Internal Process Documentation

Acquisition Outreach Process

Confirmed workflow for DCC acquisition outreach. Simple, direct approach with 4 phases from initial contact to closing.

1

Initial Contact

Days 1-7

Email from: [email protected]

Message: Simple and direct. "We represent a large client/fund looking to make an acquisition offer. Are you interested in hearing the offer and knowing who the buyer is?"

Validation: Run all CEO emails through Million Verifier before sending. CC secondary addresses where available.

Parallel: Santiago contacts via LinkedIn using Frank's profile.

2

Interest Confirmation

Days 7-14

If positive response: Share clean Manus proposal page with full details (buyer identity: Tony, DCC, $200M fund, mandate, next steps).

Internal: Get yes/no from Tony (likely interested in most targets).

Sequence: 2-step email + LinkedIn message process.

3

Due Diligence & Offer

Days 14-30

NDA: Sign NDA and receive financials.

Review: Check minimum revenue requirements. Target can self-eliminate if numbers don't match.

Offer: Make formal offer if fit is confirmed.

Call: Get Tony on a call with CEO.

4

Proposal & Closing

Days 30-60

Proposal: Create personalized Manus proposal page with all deal details.

URL format: proposal.acquiry.com/dcc-acquisition/company-name-offer/

Closing: Standard M&A process (legal review, final due diligence, closing).

Timeline: Target 30-60 days from initial contact to close.

Initial Test Run

We will start with Accounting & Bookkeeping SaaS companies as the first batch. This vertical has 51 targets with 70% email coverage (35 verified CEO emails).

Batch size: 30 leads at a time
Goal: Test response rates and optimize messaging before scaling to Wealth Management Tech (24 companies) and Financial Data & Analytics (23 companies).

Email Templates

1. Initial Email

Subject:

Confidential Acquisition Offer | [Company Name] | Ref: ACQ/26-DCC

Body:

Hi [CEO First Name],

My name is Frank from Acquiry.

We are advising a publicly listed strategic acquirer with approximately $200M allocated for acquisitions. Following detailed internal review, we would like to proceed discussions to present an acquisition offer to acquire [Company Name] on behalf of our client.

This forms part of their defined expansion strategy, with capital allocated and transaction capacity in place.

We have prepared a detailed overview of our acquisition criteria and mandate. Would you like to review the materials and know who the buyer is?

Frank

2. Follow-Up Email (7 days later)

Subject:

Re: Confidential Acquisition Offer | [Company Name] | Ref: ACQ/26-DCC

Body:

Hi [CEO First Name],

I wanted to follow up on my note below. While we initially referenced a full acquisition, our client is also open to structuring a majority investment if that better aligns with long term objectives.

We would welcome the opportunity to present the mandate materials and outline both structures in more detail.

Would you like to review the materials and know who the buyer is, or is there someone else we should speak with initially?

Frank

3. LinkedIn Connection Request

Hi [CEO First Name],

I am advising a publicly listed acquirer with $200M allocated for acquisitions and would like to discuss a potential acquisition of [Company Name].

Would value connecting.

Frank

4. LinkedIn InMail

Subject:

Confidential Acquisition Offer | [Company Name] | Ref: ACQ/26-DCC

Message:

Hi [CEO First Name],

I am reaching out regarding a potential acquisition of [Company Name] on behalf of a publicly listed client with $200M allocated for transactions.

We have prepared mandate materials outlining the proposed acquisition framework.

Would you like to review the materials and know who the buyer is?

Frank

Key Points

  • No long emails. Simple CTA gets high response rates.
  • Full transparency after initial interest (buyer identity, mandate, terms).
  • Self-elimination option keeps process respectful and low-pressure.
  • Fast timeline: 30-60 days total from first contact to closing.
  • Tony will look at anything, small and large deals, multiple companies possible.