
FOR BUYERS
Elevate Your Advantage
as a NextPhase Partner
OUR PROCESS
Time kills deals – We keep it lean.
01
Source Deals
Leveraging cutting-edge AI automation tools, our proprietary on- and off-market deal flow funnels, and our ever-growing NextPhase Network, we execute with speed and efficiency ensuring optimal compatibility and faster initial diligence
On average, you can expect to receive your first deal introduction within 14 days after kickoff.
02
Strategic Positioning
We strengthen your online presence and credibility through strategic marketing plans so sellers, employees, and investors see you as the right partner. Walk into management meetings with confidence, knowing you already put your best foot forward.
Our marketing efforts have compounding efficacy; the more we produce, the greater the impact.
03
Vetted Introductions
We act as your first line of review, sifting through the abundance we cultivate to identify only the best-fit opportunities for your firm. If compatible, we facilitate introductions and transfer pertinent information to let parties proceed through the negotiations.
By vetting prospects for you, we ensure that your time is well spent on deals with potential, not dead ends.
04
Close
We align our incentives with yours: we get paid when you do. From first outreach to a signed deal, we’re focused on moving you from connection to closing.
We stand on our principles and believe in our mission – to align right-fit buyers and sellers with integrity – and our pricing structure reflects that.
Positioning deals for success.
In today’s market, buyers are often evaluated as carefully as the deals themselves. Sellers want to work with partners who are transparent, approachable, and trustworthy—and a well-crafted brand presence makes all the difference.
Credibility
Build trust with sellers through polished branding, professional messaging, and authentic communication.
Visibility
Amplify your firm’s story and values so sellers and investors know exactly who you are and why they should partner with you.
Investor Confidence
Keep your stakeholders engaged with clear, consistent updates, impactful reporting, and compelling presentations.
Deal Flow
Attract more off-market and high-quality opportunities by standing out in a crowded field.
Authenticity
Showcase the people and purpose behind your brand with video, podcasting, and social content—humanizing your team and building connection.
MARKETING SERVICES
Built-In Services for Buyers
Branding & Messaging
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Brand identity refresh (logo, color, visual toolkit)
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Brand guidelines and messaging framework
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Executive positioning and thought leadership platform
Investor Relations Content
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Investor pitch decks (custom design and narrative)
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CIM (confidential information memorandum) refinement
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Quarterly/annual reports and update materials
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Targeted investor prospectuses and 1-pagers
Digital & Web
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Website refresh or build (design, copy, updates)
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Landing pages for deals or investor campaigns
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SEO optimization and analytics review
Content Marketing
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Blog articles (industry analysis, deal rationale, founder/investor interviews)
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LinkedIn & social content (posts, carousels, graphics)
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Case studies and success stories (portfolio highlights)
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Ghostwriting or executive “byline” articles
Podcasts & Media
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Podcast strategy, branding, and production (audio + video)
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Podcast launch, guest outreach, show notes, and promotion
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Video interviews with target sellers, portfolio companies, or investors
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YouTube, social snippet, and highlight clip production
Design & Collateral
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Custom slide decks for deal presentations or capital partner pitches
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Infographics and illustrative conceptual models (market maps, flywheels, investment theses)
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One-pagers, brochures, executive bios/CV packages
Communications & PR
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Press release drafting and distribution (fundraise announcements, exits, new appointments)
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PR outreach to industry publications or local/regional press
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Thought leadership content for PE and M&A media
Email & List Marketing
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Investor update and LP communications templates
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Email nurture sequences for deal, seller, or advisor outreach
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Branded newsletter curation and design
Other Creative Support
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Event branding and collateral (signage, digital display, print)
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Custom video production (deal sizzles, team intros, testimonials)
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Digital advertising creative (LinkedIn ads, retargeting banners)
Contact Us
Ready to amplify your advantage?











