Matt Morris, CEPABusiness Broker & M&A Advisor
Sell a BusinessBuy a BusinessInsightsAbout MattSchedule a ConsultationWhether you are buying your first company, pursuing entrepreneurship through acquisition, or expanding an existing business, we help turn your acquisition criteria into a focused search — then work with you from owner outreach through offer, diligence and closing.
The process changes based on your experience, operating plan and acquisition objective.
We adjust the search, sourcing and advisory work around where you are today and what the acquisition needs to accomplish.
For professionals and aspiring owners who need help defining what fits, understanding acquisition economics, evaluating opportunities and navigating financing, diligence and closing.
From acquisition thesis to ownership →For serious searchers who are done waiting for the right listing to appear. We help map the market, source owners directly, qualify opportunities and create a disciplined pipeline around your criteria.
Built for a real search process →For existing companies and experienced operators pursuing geographic expansion, complementary capabilities, competitors, new customers or other strategic growth opportunities.
Strategic sourcing for operators →Your industry preferences, geography, cash flow targets, capital, operating role and risk profile become the acquisition mandate. From there, we can evaluate listed opportunities — but we are not limited to them.
The goal is not more deal flow. It is more relevant deal flow.
Some owners would consider the right conversation long before they would hire a broker or post a listing.
That is why the search is built as a campaign, not a one-time list. We research the market, create targeted outreach, manage follow-up and bring the buyer into the conversations that deserve deeper attention.
Our role is to help keep the search focused and the transaction moving once the right opportunity appears.
Define the target business, financial profile, geography, operating role and deal characteristics before the search begins.
Research target companies, build prospect lists and execute owner outreach around the acquisition thesis.
Assess cash flow, valuation, owner involvement, customer concentration, business quality, risk and overall fit.
Work through price and structure, help frame LOI terms and support negotiations with owners and their advisors.
Coordinate with acquisition lenders and help keep financing requirements aligned with the transaction timeline.
Help coordinate the business side of diligence and keep lenders, attorneys, CPAs, landlords and deal parties moving toward close.
The work is designed as a repeatable process so the buyer can stay focused on making decisions instead of managing dozens of disconnected sourcing tasks.
A strategic acquisition search starts with what the existing company needs next. Instead of chasing generic opportunities, we can build the search around a specific growth objective and identify businesses that strengthen the platform.
You work directly with Matt throughout the engagement — defining the mandate, reviewing opportunities, talking through deal structure, coordinating the right professionals and making the major decisions that move an acquisition forward.
The sourcing process can involve a team behind the scenes. Your advisory relationship stays direct.
An off-market search begins with your acquisition criteria and builds a targeted universe of companies that may fit, including businesses that are not publicly listed for sale. The process can include research, direct owner outreach, qualification and ongoing follow-up.
No. The process can support first-time buyers, ETA/self-funded searchers, experienced operators and existing companies pursuing strategic acquisitions.
Yes. Early work focuses on turning your goals, capital, experience, geography and operating preferences into a practical acquisition mandate before sourcing begins.
We can help think through acquisition economics and coordinate with experienced acquisition lenders. Financing approval and underwriting remain with the lender.
Our current buy-side focus is generally established privately held businesses in the $1 million to $5 million purchase-price range, although fit and transaction structure matter.
The engagement structure is discussed after an initial consultation and fit review because the scope can vary based on the mandate, sourcing requirements and transaction.
If you are serious about buying a business or growing through acquisition, the first step is making sure the mandate is clear and the search is worth pursuing.
Schedule a Buyer Consultation