The Plexus process

Our process is quick, simple, and efficient, and ensures that we will only contact buyers you have missed. We do not get involved in the transaction and do not need to know the seller’s name.

  1. We search our database and identify those equity groups already invested in your client’s industry or which we believe could have an interest.

The Plexus database includes:

Private Equity Groups

      • Industries (names and NAICS codes) already invested in or targeted
      • Number of companies in the portfolio
      • Location of headquarters by state or country
      • Any specific geographic locations targeted
      • Contact information

Portfolio companies

      • Name
      • Its industry (name and NAICS code)
      • Sub-industry
      • Description of the company’s business
      • Location of headquarters by state or country
  1. Before we contact the potential buyer/investor we pre-clear their names with you to ensure there is no overlap.
  2. Plexus advises the intermediary when a private equity group or buyer expresses interest and emails the NDA to them with instructions to return directly to the intermediary.
  3. At the intermediary’s request, Plexus can then proceed to contact the remainder of equity groups/investors in our database.

Additional information

  • The only information we provide our contacts is the executive summary or the teaser prepared by the intermediary, or as specifically authorized by email.
  • Plexus approaches its contacts primarily by email, but occasionally by telephone. We never email blast, send out newsletters, advertise, or post on the internet.
  • Plexus never contacts the company being offered and does not need to know its name.
  • We (i) are not real estate brokers, business brokers, or licensed securities advisors or representatives, and (ii) will not in any way participate in the sale or financing of the Company, including any negotiations or discussions.
  • We never collect a fee from the buyer. Our modest success-based fee for researching, identifying, and contacting potential buyers is paid by the intermediary.

Additional services

While our principal activity is identifying qualified buyers and investors on a case-by-case basis, our database lends itself to a myriad of other uses. Please contact Plexus if you have a need that you think could be met by Plexus and the information in its database.

Contact information

Be sure to contact us if you have questions or need additional information. We would be happy to email you our short agreement, which includes a more detailed explanation of our process.