Clarity in Every Deal. Confidence in Every Investment.

Outsourced financial analysis, deal sourcing, and due diligence support—delivered by a team that’s worked on both sides of the table.

Primestone partners with venture capital firms, private equity funds, family offices, and strategic investors to deliver fast, deep, and reliable deal support.

Transaction Support Built for Operators

We give acquisition-focused businesses the research, structure, and outreach they need to execute smart deals.

Target vetting, initial diligence, and outreach to sellers.

Sector-based acquisition targets, validated and ranked.

Exit planning, positioning, data room readiness, and buyer identification.

Discreet outreach strategies that surface warm opportunities.

Real-world modeling—DCF, LBO, and precedent transactions for both sides of the deal.

Term sheet reviews, waterfall modeling, and financial package assembly.

Investment Research & Financial Analysis

We conduct in-depth financial and strategic analysis tailored to your investment goals. Our research process combines granular modeling with a macro view of competitive positioning and growth potential.
• Industry Research
• Competitive Benchmarking
• Scenario Modeling
• Bottom-Up Financial Models
• DCF, LBO, and Precedent Valuation
• Risk Factor Identification

Financial Due Diligence

We support your investment committee process by handling everything from pre-term sheet diligence to deep-dive reviews.
• Historical Financial Analysis
• Quality of Earnings (QoE) Review
• Cap Table, Burn Rate & Runway Analysis
• Growth Forecast Validation
• Red Flag Reports & Risk Maps

Deal Sourcing

Whether you’re launching a new fund strategy or scaling deal flow, we help you identify and access opportunities others miss.
• Custom Deal Scouting
• Acquisition Target Lists
• Early Access Through Our Partner Network
• Outreach & Warm Intros

M&A Support

We offer both buy-side and sell-side support throughout the deal lifecycle.
• Valuation Models (DCF, LBO, Accretion/Dilution)
• Pro Forma Analysis
• Synergy Modeling
• Deal Structuring Support
• Data Room & Documentation Prep

Need Deal Support or Research?

Let’s discuss how we can support your next move.