STOCADVISORY
TRANSACTION ADVISORY | CORPORATE DEVELOPMENT | CFO ADVISORY
STOC Advisory provides data-enabled corporate development and transaction advisory services for PE firms executing buy-and-build strategies in industrial markets. Our proprietary research capabilities, AI-accelerated diligence, and repeatable methodology support scalable deal flow across Value-Added Distribution, Niche Manufacturing, and Industrial Services sectors.
North Branch Capital's portfolio targets engineering-driven businesses solving complex customer problems across Value-Added Distribution, Niche Manufacturing, and Industrial Services. STOC's integrated CDS and Transaction Advisory services provide proprietary market intelligence and AI-accelerated diligence designed for lower middle market industrial buy-and-build execution.
CORPORATE DEVELOPMENT
Proprietary sourcing in industrial markets
TRANSACTION ADVISORY
AI-accelerated QoE for manufacturing and services
200+
Transactions in
Industrial Markets
100+
Businesses Invested
(Partners' Experience)
AI-Driven
Data Enrichment &
Market Mapping
4 Weeks
Accelerated QoE
Turnaround
1
Proprietary Market Intelligence
Web scraping and data enrichment identify industrial targets before traditional intermediary lists. External validation of revenue estimates, ownership structures, and competitive positioning in distribution and manufacturing.
2
AI-Accelerated Analysis
Machine learning automation for EBITDA normalization, working capital trending, and revenue pattern recognition specific to industrial business models - reducing diligence timelines while maintaining rigor.
3
External Data Corroboration
Third-party validation of management representations, market share claims, and financial metrics against public data sources and industry benchmarks specific to distribution and manufacturing sectors.
4
Industrial Sector Specialization
200+ transactions across Value-Added Distribution (B2B, engineering components), Niche Manufacturing (highly engineered products), and Industrial Services (HVAC, plumbing, fall protection, hydraulics).
5
Repeatable Methodology
Standardized screening criteria, diligence templates, and integration frameworks enable consistent execution across multiple platform strategies and simultaneous add-on acquisitions.
6
Operational Perspective
Assessment of engineering capabilities, supply chain complexity, and customer concentration - not just financial metrics but operational scalability for industrial platform strategies.
STOCADVISORY
TRANSACTION ADVISORY | CORPORATE DEVELOPMENT | CFO ADVISORY
Corporate Development Support and Transaction Advisory Services operate as integrated capabilities - CDS builds sector-specific pipelines in industrial markets while TAS executes accelerated diligence. Both leverage proprietary data enrichment and standardized processes designed for PE firms managing diversified industrial portfolios.
Diligence Based on Fit, Financials & Opportunity
The Corporate Development team invests significant time with each potential acquisition target to ensure alignment with the company's core purpose, values, and strategic vision prior to submitting a Letter of Intent (LOI). Once alignment is achieved, the Corporate Development function in partnership with other facets of the organization applies a 360-degree approach to diligence.
🎯
FIT
Engineering excellence and alignment with platform thesis
📊
FINANCIALS
Rigorous QoE analysis and working capital assessment
📈
OPPORTUNITY
Growth potential and synergy capture across portfolio
Market Mapping | Target Identification | Pipeline Management
Scalable deal sourcing in industrial markets using web scraping, external data validation, and CRM-integrated workflows.
- Proprietary research identifies industrial targets before intermediary lists
- External data enrichment validates revenue, ownership, and positioning
- Sector-specific pipeline development in distribution, manufacturing, and services
- CRM integration provides real-time visibility
- Pre-LOI coordination and preliminary diligence
- Standardized methodology enables consistent execution
Quality of Earnings | Working Capital | Revenue Assessment
Buy-side financial diligence combining machine learning automation with industrial sector expertise.
- ML automation for EBITDA normalization and trend detection
- External corroboration validates management representations
- Revenue quality assessment for distribution and manufacturing models
- Working capital trending and target NWC calculation
- Operational assessment of supply chain and customer concentration
- Integration planning and post-close implementation support
North Branch Capital Portfolio Context: Active platforms include Infinity Home Services (residential roofing/exteriors), Heartland Home Services (HVAC, plumbing, electrical), Summit Hydraulics (hydraulic components), Diversified Fall Protection, STARC Systems (temporary containment), and ControlByWeb (IIoT controls). STOC's industrial sector experience spans value-added distribution, niche manufacturing, and essential services - enabling simultaneous support across North Branch's engineering-driven portfolio.