LET US BE YOUR OUTSOURCED BUSINESS DEVELOPMENT TEAM

The Case Group is a M&A advisory firm dedicated to providing transaction services to family owned businesses, private equity groups, and family offices. We specialize in sourcing non-auction deal flow for our clients.  Our team has been matching the right buyer with the right seller for over 14 years. Our partners each have specific industry M&A and operating experience. We provide a transparent and results driven process and work hard to expedite transactions that benefit both buyer and seller.

Reduced Execution Risk

Proprietary Process

Following our proven proprietary process we have executed nearly 50 non-auction transactions for our clients over the past 14 years.  Our process can be applied and replicated to match a specific industry, market or target.

Unmatched Experience

Business Ownership Experience

All of our partners and senior associate have been business owners.  Most of our competitors cannot say this.  This is important because connecting with prospects through the sharing of leadership and operational experiences creates relationship building ties that support strong trust and credibility with prospects we source for our clients.

Performance

65% Response Rate

Once the CASE GROUP is engaged with clients and the Search Overview mandate is established, we have achieved a 65% response rate on average.  We keep our clients well informed throughout the process.  As the Case Group’s proprietary search process is executed, your dedicated Case Group team provides detailed weekly progress reports highlighting our industry leading KPIs.