More deals in the pipeline, without more analysts

Client profile

A regional business brokerage helping owners buy and sell small-to-midsize businesses. Deal volume grew faster than the firm's ability to prepare listings, screen buyers, and manage due diligence paperwork.

Brokers were spending significant time on administrative work — CIM prep, NDA processing, document chasing — instead of sourcing new deals and negotiating on behalf of clients.

"Every listing needs a clean CIM, verified financials, and a buyer funnel that doesn't waste our brokers' time. RCVRY built that machine for us."
— Managing Broker, Business Brokerage Office

The challenge

The client's leadership identified several operational pain points:

Preparing Confidential Information Memorandums (CIMs) and listing packages was time-intensive and inconsistent across brokers.
Buyer inquiries needed NDA processing and qualification before brokers spent time on calls.
Due diligence document requests generated large volumes of back-and-forth paperwork per deal.
Brokers spent significant time on administrative work instead of sourcing deals and negotiating.
No centralized system for tracking deal stages across an active pipeline.

What RCVRY delivered

People-Focused Solutions

Built the administrative backbone so brokers could spend their time closing, not typing.

Listing & Buyer Support

Prepared standardized CIMs, teasers, and listing packages from broker-provided financials.
Processed buyer NDAs and initial qualification screening before broker introductions.
Managed buyer inquiry inboxes and scheduled qualified buyer-seller calls.

Due Diligence Coordination

Organized and tracked document requests between sellers, buyers, and their advisors.
Maintained a shared due diligence checklist per deal to keep closings on schedule.
Followed up on outstanding documents to prevent deal-stalling delays.

Technology-Focused Solutions

Gave leadership a clear view of every deal, at every stage.

Deal Pipeline Management

Maintained a centralized CRM pipeline view across all active listings and deal stages.
Flagged stalled deals and overdue follow-ups for broker attention.
Tracked buyer engagement (opens, NDA signs, follow-up calls) per listing.

Reporting & Market Data

Delivered monthly pipeline and closed-deal reporting for firm leadership.
Supported market comps and valuation research ahead of new listing pricing.

The Outcome

A brokerage that lists and closes faster, without adding analyst headcount.

CIM and listing prep turnaround dropped significantly, letting brokers list businesses faster.
Buyer qualification before broker calls improved lead quality and closing rates.
Due diligence delays dropped as document tracking became centralized and proactive.
Brokers reclaimed time for sourcing new deals instead of paperwork and admin.