HSM Strategic partners with M&A, private equity, and venture capital teams to deliver institutional-grade research, financial modeling, and due diligence support: the analyst capacity of a full-time hire, engaged only when you need it.
Built on direct experience underwriting vertical market software deals inside the Constellation Software ecosystem, not a generalist research background applied after the fact.
You work directly with the person doing the analysis, not a rotating bench of junior staff.
Screen and evaluate more targets in the same window, without waiting on internal bandwidth.
A fixed-fee engagement costs a fraction of a fully loaded analyst salary, and there’s nothing to pay when deal flow slows down.
Research, models, and diligence materials built to the standard your investment committee expects.
Scale support up for a live mandate, scale it back to zero when you don’t need it: no severance, no idle payroll.
We don’t originate for our own account and don’t carry in your deals, so our read on a target stays yours to trust.
NDA in place before any information changes hands.
Engage us for a single workstream or across the full deal lifecycle.
Target identification, buyer/seller mapping, and pipeline support.
Target shortlisting, CIM analysis, and competitive benchmarking.
Market sizing, industry deep dives, and risk analysis for investment theses.
DCF, comps, precedent transactions, LBO, and scenario modeling.
Financial and commercial diligence, data room review, and red-flag reporting.
Memo drafting and investment committee presentation support.
| In-House Analyst | HSM Strategic | |
|---|---|---|
| Cost Structure | Fixed salary + benefits, year-round | Fixed fee, per engagement |
| Ramp-Up | Weeks to months before productive | Live on a defined workstream within days |
| Idle Cost Between Deals | Full salary continues | Zero |
| Commitment | Full-time hire | Start with one pilot workstream |
Pilot engagements start at a fixed fee, delivered in one to two weeks. See how the math compares to your next hire.
Adjust the assumptions to your own market and deal flow. This estimates the gap between a full-time analyst hire and engaging HSM Strategic only when a deal is live. Most single workstreams start at $1,000. See Pricing on the Services page for how that scales with scope.
Currently taking on early engagements. References available on request.
See a sample EBITDA bridge and LBO sensitivity exhibit on Our Services.
Let’s talk about which workstream is costing your team the most bandwidth right now, and what it would look like to hand it off for a fixed, defined fee.
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