Field Manuals
Doctrine and methodology for how the work is done.
FM system / public doctrine
The operating system
for M&A.
The Field Manuals move acquisition leaders faster through the M&A lifecycle. Products support each phase—from target intelligence and diligence through change of command, execution, and AI-enabled operations.
FM / 01 → 05Find → Screen → Investigate → Transfer → Execute → Sustain → AutomateOne operating system for the lifecycle. A practical product at each phase.
SYSTEM / 01
Field Manuals are the operating system for M&A. They keep the buyer moving through the lifecycle while products provide the practical support and decision output for each phase.
Products & Services
The client-facing engagements built from the manuals.
Deliverables
Sealed, decision-ready outputs clients can use.
Workbooks
Guided instruments for applying the work.
Field Tools
Checklists, assessments, calculators, and templates.
AI Suite
Governed collection, analysis, drafting, and workflow support.
Advisory
Interpretation, judgment, challenge, and decision support.
The five families
Each manual moves
the lifecycle forward.
Products are the client-facing application of the operating system. Every engagement supports a phase and creates a useful handoff to the next decision.
FM 1-001 / Find
Target Intelligence
Which targets fit the buyer's actual operating criteria?
PRIMARY OUTPUTVerified Target Shortlist
HANDOFF
A live opportunity routes to Deal Intelligence.
FM 2-002 / Screen / Investigate
Deal Intelligence
Should the buyer proceed, pause, renegotiate, or stop?
PRIMARY OUTPUTDeal Triage Brief + Acquisition Readiness Package
HANDOFF
A viable deal moves toward the transfer window.
FM 3-003 / Transfer / Execute
Change of Command
What must the new owner control when the founder leaves?
PRIMARY OUTPUTFounder Debrief + 90-Day Blueprint
HANDOFF
The blueprint becomes the operating cadence.
FM 4-004 / Sustain
Operating System & Execution
How does the post-close plan keep moving?
PRIMARY OUTPUTOperating Cadence Retainer
HANDOFF
Stable workflows become candidates for AI enablement.
FM 5-005 / Automate
AI Enablement
Where can governed AI create leverage without multiplying risk?
PRIMARY OUTPUTAI Enablement Sprint
HANDOFF
Closed loops create the next improvement cycle.
SYSTEM / 02
Every stage of the buyer-side lifecycle has a matching operating question. The legal and financial lanes remain with the buyer's attorneys, accountants, and lenders; LFC owns the operational lane.
01Find
Target map
FM 1-002Screen
Deal triage
FM 2-003Investigate
Readiness package
FM 2-004Transfer Command
Founder debrief
FM 3-005Execute
90-day blueprint
FM 3-006Sustain
Operating cadence
FM 4-007Automate
Governed AI
FM 5-0Coming soon
An operating system
that grows smarter.
We are building a future layer of custom hardware and software around the Field Manuals—so the operating system can learn from how leaders use it, carry the full manual library, and bring forward lessons learned from industry leaders.
The boundary
Sealed outputs.
Useful decisions.
Clients receive decision-ready deliverables tailored to their deal. Internal assessment logic, scoring mechanics, prompts, and proprietary analytical methods remain protected unless specifically approved for client use.
Read the public boundaries ↗