Referral Partner for Private Equity Firm

Description: We’re a private equity firm expanding our U.S. portfolio and seeking professional referral partners—accountants, wealth managers, and business attorneys—who have relationships with owners considering a sale. If you know of clients or contacts who meet our criteria and are exploring succession or liquidity options, we’ll pay you a success fee for every business you refer that we successfully acquire. This is not a full‑time role—it’s a performance‑based partnership. Our Buy Box (Ideal Business to Refer): ✅ U.S.‑based business ✅ 5+ years in operation ✅ $1M+ annual revenue ✅ $250K+ annual profit ✅ A #2 operator/manager already in place ✅ Industries we love: Marketing agencies, logistics/trucking companies, and video/media production firms Your Role: Introduce potential sellers or refer your existing clients ready to exit or partially exit their company. Provide a warm introduction or verified contact details. Maintain confidentiality and professionalism at all times. Once a referred deal closes, you’ll receive a pre‑agreed success fee as a thank‑you for facilitating the connection. Requirements: Must be fluent in English (spoken and written) Background as a lawyer, accountant/CPA, or wealth manager/financial advisor Strong communication and client relationship skills Familiarity with U.S. business operations or U.S. clients Compensation: Success‑Based Fee per closed deal (details shared privately upon request) Potential for ongoing partnership depending on volume and quality of referrals How to Apply: To confirm you’ve read this post, please start your message with the word “DEAL”. In your response, briefly share 1–2 examples of the types of clients you advise and whether they’re based in the U.S. Quick Notes: You can be located anywhere, but all referred businesses must be U.S.‑based. There is no upfront cost or obligation; you simply earn a success fee upon a closing you’ve facilitated. #PrivateEquity #ReferralPartners #Accountants #WealthManagers #Lawyers #MergersAndAcquisitions #USABusiness #DealFlow

• 1️⃣ Qualified Referral Submissions
• Introduce or refer business owners who fit our buy box:
• U.S.‑based business
• 5+ years in operation
• $1M+ annual revenue
• $250K+ annual profit
• A #2 operator/manager in place
• Industry focus: marketing agencies, logistics/trucking firms, video/media production companies.
• Each referral must include:
• Business name and contact info of owner (or your client)
• Contact person’s title and email/phone number
• Brief summary why the owner may be exploring or open to a potential sale
• Approximate size or revenue estimate (if known)
• Confirmation that the business is off‑market (not publicly listed for sale)
• 2️⃣ Warm Introduction or Verification
• Make an introductory email or LinkedIn hand‑off between the business owner and our acquisitions team, or verify the owner’s interest in being contacted about a potential acquisition conversation.
• Maintain confidentiality and professionalism throughout each hand‑off.
• 3️⃣ Referral Log / Summary Report
• Keep a running document or spreadsheet of all referrals you send us, with:
• Submission date
• Company name
• Owner contact details
• Outcome status (Intro sent / Exploring / Deal in discussion / Closed / Declined)
• 4️⃣ Weekly Check‑In (While Active)
• Provide a simple weekly message or short update on any new potential sellers or introductions made within that period.
• 💰 Compensation Structure
• This engagement is success‑based: you’ll receive a pre‑agreed fee for each deal that successfully closes as a direct result of your referral or introduction.