M&A Referral Programme for Professional Advisers
You remain the trusted adviser. We lead the M&A workstream and keep you informed throughout, subject to your client’s instructions.
Your rules come first', body:
We do not contact an owner until authorised. Buyer outreach is controlled, anonymised where appropriate and managed under NDA.
Can we discuss a client without naming them?
Yes. An initial discussion can be entirely anonymous. We only request identifying information when there is a clear fit and you are authorised to share it.
How are referral fees handled?
Direct introductions receive 20 percent of our success fee and attributed introductions through an adviser’s website receive 15 percent. Payment is made under a written referral agreement on completion, subject to the referring firm’s own professional rules and disclosure obligations.
Will we remain involved with the client?
Yes. You remain the trusted adviser. We agree the communication protocol at the outset and provide appropriate updates throughout the transaction.
What sectors do you cover?
Our principal focus is Testing, Inspection & Certification, building services and facilities management, and specialist healthcare businesses in the UK and US.
Do we have to add the valuation tool to our website?
No. It is an optional channel for firms that want owners to request an initial report online. A direct, confidential introduction is the standard route and requires no website changes.
DealFlowAgent is a London and New York M&A advisory firm for owners of Testing, Inspection & Certification, building services and facilities management, and specialist healthcare businesses. We advise on the sell side only, so there is never a conflict with the buyers across the table.
Every engagement is led by a senior M&A advisor and supported by a sector specialist recruited for the client's industry, typically 15 to 25 year operators or advisors with direct buyer relationships in the niche.
More than 13,000 acquirers are registered on our platform, alongside our advisor network and institutional data tools. Every relevant strategic and financial buyer is identified before a process begins.
We work on a success-fee basis and are paid by the seller on completion. Our incentive is a competitive process, a completed transaction and the strongest available terms for your client.
Direct introductions receive 20 percent of our success fee. Referrals attributed through an adviser’s website receive 15 percent. Fees are paid on completion under written terms and always remain subject to your firm’s own professional obligations.
Principal sector coverage: Testing, Inspection & Certification, building services and facilities management, and specialist healthcare across the UK and US.
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Industry publications and events where DealFlowAgent has either been featured in or exhibited at. It is often where we build relationships with business owners, business buyers, and team members.
Watch Chris share his experience working with DealFlowAgent.
Watch Nikki share her experience working with DealFlowAgent.
I couldn't have asked for better support during my exit. They found the perfect acquirer and negotiated terms that exceeded my expectations.
Hear directly from business owners and advisors who've worked with us.
The founder, in his own words
Introduced through a founders’ network after the JamPot sale. Our sector specialist, Sidd, led the mandate and negotiated the cash element to double the amount first offered.
Over the past four years we have advised on 22 successfully completed transactions. Each entry states the target, the acquirer, the consideration basis and the process. DealFlowAgent acted as sell-side adviser on every mandate listed.
Referral-led mandate, introduced by a former client
M&A Referral Programme for Professional Advisers
Discuss a client or establish a referral relationship.
No client details are required at this stage. Tell us who you are and what you would like to discuss. A senior member of the team will respond directly.
Joe or Duncan will respond personally within one business day.
The booking calendar should have opened so you can pick a time now.
What would you like to discuss?
Strictly confidential. We do not contact an owner until you authorise us to do so.
Get a free embed of our valuation widget.
Place it on your website, in a dedicated blog post or on a page with high traffic. You can track every referral all the way through, and you receive your 15 percent referral commission on completion. A passive income stream without having to lift a finger.
It is entirely optional. A direct, confidential introduction remains the standard route and requires no website changes.
Our success fee is charged on a tiered scale, so your referral share rises with transaction value. Two tiers: 15 percent of our success fee for an ambient referral (a quiet mention or a post shared), 20 percent for a direct introduction. The figures below show your fee at each transaction value.
A £5m transaction introduced directly pays £40,000. Direct introductions above £20m in transaction value earn £120,000 or more, rising to £320,000 at the top of the scale.
Figures show the referral share of our success fee at each transaction value, calculated on our published tiered fee scale and paid on completion under the written Referral Agreement.
UK or United States only', body:
You must already know the owner
A referral is an introduction between two people who already know each other. Sending us a name you found online, or a contact you have never spoken to, is not a referral and will not be treated as one.
No outbound campaigns in our name
Do not run cold email, cold LinkedIn or mass messaging to source referrals. Do not describe yourself as acting for DealFlowAgent, and do not use our name in outbound messaging. This protects the owner, your reputation and ours.
Accountancy, legal, tax, wealth management and recruitment firms may introduce clients where their own professional and confidentiality obligations allow it. Ask the client first. Nothing here overrides your duties to them.
Business owners talk to us because the introduction came from someone they trust. Four rules keep it that way.
Referrals made outside these rules are declined and no fee is payable. We would rather lose an introduction than have an owner receive a message they did not want.
Pick a time that suits. 20 minutes, confidential, no pitch.