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Win advisory mandates instantly.

Pick the sector, shape & size to suit your experience and network, then win the mandate.

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54,327UK business sales, 2025

How many owners thought about selling but didn’t take the jump?
Your experience could change that.

Boardroom footage
What you get

Five ways to win mandates earlier.

01

Fill known gaps.

Identify sellers with specific open questions around buyer, valuation, structure, or retention. Step in where direction is needed.

02

Manage expectations.

Identify sellers with aspirations out of kilter with the market. Help educate them on how and why — and earn the mandate by being straight early.

03

Specialism aligned.

Find and work with clients whose circumstances best fit your expertise. Deeper match, cleaner process, stronger outcome.

04

Public track record.

With your profile detailed in public, prospective clients come to you without solicitation. Your platform reputation compounds with every closed mandate.

05

Automated alerts.

Set your profile once. The system updates you when prospective clients join the platform with needs that align with yours.

The cycle

Browse. Filter. Pitch. Win.

How an advisor moves from unassigned mandates to an open engagement conversation — specialism-aligned, seller-approved, in the background.

01
Browse the feed.
Project Kestrel £4.2–4.8M Industrial services · SE · £5–10M rev
Project Meridian £2.1M Services · London · £2–5M rev
Project Lyra Don’t know SaaS · National · £1–2M rev
Project Arbor £8–10M Manufacturing · NW · £10–20M rev
02
Filter to your sectors.
Sector match
Services businesses
Industrial
Technology & SaaS
Mandate signals
Price: ‘don’t know’
Exit type: ‘don’t know’
Deal size band
£1–5M
03
Pitch. Mix and match.

A short pitch works. So does a prior deal, a case study, or your firm credentials. Mix and match — the seller sees everything you include when they review, and sorts their inbox accordingly.

Format · 01

Pitch message. The baseline.

A short, specific note — why you’re the right advisor for this mandate. Always attached alongside any format below. Three sentences, no padding.

Pitch message attached to request
Eight services-sector mandates closed in the last five years — seven at £5–10M revenue, matching your band. For a mandate with ‘don’t know’ on buyer type and deal structure, I’d propose a four-week discovery before full engagement. We’re available to discuss this week.
From Grafton Partners
Format · 02

Deliverable range. What I can land for you.

A shareable card of the valuation and structure an advisor expects to deliver on this mandate — headline range, completion split, deferred, earn-out, rollover. Grounded in the sector track record, not aspiration.

Deliverable range expected min / max I can deliver
Price £5.0M – £6.0M
£3.0M£8.0M
At completion 65% – 80%
0%100%
Deferred 10% – 20%
0%30%
Earn-out 5% – 15%
0%40%
Rollover equity 0% – 5%
0%20%
Basis

Ranges reflect what I’ve actually landed for services-sector sellers at your band over the last five years — not what I’d hope for. Firm offers will live inside this envelope or explain why they don’t.

Seller’s ask £5.0 – 6.0M
Format · 03 · Firm

Case study. With attribution.

A redacted narrative of a closed mandate, paired with a cleared quote from the seller you worked with. The strongest credibility artefact an advisor can share. Firm tier only.

Case study Firm
Completed

Services Business
Phased Succession

SectorServices businesses
Structure70% cash · 30% earnout (2y)
Bidders6 · closed in 14 weeks
Restructured the earn-out before marketing. Six credible bidders at close. Clear-eyed through every decision point — including the ones I was the problem.
Seller · Services, SW
Closed · cleared for case-study use Q3 2024
Format · 04

Firm profile. Travels with every pitch.

Your firm credentials, specialisms, and platform counters — automatically attached. The pitches submitted / approved line is the seller’s quickest trust signal.

