Contact
Contact Lockstep Partners.
Austin, Texas. Working nationally with sponsors, platforms, banks and brokers.
More deal flow than deal bandwidth?
Tell us about the mandate or the program. Louie replies personally, usually within one business day.
Next steps for PE-backed platforms & sponsors
- 1
Working session
Map your acquisition thesis, pipeline and where your deal team is capacity-constrained.
Weeks 1–2
- 2
Pilot mandate
Lockstep runs one live add-on or workstream under an engagement letter: a retainer credited against a success fee, or a fixed workstream fee.
Weeks 3–8
- 3
Standing arrangement
An outsourced corporate development program: a named deal team, a monthly retainer and success fees per closing.
Post-pilot
- 1
Working session
Map your pipeline, capacity gaps and the mandates you are turning away today.
Weeks 1–2
- 2
Pilot mandate
Lockstep staffs one live buy-side or sell-side workstream under a co-advisory letter, on success-fee economics.
Weeks 3–8
- 3
Standing arrangement
A co-advisory framework, fee-share schedule and named deal team for ongoing overflow.
Post-pilot
- 1
Working session
Which clients are asking about M&A, what they need, and how involved you want to stay.
Weeks 1–2
- 2
Pilot mandate
Lockstep runs the M&A process for one client under a co-advisory agreement. You keep the relationship and share in the fee.
Weeks 3–8
- 3
Standing arrangement
A referral and co-advisory framework with an agreed fee share, so you can offer M&A across your client base.
Post-pilot
- 1
Confidential conversation
Your goals and timing, and whether a sale, partnership or recapitalization fits.
Week 1
- 2
Readiness & valuation review
Normalized earnings, a realistic value range and structure options: cash, rollover equity and earn-outs.
Weeks 2–4
- 3
Engagement
A defined process to reach the right buyers or partners, with terms set in an engagement letter.
When you are ready
- 1
Introduction
Your hold sizes, sectors and the structures you lead.
Week 1
- 2
Market dialogue
How lower-middle-market MSO deals are being structured, and where platforms are looking for lending partners.
Ongoing
- 3
Ongoing relationship
Our clients choose their lenders; we keep you in the conversation as their programs scale. Lockstep does not arrange or provide financing.
Ongoing