The sourcing platform

Software we built in-house so that every mandate starts with the whole market, kept current every day.

An operations room with rows of monitors

In the lower middle market, most good companies are not for sale and most good buyers are not on any advisor’s shortlist. Coverage is the difference between a process and an outcome.

Target and buyer identification

LC Scout

Scout maintains a map of the companies in each of our sectors, built from registries, trade associations, product catalogs, job postings, permits and the web. For a mandate, it filters that map against the client’s criteria and returns a ranked universe. The map is refreshed daily, so new entrants and changes in ownership are picked up as they happen rather than at the next annual database update.

Off-market companies with no banker and no listing
Strategic acquirers ranked by product and geographic adjacency
Private equity platforms matched on thesis and recent add-ons

Company intelligence

LC Enrich

Enrich assembles a current profile for every name in the universe: ownership and tenure, leadership changes, headcount trends, locations, customer segments and signals that an owner may be open to a conversation. Bankers review every profile before it is used.

Ownership, succession and tenure indicators
Hiring, expansion and footprint changes
Decision-maker identification and verified contact routes

Confidential engagement

LC Outreach

Outreach coordinates personal, partner-signed approaches across email, phone and introductions, and records every touch. Nothing is sent without review, and the client’s identity is disclosed only under a signed confidentiality agreement.

Sequenced, personal outreach written by our bankers
Touch-by-touch tracking, so no conversation goes cold
Weekly reporting of responses, meetings and next steps

Questions about the platform

Does the platform replace bankers?

No. It replaces the manual research that used to limit how many companies a team could cover. Judgment about fit, every message to an owner and every negotiation remain with our partners.

Where does the data come from?

From public and licensed sources: business registries, trade publications, association directories, regulatory filings, job postings and company websites. We do not purchase personal data from brokers for outreach.

How is client confidentiality protected?

Mandates are separated in the platform, access is limited to the deal team, and a client’s identity is never included in outreach until a counterparty has signed a confidentiality agreement.

Can clients see the buyer or target universe?

Yes. Clients receive the full universe with our rationale for each inclusion and exclusion, and a weekly report of outreach and responses.

Considering a sale, an acquisition or a recapitalization?

Conversations with Laurent Capital are confidential and carry no obligation. A senior member of the firm responds to every inquiry within one business day.

Start a confidential conversation

(650) 999-9845|info@laurent.capital