Services

Capital formation, buy-side advisory and strategic acquisition partnerships.

From proprietary origination and acquisition search through diligence, structuring, negotiation and close.

Independent sponsors

Prism Sponsor Services

Capital Formation & M&A Advisory for independent sponsors.

How the engagement works →

01

Capital Formation & M&A Advisory

Comprehensive advisory services supporting independent sponsors with institutional capital formation, transaction structuring, diligence, and execution.

  • Debt and equity capital formation
  • Transaction structuring and financing strategy
  • Institutional investor and lender engagement
  • Due diligence coordination
  • Negotiation and transaction execution
  • LOI-to-close advisory

Funded sponsors

Prism Funded Sponsors

Buy-side M&A advisory and strategic acquisition partnerships for domestic and international private equity firms and their portfolio companies. Advisory mandates are client-directed; strategic acquisition partnerships are independently developed opportunities.

How the engagement works →

A

Buy-Side M&A Advisory

Primary offering. Comprehensive, sponsor-directed acquisition services encompassing proprietary sourcing, financial evaluation, valuation negotiations, transaction structuring, LOI execution, diligence coordination, and closing support — under an agreed advisory mandate.

  • Investment thesis refinement and acquisition criteria
  • Proprietary target identification and direct owner engagement
  • Preliminary financial underwriting and valuation
  • Transaction structuring and LOI negotiation
  • Due diligence coordination and closing support
  • Platform and add-on acquisitions

B

Strategic Acquisition Partnerships

Differentiated capability. Independently originated and developed acquisition opportunities supported by underwriting, negotiated acquisition terms, and secured LOIs — developed outside client mandates rather than at the direction of an advisory client.

  • Independent acquisition origination
  • Direct seller relationship cultivation
  • Underwriting, structuring and negotiated terms
  • LOI execution and transaction development

Additional capabilities

Selective Sell-Side & Strategic Capital

Portfolio company divestitures, carve-outs, recapitalizations and growth capital raises — for existing sponsor relationships.

Post-Close Partnership

Integration oversight, performance tracking, lender reporting and bolt-on structuring after close.

Prism participates alongside sponsors on select transactions and is engaged under consulting mandates.

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