Corporate Development Support
Fueling M&A Growth Through Proprietary Deal Sourcing & Targeted Outreach
Hands-On M&A Support From Start to Finish
STOC Advisory's Corporate Development Support (CDS) offering helps private equity-backed and founder-led companies to accelerate pipeline velocity through targeted lead generation, data-driven outreach, and CRM-integrated pipeline management. We partner alongside existing internal teams to build strategic pipelines that align with investment criteria, engage with aligned targets, and drive measurable deal outcomes.
The Process
1. Lead Identification & Research
Define investment criteria, conduct market research, and use proprietary tools to identify strategic targets.
2. Outreach & Engagement
Craft custom messaging, initiate email/text/call outreach, and nurture leads with CRM-integrated workflows.
3. Pipeline Management & NDA
Execution Track KPIs, coordinate preliminary deal conversations, and secure NDAs for qualified opportunities.
Let's build your acquisition pipeline. Reach out to schedule a discovery session with our CDS team.
Core Deliverables
1. Proactive Deal Sourcing and Outreach
Identify and initiate contact with acquisition targets through direct outreach, relationship-building, and market mapping initiatives
2. Target Screening and Fit Assessment
Evaluate opportunities using predefined criteria including strategic alignment, financial performance, operational readiness, and integration feasibilit
3. CRM Management and Workflow Optimization
Build, maintain, and continuously refine the deal CRM to ensure clean data, standardized stages, and timely follow-up with targets and intermediaries
4. Diligence Coordination and Cross-Functional Support
Support early-stage diligence efforts by aligning internal stakeholders, gathering requested materials, and flagging potential deal issues for further analysis
5. Valuation Input and Deal Tracking
Assist in compiling financials, normalizing data, and providing valuation context to support bid strategy and pipeline prioritization
6. Status Reporting and Leadership Updates
Prepare pipeline summaries, weekly deal updates, and materials for internal leadership, executive sponsors, and investment committees
7. Post-Close Handoff and Light Integration Oversight
Facilitate transition to integration or portfolio operations teams by documenting deal context, rationale, and ongoing commitments