Data Brokering
Several departments, longer histories and more people with a stake in the decision. We find the sponsor, map the records, and bring our partner a well-defined opportunity.
A middle-market company records work in every department: quotes and orders in the sales system, escalations in the help desk, the month-end close in the finance stack, project revisions in shared folders, and the decisions connecting them in email and Teams. Each can be a distinct opportunity.
More history usually means more people involved. An executive sponsor needs to see the commercial case, a system owner needs to explain what the records contain, and finance, IT and counsel each have a legitimate say in what leaves the business. An opportunity that skips them has to be restarted.
We do the front-end work: find the sponsor, establish which departments hold complete, connected records, and prepare a brief our licensing partner can act on. The partner then leads the detailed assessment, rights and security review, preparation, valuation and buyer process, working directly with your teams.
Headcount and revenue describe the business; they do not set the value of its records. That comes from the partner's assessment. We are not legal counsel, and your counsel reviews every agreement.
Typical sources
In the middle market the question is rarely whether records exist. It is which department's history is complete, who can explain it, and who can approve the next step.
Answering those three questions is what turns interest into an opportunity our partner will take on.
How We Run It
Sponsor first
We start with the executive who can recognise the commercial opportunity and bring the right people together, not with whoever has admin access.
Records mapped by department
We establish which departments hold complete, connected work and how many years survive, including archives and older systems.
A brief the partner can act on
Business type, relevant work, systems, retained history, decision makers and exclusions, set out factually before any introduction.
Specialists where they belong
Security, rights, legal coordination, extraction and preparation are led by the partner's responsible teams, working with yours. We keep the process moving.
How It Works
We start with the executive who can act, and agree which departments and records are worth looking at first.
With the system owners, we establish what each department holds, how it connects and how much history remains.
With your agreement, we introduce a well-defined opportunity to our licensing partner, who decides what to assess.
The partner scopes the assessment with your teams and runs the buyer process. We stay your point of contact until you decide.
Other Segments
Owner-led businesses with years of operating history and a decision maker who can act. Fewer people involved, and a short path to an answer.
Lower Middle MarketRecords across departments and subsidiaries, under formal governance. We start with one unit and one sponsor, and the partner scopes from there.
EnterpriseTell us which departments and systems hold the company's history and who would sponsor the conversation. We will tell you whether it is worth an assessment and how we would run it with your teams.