders.

Priority review of off-market deals for retained buyers, before anyone in our Buyer Network.
Mandate-led sourcingB / 01
The focusCompanies worth knowing
Built for strategic buyers and PE firmsProfessional services / Consumer / Software
Two different ways to engage

Buyer Network or retained sourcing?

Join our free Buyer Network to share criteria and receive opportunities. Choose retained advisory for dedicated sourcing and founder outreach.

Retained buyers get priority review of off-market deals before they are shared with anyone in our Buyer Network.

The sourcing gap

Why sourcing stalls.

Move beyond crowded listings with sourcing built around your acquisition thesis.

01 / LISTINGS

Aging listings, limited edge

Aging listings on platforms like BizBuySell may have already been reviewed and passed on by many buyers.

THE BIZPORT SOLUTIONResearch beyond active listings

BizPort identifies off-market companies and contacts founders directly.

02 / DEAL FLOW

Too few relevant conversations

Sporadic founder meetings make capital deployment goals harder to meet.

THE BIZPORT SOLUTIONDevelop a steady sourcing effort

BizPort runs outreach, qualifies interest and coordinates relevant founder meetings.

03 / INTERNAL TIME

Research crowds out deal work

Research, contact discovery and outreach take time away from evaluating deals.

THE BIZPORT SOLUTIONMove from search to evaluation

BizPort handles research and founder engagement so your team can focus on deals.

In a 2023 study of US middle market PE sponsors, over 70% cited their proprietary network as the most common source for new deals.

A deliberate sequence

From mandate to meaningful dialogue.

From acquisition thesis to qualified founder meetings.

01

Set the mandate

Define your acquisition thesis, target profile and sectors.

02

Research with intent

Use AI-assisted research and advisor judgment to identify companies and founders.

03

Open a real dialogue

Personalize outreach, qualify fit and coordinate founder meetings.

04

Prepare the next step

Add deal materials and financial preparation when needed.

Where we know the terrain

Depth in three distinct sectors.

Sector expertise helps us identify companies that fit.

01 / SECTOR

Professional services

Service businesses with durable client relationships.

CPA firms · Cybersecurity · IT MSPs · Staffing & recruiting
Explore sector expertise
02 / SECTOR

Consumer businesses

Direct-to-consumer and e-commerce brands with loyal customers.

E-commerce · Pet brands · Health & wellness · Food & beverage
Explore sector expertise
03 / SECTOR

Software

Software and technology businesses with recurring revenue.

SaaS · Vertical software · Tech-enabled services
Explore sector expertise
When a deal moves forward

Bring the numbers into clearer focus.

Optional financial preparation supports early diligence.

  • Financial materials and data room organization
  • Acquisition financial modeling
  • Adjusted EBITDA bridges with supporting context

Transaction preparation only, not audit, legal advice or independent quality-of-earnings services.

Straight answers

A few things buyers ask.

Discuss your acquisition mandate with an advisor.

Discuss your mandate
What is BizPort's retained buy-side advisory service?

BizPort provides retained buy-side advisory to generate proprietary deal flow through AI-assisted research, sourcing and founder outreach tailored to your acquisition thesis.

Who is BizPort's retained buy-side service for?

Strategic buyers and private equity firms seeking founder-led companies beyond public listings.

What does retained buy-side sourcing include?

Scope can include mandate definition, company and founder research, targeted outreach, qualification and founder meeting coordination.

Which sectors does BizPort cover?

Professional services: CPA firms, cybersecurity, IT managed service providers (IT MSPs), and staffing & recruiting. Consumer: direct-to-consumer and e-commerce brands, pet brands, health & wellness, and food & beverage. Software: SaaS, vertical software and technology-enabled services.

Can BizPort help prepare deal financials?

Yes. Optional support includes data room preparation, financial modeling and adjusted EBITDA bridges, not audit, legal or independent quality-of-earnings services.

Do retained buyers get priority review of off-market deals?

Yes. Retained buyers review off-market deals before they are shared with anyone in BizPort's Buyer Network.

How do we get started?

Schedule a call to discuss your acquisition mandate, target profile and engagement scope.

Start with the mandate

The right acquisition starts before the listing.

Tell us your acquisition goals. We'll discuss fit and scope.

Discuss Your Acquisition Mandate Engagement scope and terms are discussed directly.