Whitman Advisory provides private equity firms with a systematic approach to finding investment opportunities. Our process begins by defining your ideal company profile—from sector and size to growth characteristics—and identify attractive sub-sectors, building a universe of potential targets. This foundational work ensures our sourcing efforts are focused and efficient.
Whitman’s Private Equity team utilizes a powerful combination of technology and human intelligence to monitor targeted private companies. We track growth signals, leadership changes, and other key indicators across web data, and industry associations.
For the most promising targets, we assess their fit as a platform or add-on and identify key value levers—such as EBITDA improvements and working capital optimization—to inform your 100-day plan before a deal is even signed. While we cultivate strong relationships with intermediaries, our focus remains on uncovering angles that give you a competitive edge.
To build a more strategic and proprietary deal pipeline, contact us to schedule a discovery call.
