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Acquisition Advisory

Acquire with discipline. Create value with intention.

CoreLoop helps entrepreneurs, investors, holding companies, and ownership groups evaluate acquisition opportunities, structure transactions, and move from deal interest to informed ownership.

Discuss an Acquisition Opportunity

The challenge

A good business is not always a good acquisition

A compelling business can still become a poor acquisition if the buyer gets the thesis, valuation, structure, diligence, or transition wrong.

Acquisition decisions require more than reviewing financials. They require a clear view of what is being bought, why it is worth owning, where the risks sit, and how value will be created after close.

CoreLoop helps clients bring that discipline to the transaction.

Engagement triggers

When clients typically engage us

We are often brought in when a client is:

  • Pursuing a first acquisition
  • Evaluating a specific deal
  • Reviewing a CIM or broker package
  • Deciding whether to submit an indication of interest or LOI
  • Defining a buy box
  • Comparing multiple opportunities
  • Preparing for diligence
  • Considering seller financing or alternative deal structures
  • Raising equity for an acquisition
  • Building an acquisition platform
  • Planning the first 100 days after close

Decision focus

What we help you answer

The questions that determine whether a deal is worth doing.

  • 01Is this business worth pursuing?
  • 02Does the opportunity fit the investment thesis?
  • 03What are the key financial, commercial, operational, and transition risks?
  • 04What price and structure make sense?
  • 05What should be reflected in the LOI?
  • 06Where should diligence focus?
  • 07What must be true for the investment case to work?
  • 08What should the seller retain responsibility for?
  • 09How should investor, lender, and buyer economics fit together?
  • 10What happens immediately after closing?

From thesis to close

How CoreLoop helps

01

Acquisition Thesis & Buy-Box Design

We help define what you should acquire, why, and under what conditions. This can include sector priorities, geography, revenue and EBITDA parameters, customer profile, owner dependence, recurring revenue, capital requirements, operating complexity, and return expectations.

02

Opportunity Screening & Deal Assessment

We evaluate individual businesses against your acquisition logic. Our assessment can include strategic fit, financial performance, normalized earnings, concentration risk, operating dependencies, growth potential, management depth, recurring revenue, capex needs, and transaction complexity.

03

Deal Structure & LOI Support

We help shape the commercial logic of the transaction before legal counsel finalizes documentation.

  • Cash at close
  • Seller financing
  • Holdbacks
  • Earnouts
  • Working-capital considerations
  • Transition support
  • Rollover equity
  • Contingencies
  • Exclusivity
  • Key operating protections
04

Diligence Planning & Decision Support

We help define what must be validated before capital is committed. This can include commercial, operational, customer, workforce, technology, licensing, management, and financial diligence priorities.

05

Post-Close Value Creation

The acquisition thesis must become an operating agenda. We help translate the investment case into a 100-day plan, growth priorities, operating cadence, leadership agenda, and value-creation roadmap.

Practical outcomes

What you leave with

Depending on the engagement, deliverables may include:

  • Acquisition thesis
  • Buy box
  • Opportunity scorecard
  • CIM assessment
  • Deal risk register
  • Valuation perspective
  • LOI recommendations
  • Transaction structure options
  • Diligence priorities
  • Advisor coordination framework
  • Investment memo
  • 100-day plan
  • Value-creation roadmap

Engagement models

How we engage

01

Deal Screen

A focused assessment of a specific acquisition opportunity.

02

Pre-LOI Advisory

Support on valuation logic, risk, structure, and offer strategy before submitting an LOI.

03

Transaction Advisory

Support through LOI, diligence, structuring, negotiation, and closing preparation.

04

Acquisition Platform Advisory

For clients pursuing multiple acquisitions or building a repeatable acquisition engine.

Important boundary

CoreLoop provides strategic, commercial, and transaction advisory support. Legal, tax, accounting, quality-of-earnings, and lending advice should be provided by appropriately qualified specialists.

The goal is not simply to win the deal. It is to own the right business, at the right economics, with a credible path to value creation.

Assess an Acquisition