Apex Global Business Partners · Deal Sluice

THE BROKER REQUEST EMAIL

When a deal clears your Buy Box, this is the message that opens the conversation. Copy it, fill every blank, send it.

Fill every field before you send. An unfilled placeholder is worse than no template at all — it tells the broker you're sending the same email to everyone. The blanks are gold-coloured below so none of them slip through.

Subject & body

SUBJECT: Introduction & Information Request — {{business_name}}

Hi {{broker_name}},

Thank you for sharing the opportunity for {{business_name}} — {{sector}} in {{geography}}. We're actively evaluating acquisitions in this space and wanted to introduce ourselves and request a bit more information.

A little about us: we are {{buyer_org_name}}, {{one_line_buyer_description}}. Our acquisition criteria: {{buy_box_summary}}. We structure financing deal-by-deal — our own capital, SBA, institutional partners, or our private network, depending on what works best in the eventual deal structure, for the seller and the DSCR.

To evaluate {{business_name}} properly, we will need as many of the following as you can now send:

  - Trailing 12-month and prior 2-3 years' financial statements (P&L, balance sheet)
  - Business tax returns, same period
  - A rent roll or lease details, if real estate is part of the deal
  - Any existing debt schedule (balance, rate, term)
  - The seller's stated reason for selling, and their timeline

We're happy to sign an NDA before you share anything further, and would welcome a short introductory call — 15 minutes is usually enough for us to cover our process, confirm fit, ask one or two specific questions about the deal, and let the sellers get comfortable with us as buyers.

A fuller list of what typically strengthens a deal like this — for both operating businesses and income-producing real estate — is here, if useful as a reference for what the seller's side might want to have ready:
https://www.apexglobalbusinesspartners.com/bestdocuments.html

Looking forward to hearing from you.

{{your_signature_block}}

Three Rules For Sending It

These are the ones that change how a broker reads you.

State your buy box as a fact, not a hope. "We acquire HVAC businesses in the Pacific Northwest between $1M and $4M" — not "we're looking at maybe HVAC, possibly around $1M." A broker decides in one line whether you've done this before.
Write as "we," not "I." Position as an organisation with a team behind it, however small. Brokers and sellers extend more trust to an entity than to an individual.
Never send an offer ahead of a call. No numbers in an email, no PDF term sheet in advance. Offers get presented live, with the broker present, where you control how they land and can see the seller's reaction as it happens — on Zoom, or better still in person. An in-person visit is gold if you can arrange it.

More on what separates a buyer brokers prioritise from one they quietly file away: Look Like The Buyer Brokers Take Seriously.