EXIT
Your life’s work.
Your next chapter.
A considered approach to what comes next.
BUYER MANDATE
Define the fit.
Focus the search.
Capture the acquisition criteria that matter so Graystone can understand your mandate and route relevant opportunities.
Call or Text 281-822-2526 ↗ Share Acquisition Criteria ↗Buyer mandate
Specific criteria create better conversations.
A useful mandate goes beyond an industry label. Geography, size, ownership profile, transaction structure, and strategic rationale all shape which opportunities are truly relevant.
Share the criteria that define a strong fit, and Graystone will bring relevant opportunities to you as they emerge.
SectorGeographySizeOwnershipStructure
The dimensions
What a complete mandate covers.
- Sector focusIndustries and sub-sectors you want, and those you will not consider.
- GeographyRegions, states, or markets where you can own and operate.
- Size rangeRevenue and EBITDA ranges that match your capital and experience.
- Ownership profileFounder-owned, family-owned, or sponsor-backed businesses.
- Transaction structureMajority, minority, recapitalization, or full acquisition.
- Strategic rationaleThe capabilities, customers, or markets the acquisition should add.
- Operating roleWhether management stays, transitions, or you step in.
- FinancingHow the transaction will be funded and any approvals required.
- TimingWhen you want to close and how quickly you can move.
After you share criteria
What happens next.
- First
Review
A Graystone advisor reviews your mandate and follows up with any questions.
- Then
Match
Your criteria are compared with current and emerging opportunities.
- When it fits
Introduce
You receive an anonymous summary of the relevant situation.
- Your call
Engage
Qualified interest moves into the confidential process.
Questions
About sharing criteria.
Is my information kept confidential?
Yes. Your mandate is shared only with the Graystone team and used to identify relevant opportunities.
Can I update my criteria later?
Yes. Strategies evolve, and a short note to your advisor keeps your profile current.
Does sharing criteria commit me to anything?
No. You decide whether to pursue any opportunity we bring to you.
Do you work with first-time buyers?
Yes, including acquisition entrepreneurs and independent sponsors with a clear plan and financing path.
Call or text first. Or share your criteria in writing.
A short call is usually the quickest way to tell us what you are looking for. If you would rather submit details in writing, use the form. You can also use it to update criteria you have already shared.
What happens next: we review your criteria, assess fit, and share an approved anonymous summary where one matches. Qualified interest then moves into the confidential process, and any NDA requirement is identified before restricted details are released.
Your details are used to respond to your enquiry. See our Privacy Policy.
Graystone Direct
Walk us through your thesis.
Call or text 281-822-2526 to talk it through, or share your criteria in writing and we will follow up.
Call or Text 281-822-2526 ↗ Share Acquisition Criteria ↗