Client Testimonials

"I came into this search assuming oil & gas services would be difficult for any external team to penetrate since it's a highly technical industry, relationships matter, and most vendors struggle to even get conversations started. The first couple of weeks were slow, which honestly I expected. But very quickly the momentum shifted. Within two months of launching the program, Caprae had already secured two advanced meetings in Houston and opened doors I didn’t think were reachable this early. What stood out to me was how genuinely Kevin and his team support searchers. They’re constantly refining it with the latest methodologies, informed by an enormous volume of real-world reps across industries. Their experience showed up not only in the quality of the leads but in the strategic guidance around how to approach founders and structure the conversations. I was impressed with the early traction that I actually expanded the scope of our project to include sales and marketing for our core team.

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The lift in engagement since then has been very strong, and the time and resources I’ve saved are already paying off. Given the early results, I’ve been recommending Caprae to other searchers. It’s rare to find a partner that delivers both execution and judgment at this level."

"As a former intern, when my brother and I decided to launch our own independent sponsor model, working with Caprae was an easy decision. I initially reached out to Kevin, my former boss, about raising a fund, but he quickly reframed our thinking around what actually matters: deal flow. That shift led us to pursue the independent sponsor model instead.
We were one of Caprae’s first three customers, and the team supported us end-to-end—branding, marketing, website ideation, lead generation, cold calling, email campaigns, and outbound strategy. Within six months, we closed our first acquisition, a $20M+ deal. That transaction naturally led to a partnership with a family office and allowed us to expand our sponsorship model. Caprae saved us a significant amount of time and money and played a critical role in helping us break into the private equity space."

"Working with Caprae meaningfully accelerated my search. Over several months, Kevin and his team consistently generated 5-10 quality meetings per month and a large volume of qualified leads, saving me significant time and money.

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Once a deal moved under LOI, Caprae supported diligence around NDR, churn, customer concentration, and other areas, which increased my confidence in progressing toward close.

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Kevin also brings a candid, experience-driven perspective on the search process that I found valuable. His pattern recognition across many transactions helped me sharpen my thinking around capital raising, deal structure, and selectivity."

"Caprae’s Search as a Service has been a game-changer for us. Once the system was in place, we consistently secured 5-10 meetings and seller engagements each month with owners we wouldn’t have reached otherwise. Their cold call team is a standout - reliably connecting with business owners who rarely respond to email outreach.

When we moved into LOI, Caprae’s team became an extension of ours in due diligence. They saved us enormous time by providing hands-on support with cap table evaluation, fundraising strategy, vendor selection, and financial modeling. 

They also guided us through critical areas like operational review, financial analysis, and deal structuring - ensuring nothing slipped through the cracks.

We also tapped into CLOVER, their in-house brokerage system, which added another layer of visibility into opportunities. Together, Search as a Service and CLOVER built a strong pipeline, but what really stood out was the diligence horsepower: the Caprae team brought a level of thoroughness and perspective that proved invaluable throughout the journey."