M&A introductions & deal facilitation
Connecting business owners, buyers and acquisition partners
yo-ho-no supports opportunity discovery, introductions, NDAs, information exchange, meetings, virtual data rooms and transaction coordination between parties and their professional advisers.
Services
A structured process for each introduction
Sell-Side Mandate
Exclusive mandate to sell a company on behalf of its shareholders.
Stages (16)
Lead → Qualification → Engagement/Mandate → Preparation → Buyer Identification → Outreach → NDA → CIM → Management Meeting → IOI → LOI → Due Diligence → Negotiation → Closing → Closed/Won → Closed/Lost
Buy-Side Mandate
Acquisition search mandate against defined client criteria.
Stages (15)
Mandate → Long List → Screened → Approved → Contacted → Owner Discussion → NDA → Information Received → Valuation → IOI → LOI → Due Diligence → SPA → Closed/Won → Closed/Lost
Buyer Opportunity
A single opportunity being progressed for a registered buyer.
Stages (11)
Registered → Teaser Sent → NDA → Information Received → Management Meeting → IOI → LOI → Due Diligence → Closing → Closed/Won → Closed/Lost
Referral Deal
Opportunity referred by an introducer, fee entitlement tracked.
Stages (8)
Referred → Qualification → Referral Agreement → Converted to Mandate → In Progress → Fee Due → Fee Received → Closed/Lost
Strategic Partnership
Commercial or strategic partnership advisory mandate.
Stages (7)
Concept → Partner Identification → NDA → Commercial Terms → Agreement → Live → Closed/Lost
How we work
One deal team, one workspace, one source of truth
Deal Director
Coordinates the engagement, client relationship, introductions and transaction communications.
Analyst
Supports business-information preparation, buyer lists, teasers and data-room organisation.
External advisers
Counsel, tax and accounting are granted access to the specific folders they need — nothing more.
Counterparties
Each buyer or acquisition partner sees only its own permitted workspace within your deal.
Permission model
| Super Admin | All deals, all modules |
| Deal Director | Assigned deals in full |
| Analyst | Assigned deals, no fee split editing |
| Seller | Own deal, sanitized view |
| Buyer | Own opportunity only |
| Lawyer / Accountant | Permitted folders only |
| Introducer | Status and fee entitlement only |
Service boundary
Introductions are not regulated advice
yo-ho-no does not provide investment recommendations, determine suitability, arrange regulated investments or provide legal, tax, accounting or regulated financial advice. Each party must conduct independent due diligence and appoint appropriately qualified or authorised advisers where required. Read the full legal and regulatory disclaimer.