Sheppard

Engage Sheppard

Tell us about the deal — we'll come prepared.

Pre-LOI, sixty days post-close, mid-hold, or pre-exit — the conversation starts the same way. Five questions, fifteen minutes on the calendar, and a real point of view on your marketing engine by the end of week one.

Direct

The fastest path is a working session.

We protect our calendar for sponsors and operating partners with an active deal or hold-period question. Send a note and we'll respond within one business day.

Stage

Vertical(s)

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Frequently Asked

Before you reach out.

How quickly does Sheppard respond?

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Within one business day for any inquiry from a sponsor, operating partner, or portco executive. We deliberately keep response times short for active deal contexts — a pre-LOI conversation in week one is a different urgency than a mid-hold review.

What information should I include in my first message?

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Five things help us come prepared: (1) firm or sponsor name, (2) deal or platform stage (pre-LOI, post-close, hold, pre-exit), (3) vertical(s) — HVAC, plumbing, electrical, roofing, etc., (4) approximate platform scale (single portco vs. multi-add-on roll-up), and (5) the question or symptom that prompted the outreach.

Does Sheppard do free consults?

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Yes — a 30-minute working session for sponsors or operating partners with an active deal context or hold-period question. The session is substantive, not introductory. We come prepared with specifics on your platform and walk away with a clear point of view on where Sheppard adds the most value.