DealFlowAgent named Company of the Month by Building & Facility News.
A confidential referral programme for accountants, lawyers, financial advisers and growth partners. Introduce founders considering a sale of their essential services, healthcare or building services business and earn 15 to 20 percent of our success fee on completion, backed by a written referral agreement and NDA.

Your client trusts you because you've earned it across years of tax returns, restructures, contracts, succession planning. So when they finally say the words, 'I think I'm ready to sell', your recommendation carries weight.
Recommending the wrong M&A advisor isn't just a deal risk. It's a reputational one. The wrong process erodes trust you spent a decade building.
We built this referral programme to be the firm you can recommend without hesitation. We work within your conduct rules, brief you weekly, and treat your client like our most important one, because to you, they are.
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.
| Transaction value | Ambient referral (15%) | Direct introduction (20%) |
|---|---|---|
| £1m | £7,500 | £10,000 |
| £5m | £30,000 | £40,000 |
| £10m | £52,500 | £70,000 |
| £20m | £90,000 | £120,000 |
| £50m | £165,000 | £220,000 |
| £100m | £240,000 | £320,000 |
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.
Every introduction is confirmed back to you by email within 24 hours and logged against your firm.
Your introduction is attributed to you for 18 months, whether or not you have signed the Referral Agreement at the time you make it.
We never contact a business owner you have flagged until you tell us to.
Fees are paid on completion under the written Referral Agreement, published in full below. No surprises at the finish line.
For accounting and law firms, referring the sell-side mandate is often the difference between retaining the client for the next decade and losing the account entirely.
Keeping your client in-house through a sale process protects recurring audit, management-accounts and legal fees that are otherwise lost when a founder moves to a transaction-side firm.
Post-introduction, you remain the incumbent adviser on tax structuring, completion accounts, SPA review and post-close integration workstreams. Acquirers frequently retain the incumbent adviser through the transition period. And where buyer-side workstreams arise across our network, partner firms are introduced first.
15% on ambient referrals and 20% on direct introductions of our completion fee, in addition to any advisory work you continue to bill directly.
Our team runs a focused book of live sell-side engagements in Building Services, Facilities Management and Healthcare. Each engagement is contract-backed and worked by a dedicated deal team, with capacity actively expanding through 2026.
Before you recommend us to a client, here is exactly where we have buyer relationships, comparable transaction data, and sector-trained advisors. Two pillars: essential building services and healthcare.
Essential, recurring-revenue trades plus fire and life safety. Strong buyer demand from search funds, trade strategics, and PE-backed consolidators.
Recurring-service businesses keeping buildings, sites and estates running. Reliable cashflow, sticky contracts, very buyable.
Specialist clinics and care models with predictable demand. Active buy-side mandates from healthcare platforms, family offices, and PE.
Adjacent B2B services occasionally, ask Joe before referring outside these three pillars.
A live, mapped buyer network across strategic, financial and independent capital. Named counterparties are shared under NDA once a mandate is signed.
Strategic acquirers
UK and US trade consolidators in building services, facilities management and healthcare. Groups building regional density in HVAC, fire safety, electrical, plumbing, drainage, security and multi site clinical services.
Private equity
Lower mid market and mid market sponsors executing buy and build theses across essential services. Both platform investments and bolt on acquisitions into existing portfolio companies.
Search funds and independent sponsors
Individual acquirers and small cap search funds targeting single owner operator businesses, typically £1m to £5m EBITDA, with a clear succession or growth thesis.
Read the mandate scope, sector focus and referral economics above. When ready, book a 30 minute confidential call with our partners desk. We answer every question on economics, attribution, timing and process, and address any points on the Referral Agreement.
Review and countersign the Referral Agreement and, where required, a mutual NDA. Then introduce us to business owners in your network. A short email, a WhatsApp intro, or a name flagged privately to our team is all it takes. Every introduction is logged against your firm.
Some founders are one to five years from a sale. Others are ready in the near term. We support both. Businesses above 5m in revenue are typically onboarded at no cost. Below 5m, a modest engagement fee applies, in most cases a few thousand pounds, covering our valuation and positioning work. From there we run the end to end process: valuation report, business optimisation where useful, curated buyer outreach, negotiation and completion.
Start here
Held with our partners desk. Covers economics, attribution, sector fit and the Referral Agreement. No obligation to proceed.
Regulated professionals can receive referral fees with informed client consent and written disclosure. Most firms use one of three routes. Route one: an advance consent paragraph in your engagement letter stating the likely fee range. Route two: a specific consent letter per referral, signed before the introduction proceeds. Route three: rebate the fee to your client, or waive it entirely, and refer because the outcome is right. We provide the client consent and disclosure templates for all three routes, compatible with RQ, the referral platform ICAEW offers its members. Growth and hiring agencies without a professional conduct framework can skip this section entirely.
This is a summary of the framework, not legal advice. Your firm's professional obligations govern.
We work within your firm's professional conduct framework. Disclosures, conflict checks, fee structures, tell us your constraints and we paper to them.
You stay the trusted advisor. We handle the M&A workstream, you stay the senior counsel the client called first. We don't cross-sell or compete on your other lines.
Valuation, anonymised buyer outreach, IM, NDA management, LOI, DD coordination. The kind of process you would want for your own client, that is the only standard we know.
15% on ambient referrals, 20% on direct introductions of our success fee. Structured to your firm where required, personally where allowed. Deal-linked and paid on completion — see the fee table above for the exact figure at each transaction value.