Engagement Models

How We Engage

A defined origination framework built on institutional best practices and tailored to your investment cycle stage.

01

Platform Origination

Identify off-market platform opportunities aligned with your thesis. We reach founders before they raise their hands, creating proprietary deal flow that matches your investment criteria.

  • Targeted thesis execution
  • Senior-led founder outreach
  • Pre-market opportunities
02

Add-On Execution

Drive add-on growth through high-fit sourcing. We work directly with management to identify and qualify targets, accelerating your buy-and-build strategy with precision.

  • Playbook-driven approach
  • Platform management alignment
  • High-conviction target qualification
Strategic Advantage

The Grey Fox Difference

Four core elements that drive our execution and performance.

01

Built Inside Private Equity

Our experience at Vista and Percheron shapes how we think, operate, and execute. This is not theory. It's lived expertise.

02

Founder Access Through Trust

We lead with senior-level outreach, clear positioning, and total respect for the founder's time. That's why they respond.

03

Execution Through Selectivity

We only engage where we can drive results. Fewer mandates. More focus. Higher conversion.

04

Mandates That Yield Market Intelligence

Our process uncovers more than targets. We capture founder intent, strategic barriers, and signals that shape investment decisions.

Get Started

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Work with a partner who brings strategy, structure, and speed to your origination process.

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