CrescentMarket Monitor
A Crescent product, by subscription
Aligned with your investment criteria.
Crescent's deal desk screens what comes to market, records why each match fits your criteria, and approaches the intermediary on your behalf.
Crescent Market Monitor is a subscription for private equity buyers in the middle market. It lists active market deals and proprietary opportunities sourced directly by the Crescent team.
For committed funds and independent sponsors.
Overview of the platform
The screens your team works in.
Coverage, in the navy theme. Subscribers switch between light and navy from the top bar.
Opportunities
One opportunity
Investment criteria
Your funds, size bands, geography, themes and add-on platforms, recorded by Crescent and reviewed before a change takes effect.
Illustrative data from a demonstration firm.
How it works
Designed to make deal sourcing more efficient for your deal team.
- Step 01
We align sourced deals to your investment criteria.
Crescent records your criteria from a conversation: the sectors you buy in, the size of transaction you write, ownership preferences, and the situations your firm will not look at. Crescent records it from the conversation rather than sending your team an intake form.
The result is a screen built around the deals your team is most likely to pursue.
- Step 02
We review the active market and what our own sourcing produces.
Crescent reviews the intermediated processes as they come to market, and its own team sources directly for situations that are not on the market at all. Each one is checked against what your firm has recorded before it reaches your monitor.
A deal that fits is shown with a written reason under Why this is on your monitor.
- Step 03
You decide where to engage, and we make the approach.
Your team expresses interest inside the Monitor. Crescent contacts the intermediary on your behalf, and the materials that come back are delivered inside the Monitor rather than in an email thread.
Where a deal warrants further support, Crescent can be engaged under a separate worked-deal engagement.
What your team gets
What each subscriber receives.
We filter out what does not fit, so your team sees the deals worth its time.
Situations that appear in no listing feed
The Crescent team sources proprietary opportunities directly. They are not on the market and they are published nowhere else, so a firm without access to the Monitor does not know they exist.
A written reason on every match
A matched deal states why it is on your monitor. A partner can decide from the row itself rather than opening the file to find out whether it is worth reading.
Crescent makes the approach
Your team expresses interest and Crescent contacts the intermediary. The materials arrive inside the Monitor, so the record of what was asked for and what came back stays in one place.
Financials as bands, and no asking price
Revenue, EBITDA and margin are published as bands, and no asking price appears anywhere on the Monitor. Your team screens on the fundamentals before anyone anchors on a number.
Firm-private notes and a watchlist
Notes your team writes on a deal are readable by your firm and by nobody else. The watchlist keeps what your team is following in front of it as processes move.
Plans
Three plans, and two things separate them.
Every plan reads the whole Monitor. What changes is how many requests your firm can make, and whether it can act when a proprietary opportunity appears. A market request is Crescent approaching the intermediary on your behalf, with the materials returned inside the Monitor.
Complimentary
3
market requests
per calendar quarter
Proprietary
View only
Reads
Complete inventory of deals listed on the market
For a firm reading the Monitor before it commits to a paid plan.A proprietary opportunity can be read and nothing more.
Expanded
5
market requests
per calendar month
Proprietary
View only
Reads
Complete inventory of deals listed on the market
For a firm working several market processes at once.The requests cover market opportunities. Acting on a proprietary opportunity begins with Complete.
Complete
Full access10
requests
per calendar month
Proprietary
Up to 5 of the 10, originated by Crescent
Reads
Complete inventory of deals listed on the market
For buy and build sponsors.Expanded coverage plus proprietary deal flow. Crescent directly originates select opportunities that are not available through public or broker listing feeds.
Talk with us about terms when you request a plan.
The firm behind the Monitor
Crescent Capital Advisors is a boutique M&A advisory firm. We work with sponsors, family offices, and founders who are buying companies, raising capital, or preparing to sell.
We give the advice we would act on. That includes telling a client not to do the deal, or that the price they want is not in the market, when our short-term financial interest runs the other way.
