Ask Nancy
Meet Nancy — an M&A adviser built to give you straight answers. Do not wait for brokers. Get instant insight on M&A strategy, valuations, and the market, and let our team take it from there.
Instant answers on strategy, value and the market — and answers from our team.
Nancy is the concierge front of our proprietary deal intelligence — no queue, no listing, no waiting for a broker to call back. Share a few details and your question, and we route it straight to a principal with Nancy's read attached.
A principal's read, not a listing.
- Instant insight on M&A strategy, valuations, and market signals
- No waiting for a broker — you reach the buyer's side of the table
- Nancy pulls the research; a principal replies with the judgment
Prefer to talk.
Phone
(888) 560-5852
Email
[email protected]
Offices
Toronto & San Francisco
The engine under our proprietary deal flow.
The Nancy you ask is the same intelligence that powers our acquisition search — target ranking, real-time signal detection, and pipeline intelligence across every mandate.
She gathers and structures data, scores companies against criteria, and flags the moves worth acting on. That is what lets a public question get a fast, grounded answer — and it is the same technology edge we deploy for our own mandates and the companies we back.
Three jobs, run continuously.
Target ranking
Scores and ranks candidate companies against your criteria, so the strongest fits rise to the top of the list.
Signal detection
Monitors real-time data for the signals that suggest a company is ready to sell, raise, or talk — and surfaces them early.
Pipeline intelligence
Keeps every target, conversation, and next step organized, and prioritizes outreach so nothing qualified goes cold.
Have a harder question.
When the answer needs a person, not just a fast read, start a direct, confidential conversation. No obligation.