Refer clients who need due diligence, legal, advisory, sell-side, or post-acquisition support. DueDilio connects them with vetted specialists while you remain their trusted advisor.
Your reputation is attached to every referral you make. DueDilio gives you a vetted, full-service M&A resource you can confidently send clients to across the transaction lifecycle.
DueDilio’s network is application-only. Every provider is screened for credentials, relevant transaction experience, and professional track record before they can access a client project. Your clients aren’t browsing a directory — they’re receiving a curated shortlist of qualified specialists who have already been reviewed.
Most referral relationships are single-service. DueDilio covers every stage — buy-side advisory, due diligence, sell-side preparation, and post-acquisition support. One platform your clients can return to throughout a transaction, and across future deals. You’re not plugging a gap, you’re adding a complete resource.
Over 1,100 clients have used DueDilio to find transaction support. The providers in our network are active practitioners with real deal experience in the lower middle market — not generalists. When your client gets a proposal, it comes from someone who has done this work before.
I’ve sent buyers to a lot of places over the years. DueDilio is the first one where I’ve never had a client come back disappointed. The providers they work with are serious people — my name is attached to every referral I make, and this is one I make with confidence.
DDueDilio partners come from across the deal ecosystem. What matters isn’t the job title — it’s regular exposure to buyers, sellers, and intermediaries in SMB and lower middle market transactions.
The right partner regularly works with SMB and lower middle market buyers or sellers and cares about where those clients are referred. If that describes your work, we’d like to hear from you. Not sure if you fit? Apply anyway — we review every inquiry individually.
Refer a client once and give them access to vetted specialists across the full SMB and lower middle market deal lifecycle — from buy-side support and due diligence through sell-side preparation and post-close.
Vetted advisors, attorneys, and deal specialists for every stage of the acquisition — from search through close.
Specialists across financial, legal, commercial, operational, and technical diligence — for buyers analyzing a target or sellers preparing for market.
Valuation, exit preparation, and transaction support — whether your client is two years out from a sale or actively in market.
Integration and operational support across finance, HR, technology, and marketing to stabilize and scale from day one.
We’ve been looking for a resource we could point our members to for transaction support. DueDilio fills that gap cleanly — vetted providers, a structured process, and a platform that doesn’t require us to babysit the referral. Our members come back with good things to say.
My seller clients often need valuation and QofE work before going to market. For years I was sending them to whoever I happened to know. DueDilio consistently connects them with providers who actually know what they’re doing. It’s become a standard part of how I serve clients in transition.
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Your client creates a free account, submits a brief describing their project, and receives competitive proposals from vetted providers — typically within one business day. Access to the network costs a one-time $149 platform fee. From there, they review proposals, ask questions, and hire the provider that’s the right fit. There’s no subscription, no ongoing obligation, and no pressure. The experience is fast, transparent, and professional.
No. There are no referral minimums, no marketing obligations, and no activity requirements to maintain partner status. You refer clients when it’s genuinely the right fit for their situation. The program is designed for professionals with organic deal exposure — not for volume-based distribution. If you go through a period without relevant referrals, your partnership remains in place.
DueDilio’s role is to connect your client with the right service provider and support that engagement. We don’t pitch additional services beyond what the client has asked for, and we don’t use referrals as an opportunity to build a competing advisory relationship. Your client remains your client. We’re a resource you’re sending them to — not a firm trying to expand into their broader business.
Absolutely. Some of our most active partnerships are with M&A advisory firms, brokerage groups, and member-based platforms that refer clients across their entire team or user base. The application process is the same — tell us about your organization and how your members or clients encounter buyers and sellers. If it’s a fit, we’ll set up a brief conversation to discuss how the partnership works at the organizational level.
DueDilio is a curated platform. The quality of who we work with — on the client side, the provider side, and the partner side — is what makes it valuable. We want partners who send us serious buyers and sellers, not traffic from unqualified audiences. A brief review ensures the program is a genuine fit before either side commits. If you qualify, the onboarding is simple and the path forward is clear.
Tell us about your work and how it connects your clients or members to buyers and sellers in the lower middle market. We review every application individually.
Reviewed individually. Every application is assessed before onboarding.
No volume minimums. No marketing obligations. Refer when it’s genuinely the right fit for your client.
We respond to everyone. If it’s not the right fit, we’ll say so clearly.
Your application is reviewed by the DueDilio team. We’ll follow up by email within a few business days to schedule a brief introductory conversation.
