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Financial Services Support

Outsource key functions to GVP, and access global investors and acquirers

Our team has over 20 years of experience in M&A support services, leading or overseeing the research and market engagement on numerous transactions globally.


When you partner with us, we give your team more time to focus on new mandates and completing live deals.


We cover over 20 countries throughout Europe, the Americas, Asia-Pacific, the Middle East and Africa, and have knowledge of local networks and markets.


Whether creating a market of buyers or delivering acquisition targets when your clients need them, GVP is expertly placed to support you.

Regional Corporate Finance Firms
Accountancy Firms
Investment Banks
Regional Corporate Finance Firms

Corporate finance firms have numerous day-to-day deliverables such as company profiles, information memorandums, financial models, business plans, cheat sheets, news runs, valuation exercises and more. At GVP, we support our clients by taking these items off their hands so they can focus on higher-value workflows and live deals.


In addition to this, our execution team can also white label and handle all M&A market research and investor or acquirer approaches. This ensures that our clients' M&A projects get maximum visibility by the right investors whilst maintaining a professional and personal approach.

Accountancy Firms

There are many regional firms that have a limited focus on corporate finance and don't have the expertise internally or the global reach to service their clients and handle items such as company profiles, information memorandums, financial models, business plans, cheat sheets, news runs and valuation exercises.


In addition to managing these services, our execution team can also white label and handle all M&A market research and investor or acquirer approaches. This ensures that our clients' M&A projects get maximum visibility by the right investors whilst maintaining a professional and personal approach.

Investment Banks

Investment bankers have numerous daily deliverables to focus on and a huge number of firms are seeking to limit FTEs and outsource support where they can for items such as company profiles, information memorandums, financial models, business plans cheat sheets, news runs, valuation exercises and more.


In addition to handling these services, our execution team can also white-label all M&A market research and investor or acquirer approaches. This ensures that our clients' M&A projects get maximum visibility by the right investors whilst maintaining a professional and personal approach.

Key drivers for project success

Our experienced team takes a process-driven approach to M&A Support Services to ensure the best results possible.

Data
  • Clients send us their current data sets for each geographical location.
  • The GVP team clears, organises and refreshes the data, analysing thousands of records.
  • Data is then uploaded to our bespoke pipeline management system.
  • Once the project is live, our analysts run research checks against the current database, enhancing data quality and adding new targets as we move through the pipeline.
A local touch
  • Our in-house regional country managers head up all direct engagement with local business owners.
  • Our local teams ensure we communicate professionally and effectively in all languages across respective cultures.
Bespoke documentation
  • We create bespoke documents for our clients.
  • This helps qualify our clients with business owners from our first engagement. Alongside this, we also build a relationship of trust, as our intentions are clear from the outset.
  • We can ensure that the market and local advisers are all well aware of our clients and their M&A criteria and enthusiasm for relevant opportunities.
Key drivers for project success

Our experienced team has a process-driven approach to M&A Support Services to ensure the best results possible.

01
Shortlisted

After our execution and research team submits the investor list, Tier 1 and Tier 2 investors are then approved to be approached by our clients.

02
Contact Attempt

We have contacted the decision-makers. If a contact is unresponsive, and we don't have an existing relationship, we continue to try alternative methods to engage, such as via email, phone, post, LinkedIn and approaching registered accountants and advisers of the company.

03
Contact Engaged

We have engaged with the target investors (e.g. target returned our call, emailed us back etc.); however, we have not had a conversation with them yet.

04
Client Reviews

The target has been pre-screened and the information regarding their investment strategy and interest has been shared with the client. NDAs are shared and signed.

05
Materials Shared

The client informs us that they would like to proceed and information memorandums are shared with the investor.

06
Meeting Scheduled

After the investor reviews the materials, a meeting is then scheduled and confirmed by both our client and the investor. Contact details are shared with both parties ahead of the meeting.

07
1ST MEETING COMPLETE

The first meeting is complete, and the decision is made whether or not to pursue the opportunity further. There are often numerous further meetings and information requests before LOIs are submitted.

08
NON-BINGING OFFER SUBMITTED

Investors submit an LOI in relation to the target and our client handles negotiations and processes moving forward, with any additional support they may or may not require.

Tech Enabled Research

We leverage various specialist research tools to extract greater value and original insights from big data sources.

Web Scraping

Our web scraping tools extract big data from a particular program (i.e. websites, social media channels, blogs, trade bodies etc.), allowing us to quickly collect and process large amounts of information.

Crawlers, A.I & Big Data

Our unique global database is curated with the implementation of crawlers and AI, which allows us to match relevant assets to our clients’ criteria that is then enhanced and reviewed by our experienced team.

Social Screening

Our social screening tools allow us to review professional networking and media activity across topics, industries, geographies, genders, ages, and other segments.

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