Off-market, not auctioned
We approach founder- and family-owned companies directly, before they are marketed. You meet owners on a one-to-one basis rather than as one bidder among many.
For buyers and investors
Casspium is a buy-side M&A advisory firm, working as an outsourced corporate development team for private equity firms, family offices and strategic acquirers. We find privately held companies that fit your mandate, approach their owners directly, and manage the process to a signed letter of intent.
Why buyers work with us
Built around your mandate
Industry, geography, size, platform or add-on, ownership and management criteria. We search to your definition, generalist or highly specific.
An extension of your deal team
Your team stays focused on portfolio companies, fundraising and live deals while we keep the pipeline moving and the owner relationship warm.
- We work with
- Private equity funds
- Independent sponsors
- Family offices
- Search funds
- Strategic corporations
How a search works
Five stages, from first brief to signed letter of intent. You see qualified opportunities, not a list of names.
- 01
Define
Agree your acquisition criteria and target profile, and the outcome you want from the search.
- 02
Identify
Research the industry and geography, build the target universe and screen it against your criteria.
- 03
Engage
Approach owners confidentially, discuss strategic fit and qualify their interest in a transaction.
- 04
Qualify
Sign an NDA with the owner, review financials, prepare an initial valuation and a teaser or CIM.
- 05
Advance
Coordinate calls, site visits, the letter of intent and financial and operational diligence.
Sourced for private equity and family offices
A selection of companies introduced to our sponsor clients. Figures are company revenue at the time of the transaction.
- 18
- Transactions for private equity clients
- 6
- For family offices
- 14
- For strategic acquirers
- 2015
- Sourcing since
- Industrial & ManufacturingNorth Dakota
Heavy Equipment Leasing
$27.4MrevenueBuy-side advisor to a private equity client - Industrial & ManufacturingCalifornia
Specialty Chemicals
$19.2MrevenueBuy-side advisor to a family office client - HealthcareNevada
Dermatology
$19.0MrevenueBuy-side advisor to a healthcare-focused private equity client - HealthcareOhio
Rehabilitation Facility
$12.1MrevenueBuy-side advisor to a private equity client - TechnologyTennessee
Software
$11.75MrevenueBuy-side advisor to a private equity client - TechnologyMaryland
Defense Technology
$10.8MrevenueBuy-side advisor to a defense-focused private equity client - Industrial & ManufacturingCalifornia
Copper and Fiber Optic Cable Components
$10.3MrevenueBuy-side advisor to a private equity client - HealthcareKentucky
Urgent Care Clinics
$9.6MrevenueBuy-side advisor to a healthcare-focused family office client
Discuss an acquisition mandate
Tell us what you want to acquire. Build your mandate below and we will come back to you within one business day.