For investors
Retained origination for private equity
and family offices.
We research founder- and family-owned companies against your buy box and talk with their owners before any sale process begins. You’re introduced once fit is clear on both sides.
Pre-market access
No auction dynamics
Owners researched first
Where our deal flow starts
Triwell began inside founder-owned businesses, implementing AI and providing fractional CFO services for their owners. Those relationships are part of why our search team can reach owners before a sale process begins. Today we run retained and unretained searches for platforms and add-ons.
However you’re buying, the research comes first
Searches can be retained or unretained, and each one starts with a written buy box. What changes is the scope.
Add-on search
For sponsors building out an existing platform. We find owner-operated businesses that extend its products, geography, or customer base.
Platform search
Entering a new market? We look for the company to build around, and research the business and its owner before the first call.
Market mapping
Test a thesis on paper first. We list the companies in a sector, sort them against your buy box, and show you where the fits cluster.
Ongoing origination
A standing program that keeps working your thesis and brings you owners as they become open to a conversation.
Talk to us about your thesis
Each stage ends with something you can use
Select a step to see the work involved and what you receive at the end of it.
Outcome
A written buy box that every target list is built against.
Step 1 of 6
Buy box
Outcome
A written buy box that every target list is built against.
We study every company before we call it
Every account is researched against your thesis before it’s touched. If a company doesn’t fit, its owner never hears from us.
Target profile
Company name redactedProfile
- SectorRedacted
- RegionRedacted
- OwnershipRedacted
- Size bandRedacted
Research notes
Notes redactedFit checks
- Thesis fitReviewed
- Owner goalsReviewed
- FundamentalsReviewed
- CultureReviewed
- StructureIn progress
- DiscretionReviewed
Researched against your buy box
Illustrative view. Client data is never shown.
$500M+
Founders’ career transaction experience*
6+
Industries served
*Combined across the three founders’ careers.
You always know where your search stands
Each search gets our full research, so we run only a few at once.
Biweekly working session
Every two weeks we review the pipeline with your team and adjust targeting as the search develops.
KPI report
A report on outreach activity, owner responses, and meetings booked, so progress is measurable.
Pipeline handoff
Interested owners are handed to your team with notes on fit, goals, and timing.
Where we look for privately held companies
Home and commercial services
Roofing, HVAC, plumbing, landscaping and other services for homes and commercial properties.
Industrial and field services
Maintenance, repair, inspection and testing work done on site at plants and facilities.
Specialty manufacturing
Niche fabricators and component makers that serve specific end markets.
Business and professional services
Recurring services other companies depend on, such as staffing, facilities support, accounting and IT.
Distribution and logistics
Distributors, wholesalers and carriers that move products to the businesses that use them.
Construction and building services
Specialty contractors and trades working on new construction, renovation and building upkeep.
Not seeing your sector? Ask us.
Request a sample market map
for your thesis.
Share your buy box and we’ll put together a sample market map, so you can see how a search would start.
Selling a business? See how we help sellers