Back to Selected Work
Deal Screening / Corporate Finance

UK Lower Mid-Market Acquisition Screening – Shoonya Capital

Buy-SideTeaser ReviewScreeningTarget Assessment

Executive Summary

Supported live acquisition screening across UK B2B sub-sectors through sector mapping, teaser review, target assessment, and acquisition prioritisation within a lower mid-market investment context.

Objective

To identify and prioritise acquisition opportunities across defined UK B2B sub-sectors that meet lower mid-market investment criteria, supporting search thesis development and live deal pipeline management.

Approach

  • Developed sector screening frameworks using SIC codes and Companies House data
  • Built target mapping databases across UK B2B sub-sectors
  • Analysed market teasers against defined investment criteria
  • Prepared investment-style summaries assessing strategic fit and execution attractiveness
  • Prioritised live opportunities based on thesis alignment and deal readiness

Key Outputs

  • Sector screening frameworks and target databases
  • Investment summaries for prioritised opportunities
  • Teaser analysis and deal pipeline tracking
  • Search thesis refinement recommendations

Commercial Insight

Quality of earnings visibility and management continuity are often more important than headline growth rates in the lower mid-market segment. Effective screening balances quantitative filters with qualitative judgment.

Tools & Methods

Companies HouseExcelMarket ResearchSIC Codes

Full materials available upon request.

Next Project

Unilever DCF Valuation Model