Firm profile shown to every seller you pitch
23 5-yr mandates
2 Offices
12 Team
Mandates per year
20246£38M
20235£32M
20224£27M
20214£22M
20204£18M
Deal size covered
<£1M10%
£1–5M35%
£5–10M35%
£10–25M15%
£25M+5%
Stage mix
Growth20%
Mature60%
Turnaround12%
Distressed8%
Sector
Services Industrial Healthcare
Buyer type
Trade PE fund Listed Individual
Exit type
Full exit Partial exit Phased exit
Pitches submitted / approved 23 / 18
04
Approved. Pitch terms.
Seller, Project Kestrel
Thanks for pitching. Before terms — what’s your sector experience?
Ruth Ashford, Grafton Partners
Shared Sector match · 5-year record
Services-sector mandates8 closed
At your revenue band (£5–10M)7 of 8
Completion rate100%
Seller, Project Kestrel
Strong sector match. Where should our number land?
Depends on lots of things, but the shape of your trading would be a great place to start.
Ruth Ashford, Grafton Partners
Seller, Project Kestrel
Shared Three-year trading
 FY23FY24FY25
Revenue£5.7M£6.5M£7.4M
EBITDA£0.8M£1.0M£1.2M
Ruth Ashford, Grafton Partners
Engagement proposal From Grafton Partners
£6–8.5M Indicative range · 2.5% retainer + success fee tiered to outcome
Indicative today — but we have a clear plan to take you to the top of that range. We’ll benchmark it against deals we’ve closed, where our preparation, presentation and buyer relationships earned the trust that pushed the number up. Our terms flex to share the risk and the upside. Six-week discovery, then a twelve-week mandate; let’s meet and walk it through.
Seller, Project Kestrel
Works. Let’s meet to walk through.
Next Tuesday, 10am at your offices. I’ll bring the Director who closed a deal most like yours just four weeks ago, to walk you through their learnings and process.
Ruth Ashford, Grafton Partners
Seller, Project Kestrel
Confirmed.
Pricing

Three tiers. Scalable cost & opportunity.

Every tier includes unlimited browse and the full sector filter. The difference is how many pitches you can send, how many seats you run, and how richly you show up to sellers.

Solo

For sole practitioners testing the feed.

£199/month
or £169/mo billed annually (save £360)
  • 3 pitches / month
  • 1 seat
  • Unlimited browse + sector filter
  • Saved searches · daily digest
  • Compact profile · 400-char about
  • Up to 3 prior deals visible
  • — Case studies (Format 03)
  • — Post-offer filter
  • — Featured placement
Subscribe to Solo →
most taken Team

For advisory firms running continuous mandates.

£599/month
or £509/mo billed annually (save £1,080)
  • 10 pitches / month
  • 3 seats · shared inbox
  • Unlimited browse + sector filter
  • Saved searches · instant alerts
  • Expanded profile · logo + 1,000 chars
  • Up to 15 prior deals visible
  • Case studies (Format 03)
  • Post-offer filter
  • Featured placement in discover
Subscribe to Team →
Enterprise

For corporate finance houses covering the full market.

£2,000/month
or £1,700/mo billed annually (save £3,600)
  • Unlimited pitches
  • Unlimited seats
  • Unlimited browse + all filters
  • Saved searches · all cadences
  • Full profile · banner + team directory
  • Unlimited prior deals visible
  • Unlimited case studies (Format 03)
  • Post-offer filter
  • Priority support + onboarding
Subscribe to Enterprise →
Both sides verified

Nobody on this platform is anonymous to us.

Sellers

Can only post for a company they control.

Every seller confirms their officer or PSC record against the Companies House register, or passes a photo-ID check. They post for their business — not someone else’s.

Advisors

Firm-matched and LinkedIn-verified. Always subscribing.

Corporate advisors match their email to their firm’s registered website; sole practitioners verify with LinkedIn. Every advisor account carries an active subscription — and LinkedIn verification is mandatory on both paths because advisors pitch sellers personally.

Answered

What advisors ask first.

How is this different from a broker network or a mandate-sharing platform?
These are owner-managers who have not yet appointed anyone. There is no incumbent to share with, no introducer fee, no rev-share. You pitch the seller directly via the platform messaging thread; if they engage you, your engagement letter is your own. We take no cut of the mandate.
What does the ‘mandate-candidates’ filter actually do?
It narrows the feed to listings where the seller has answered ‘don’t know’ on asking price, exit structure, or retention period. These are the listings most likely to benefit from an advisor — and where the pricing-reset specialism gets amplified in the seller’s review queue.
How do sellers choose which advisor to engage?
Sellers see a ranked list of advisors who’ve requested access. The sort considers specialism match, sector overlap, deal-size band alignment, and your platform counters (pitches submitted / approved). Platform reputation compounds with use. Firm-tier profiles with cleared case studies rank more prominently.
I’m a sole practitioner with no firm — can I still use this?
Yes — the individual path exists for that. LinkedIn verification is mandatory (for both corporate and individual paths, unlike buyers); your profile leads with your LinkedIn credential + prior deals. No firm website or Companies House number required.
Do I need FCA authorisation to subscribe?
We don’t collect an FCA FRN as a field in v1. If your advisory work requires authorisation, that’s between you and your regulator; you can declare it in your about narrative. We review FCA data-collection in v2 as volume scales.
What happens if I cancel mid-month?
Access runs to the end of your paid period. No automatic refunds. Existing approvals remain active through their natural expiry; messaging threads stay open. Your profile content, saved searches, and counters are retained indefinitely — reactivate any time and pick up where you left off.
Mandates before they are mandated.
Instantly connect with owner-managers eager to sell.
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