Platform Referral Partnership | Valuation Tool | DFA
We do not compete with your product
We are an M&A advisory firm. We do not sell software, we do not resell anyone else\u2019s, and nothing we publish steers your customers toward another platform.
Your user stays your user
We never market to your base. Contact is limited to the owner who asked for a valuation, on the subject they asked about, and you can be copied on everything.
One line of code, nothing to maintain
A single script tag, themed to your brand, hosted and updated by us. No API work, no data sync, no roadmap slot required from your engineering team.
Paid to the company, on completion
15 percent of our success fee on referrals through your embedded tool, 20 percent where your team introduces an owner directly. Invoiced by the platform and settled within 14 days of cleared funds.
Does this compete with anything we already sell?
No. We are a sell-side M&A advisory firm covering building services, facilities management and healthcare businesses. We have no software product, no marketplace fee and nothing to upsell your customers.
What data do you get about our users?
Only what the owner types into the valuation tool themselves: their website, their sector and their own figures. We receive no export, no API access and no customer list from you.
Who owns the relationship afterwards?
You do. We are engaged on the sale, and we are copied to you on request throughout. When the transaction closes we are finished, and the owner remains your customer for as long as they trade.
How is a referral attributed to us?
Your partner code is baked into the embed snippet and into any link we give you. Every enquiry carrying that code is tagged to the platform for an 18 month window, and the tag survives the owner leaving and coming back.
Can the tool be white-labelled?
It can be themed to your palette and typography and introduced as a benefit of your platform. The report itself carries our name, because the advice and the liability are ours.
A short written referral agreement setting out the fee share, attribution window and non circumvention, plus a mutual NDA. We are equally happy to sign your standard partner agreement.
What if only a handful of our customers ever sell?
That is usually the case, and it is still worth doing. A platform with several thousand owners on it typically has dozens approaching a sale in any year, and a single completion pays more than most partnership programmes return in total.
What the platform is paid
On our typical mandates that is a payment of £10,000 to £240,000 for a single customer who goes on to sell. It leaves our account within 14 days of cleared funds, paid to the company against your invoice.
Your customer success or partnerships team introduces an owner to us by name. Highest rate, because the owner arrives warm and already trusts the recommendation.
An owner reaches us through the valuation tool embedded on your site, with nobody on your team lifting a finger. Still your referral, still paid to you.
Both are paid under a written referral agreement. No exclusivity, no cost to you, no expiry on a referral once it is logged against your code.
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How we work with your organisation
Accountants, lawyers and other professional service providers, buyers, investors and origination firms each have a dedicated referral approach. Explore the page for your organisation.
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Adjacent B2B services occasionally, ask Joe before referring outside these three pillars.
Recent & upcoming features in
A surge of inbound enquiries from our advisor network, prospective clients met at recent events and features in the trade press, including
International Fire & Safety Journal
A surge of inbound enquiries from our advisor network, prospective clients met on the exhibition floor at
in Birmingham, and owners who found us through the trade press.
From the floor · Interschutz, Hannover & The Fire Safety Event, Birmingham 2026
Magazine cover artwork shown is an illustrative mock-up ahead of print. Real tear-sheets will be added once each edition is published.
Joe Lewin, founder of DealFlowAgent, explains how the firm helps owners of building services, facilities management and healthcare businesses run a confidential, competitive sale process with 13,000+ vetted acquirers.
Backed by institutional investors behind global industry leaders.
We have raised substantial private capital to ensure our advisory platform, proprietary buyer intelligence and client execution team have permanent, long-term balance sheet stability.
Pre-empts how corporate acquirers and private equity analysts will test your working capital, gross margins and customer concentration.
Calculates defensible add-backs, from director compensation adjustments to non-recurring professional fees and personal motor costs, backed by source documentation.
Drafts anonymous teasers and full information memorandums to tier-one corporate finance standards.
A valuation that holds firm
You enter negotiations with an unvarnished, defensible valuation bridge. Buyers cannot exploit messy accounting to chip your price.
More time on buyers, less on spreadsheets
Duncan and our sector specialists do not spend 40 hours building models in spreadsheets. They spend that time qualifying buyer intent, rehearsing your management presentation and running competitive tension between bidders.
Checks statutory books, director filings and sector accreditations, including BAFE, NSI, WRAS and ISO, to ensure zero lapses.
Flags contractor IR35 exposures, intellectual property assignment gaps and key-person bottlenecks before a buyer uncovers them.
Monitors counterparty document engagement, flagging to the partners exactly which chapters and files a buyer\u2019s legal team is scrutinising.
No surprises once a buyer is in diligence
Diligence skeletons are resolved in private before go-to-market. When exclusivity begins, the buyer finds a clean, audit-ready data room, leaving zero room for renegotiation.
Partners focused on terms and cash at completion
Joe and our legal advisers are not chasing administrative paperwork. They focus exclusively on commercial deal structure, share purchase agreement warranties and securing maximum cash at completion.
A senior M&A bench, plus a sector specialist recruited for your industry on every deal.
Nine years in corporate finance. Formerly Associate Director, Corporate Finance at Quantuma, with earlier corporate finance and audit experience at BKL, joining DealFlowAgent from the largest M&A advisory firm in the UK, part of K3 Capital.
As an ex-Director he managed teams of M&A advisors, analysts and associates, working daily with business owners, buyers and stakeholders on live acquisition deals. Selected from 260 applicants alongside colleagues from investment banking backgrounds, he brings that experience and network to lead the advisory bench across Building Services, Facilities Management, and Healthcare.
