Advising Private Equity Firms
CDI Global provides specialized advisory services to private equity firms, family offices, and independent sponsors with strategic acquisitions and portfolio company sales. Leveraging a global network of 40 offices in 30 countries, we support both mandated cross-border projects and long-term retention engagements. For retained clients, we extend in-house deal origination by creating proprietary transaction opportunities aligned with their investment theses and screening criteria.
We identify attractive targets that are not formally for sale and approach business owners directly to discuss growth, succession, and potential investments. This approach generates off market opportunities outside competitive auction processes. We also design and execute sector consolidation strategies for sponsors seeking to build scalable platforms in fragmented industries, including detailed sector mapping and outreach to founder owned businesses suitable as platforms or add-ons.
Our teams support large leveraged buyout strategies that involve multiple transactions, often with companies considering an exit but not yet in a sale process. With more than five decades of buy-side search experience with middle-market and cross-border deals, our capabilities are differentiated from competitors and well matched to the needs of financial sponsors. Our partners bring senior management and entrepreneurial backgrounds, offering insights like the operating partners at private equity firms and family offices.
CDI Global also helps revive failed or stalled transactions. Through our relationships with owners and boards of directors, we can reopen negotiations and reposition proposals. When needed, we assist in identifying or assembling senior leadership teams to support transitions and can step in as lead advisor, replacing internal teams or prior external advisors.
Whether our clients seek new platforms or add-on acquisitions, we work discreetly and collaboratively to source, structure, and close the right transactions, with a strong focus on proprietary deals and on preempting auction processes. On the sell side, we advise financial sponsors on the divestiture of portfolio companies through targeted, global sale processes designed to identify qualified buyers worldwide and achieve optimal valuations. Our deep industry knowledge and international footprint enable us to pinpoint logical strategic buyers who can realize the greatest synergies and therefore offer the best price, allowing us to complete exits efficiently and on the best possible terms.