The person who helps write the strategy is the person who oversees the execution.
Questions
What firms ask before the first call.
- What is on the Monitor?
Two kinds of deal, on one list. Active market deals are intermediated processes that Crescent reads and puts on your monitor. Proprietary opportunities are sourced directly by the Crescent team, are not on the market, and appear in no listing feed.
Every row shows a type label, so your team can tell one from the other without opening it.
- How does Crescent know what my firm is looking for?
Crescent records your investment criteria from a conversation rather than an intake form, and your team can read what was recorded and propose a change at any time. Crescent reviews a change before it takes effect.
Criteria can be a fund's size bands and themes, or an independent sponsor's thesis and the appetite of the capital partners behind it.
- What does each screen do?
The Overview opens on the deal mix and what has moved this week. Coverage shows how the current flow compares to your criteria, one bar pair for each sector, market beside proprietary. Opportunities is the filterable list of everything published. A deal page shows the description, the sector, the region, and revenue, EBITDA and margin as bands.
Access comes with more screens than these. A watchlist and a requests log record what your team is following and what it has asked for, updates list what changed on the deals you follow, and a feedback screen is where your team tells Crescent what it wants to see more of.
- How does a request work?
Your team expresses interest on the deal itself. That request counts against your plan's allowance, which names its own period on screen. On a market opportunity, Crescent then contacts the intermediary on your behalf and the materials are delivered inside the Monitor.
Requests on proprietary opportunities are available on Complete only. Complimentary and Expanded can read a proprietary opportunity and nothing more.
- Do some firms see a deal before others?
No. Every subscribing firm sees a new opportunity on the day it is published. What differs between plans is how many requests a firm can make and whether it can request a proprietary opportunity.
- What does a subscriber never see?
No asking price appears anywhere on the Monitor. Exact financial figures are held back and published as bands. Geography stops at the region, so no state and no city is shown. A subscriber does not see which other firms subscribe, what they have asked for, or the identity of a broker.
Crescent has not independently verified the financial information published on the Monitor.
- How is access opened?
A firm requests access with the form below. Crescent reviews the request personally and opens access from our side, and a sourcing agreement is signed before access. There is no route on this page that creates an account.
- What does it cost?
Crescent discusses terms with your firm when you request a plan. A sourcing agreement is signed before access is opened.
- What is a Diligence Room?
Each engagement has its own room, reachable only by the people invited to it, and nothing in one room is visible from another. A finding is drafted, signed by a Crescent lead, then released to the client as a separate act, and each finding cites the evidence held in the room.
Access
Request access.
- A firm requests access with the form on this page.
- Crescent reviews the request personally and opens access from our side.
- A sourcing agreement is signed before access.
A call is the alternative to the form. Thirty minutes is enough for Crescent to record what your firm buys and to say whether the current flow is worth your team's time.
Crescent applications
One workspace, three applications.
Market Monitor
By subscription
The published deals, and the ones you have asked Crescent about.
You are reading its page
Diligence Rooms
By engagement
A private room per engagement, where a sponsor and Crescent work a target through diligence and every finding cites its evidence.
AI Operating System
By engagement
One governance and deployment model set at the fund, inherited by every portfolio company.
How it is built
Built for confidential work.
Crescent opens every account. A form cannot create one.
Every read of deal material is logged with the person who read it and the time.
No third-party analytics run on the Monitor.
Financial figures are published as bands, and geography as the region. No state and no city appears.
Important notice
Important notice: Crescent Market Monitor is provided for informational and business-development purposes only. It does not constitute an offer to sell, a solicitation of an offer to buy, investment advice, legal advice, tax advice, accounting advice, a valuation opinion, or a recommendation regarding any transaction. Information is obtained from sources believed to be reliable but is not independently verified and may change without notice. Subscribers are responsible for their own investment, diligence, legal, tax, accounting, and transaction decisions. Any worked-deal or success-fee arrangement is subject to a separate written agreement and applicable legal and regulatory requirements.