Senior Building Services & FM Advisor
Martin is one of the most well-connected figures in UK fire, security, building services and FM. He is Chairman of both the Fire Industry Association and the British Security Industry Association, the only person in the UK to hold both roles simultaneously. Martin spent over a decade in senior leadership at Mitie, latterly as Industry Liaison Director for its fire and security division, helping scale the business past £500m in revenue and playing a role in the £366m acquisition of Marlowe plc, which created one of the UK's largest compliance, fire and security services groups. He joined DealFlowAgent because owners in these sectors deserve a genuine sector-specialist advisor across valuation, business optimisation and buyer access. In recognition of his industry roles, he acts in a personal, non-partisan capacity.
Industry Partner, Hiring and Leadership
Nick leads FM Talent Partners, the facilities management and real estate leadership search firm, and is a leading specialist in building services and FM management talent. He partners with DealFlowAgent on two-way referrals: helping business owners and acquirers fill the key roles that decide whether a business is sellable, and introducing owners who are thinking about their next chapter to a team that knows their industry and their market. Key-person dependency is one of the two most common reasons a sale collapses, and Nick fixes it at source.
For every engagement we add a sector specialist from your industry to the core team: a 15–25 year operator or advisor with direct relationships in your niche. Recruited per deal so you get the right fit, not a generalist.
Every mandate at DealFlowAgent is led directly by our senior partners (Joe Lewin, Duncan Moore, Martin Watson) and supported by dedicated sector specialists. We never hand your business off to junior associates.
Richard and Sally are our internal, always-on analytical infrastructure. They operate strictly behind the scenes, preparing materials, stress-testing numbers, and auditing documentation so our partners can spend their time where it matters most: strategic counsel, confidential conversations, and negotiating terms on your behalf.
Richard and Sally never contact clients, never message buyers, and never release documents.
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.
One line of script on a page your customers already visit. A resources article works, a page with real traffic works better. No build, no integration work, nothing for your engineering team to maintain afterwards.
of our success fee where you introduce an owner by name,
where they come through your embedded tool. That is roughly
You do. We do not sell software, we do not market other tools to your customers, and we do not contact your base. A written agreement, a mutual NDA and a non circumvention clause cover every introduction, with no exclusivity and no cost to you.
A key page with real traffic
Your pricing, features or industry page. The tool sits inline as a free valuation for the owner, framed as a benefit of being on your platform. This is the placement that produces genuine volume.
The resources or learn hub
A permanent page under your resources section covering what a trade or healthcare business is worth and how owners prepare for an exit. Evergreen, and it earns organic search traffic of its own.
in order of what they return.
Start wherever your team is comfortable. A blog article is a fine first step. A page your customers already use is where the referrals come from.
Something to give customers who are exiting.
Every platform serving trade and healthcare operators loses accounts to a sale. Instead of a churn event with no answer, the owner gets a written valuation and a competent process, and you stay useful right to the end.
Content we write, you own.
Valuation and exit planning material for your customer base, researched against real transactions in the sectors your customers work in. It runs under your brand on your domain, and we do not publish a competing version.
Owners we advise are running the same operational stack decisions as your prospects. Where a partner platform is the right fit we say so, and consolidators buying in your sectors are frequently standardising a whole group onto one system.
The fee share is the least interesting part of this for most platforms. What matters is having a credible answer when a customer says they are thinking about selling.
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Works on every platform', body:
Accountants, bookkeepers, wealth advisers, newsletters and trade bodies host the tool under their own brand. Your visitors get a real written valuation report. You are paid a share of our success fee when a referral completes.
Your live code, with your firm name and theme, is issued when you join. There is a Send to IT option if someone else looks after your website.
See the widget and get your code
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.
A live, mapped buyer network across strategic, financial and independent capital. Named counterparties are shared under NDA once a mandate is signed.
Review this page, then book a discovery call.
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.
Countersign the agreement and start making introductions.
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.
We work with the founder wherever they are in the journey.
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.
from first call to first introduction.
Held with our partners desk. Covers economics, attribution, sector fit and the Referral Agreement. No obligation to proceed.
Book a 30-minute discovery call
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A contract you can read right now.
Fees are paid on completion under the written Referral Agreement, published in full below. No surprises at the finish line.
Can your firm accept this fee?
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.
Most of our best referral partners started with a single conversation. Book 20 minutes with Joe, no commitment, no pitch. Just a chance to ask everything you need to.
Prefer to message first? WhatsApp Joe directly.
We do not circumvent you', body:
You remain the trusted adviser. We report to the owner and, where they permit it, we keep you in the loop. We never position ourselves as a replacement for the firm that introduced us.
Your list is not our list
We do not market to your clients, your subscribers or your members. Nobody enters our outbound programme because they used your widget. The only contact is about the report they asked for.
You can see every referral
Attribution is logged server side the moment a visitor enters a website address. First touch wins, permanently, with no expiry window. Your partner dashboard shows every referral and its stage in real time.
Referral programmes fail when the introducer gets cut out. Four commitments, all of them contractual.
Fill in the form below. We will email your custom code plus installation instructions matched to your website builder and newsletter platform. Forward that email to your IT person, website manager, or whoever looks after your site.
Your partner code is live
We have emailed your custom code and platform-specific instructions to the address you gave us. Forward that email to your IT person, website manager, or whoever manages your website. It contains the exact line of code and where to paste it for your setup.