How SHARK
DealRoom Live Works
From confidential briefing to closing — a structured, eight-step process designed to move qualified buyers and established business owners from introduction to verified offer in a single day.
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
Phase 1
Before the Event
Phase 2
Day One
Phase 3
Day Two
Phase 4
After the Event
01
Confidential SDR Live Briefing
Schedule a confidential conversation with Gerard Perillo to determine whether SHARK DealRoom Live is the right fit for your business, client, or acquisition objectives.
02
Qualification & Acceptance
Business owners, buyers, and advisors are reviewed to ensure alignment with participation requirements and event objectives.
03
Seller Vault Preparation
Accepted businesses upload approved financial, operational, and business information into a secure Seller Vault.
04
Buyer Qualification & Pre-Event Due Diligence
Verified buyers execute confidentiality agreements and receive access to approved Seller Vault information before the event.
This allows buyers to perform meaningful due diligence in advance so meetings focus on opportunity, fit, and transaction structure — not introductory questions.
05
Structured Buyer Meetings
Each participating business owner meets privately with three qualified buyers. Meetings are approximately two hours in length and take place in a private executive environment designed to facilitate meaningful discussions and relationship building.
06
Offers Submitted Same Day
Interested buyers submit Letters of Intent (LOIs) and proposed deal structures by 9:00 PM CST on Day One.
07
Negotiations & Next Steps
Business owners review submitted offers and meet with buyers based on the LOIs received. Day Two is focused on negotiating terms, discussing transaction structures, clarifying expectations, and determining the best path forward.
08
Closing Process
Selected transactions move into a coordinated due diligence and closing process supported by the SDR Live advisory ecosystem.
35 Business Day Guarantee
or Sold Free*
Pre-Qualified Buyers
Every buyer is verified before they enter the room
Pre-Event Due Diligence
Buyers review Seller Vault data before Day One
Verified Buyers
LOIs submitted same day — not weeks later
*Terms and conditions apply.
Where Deals Are Made
— Not Listed.
The first step is a confidential conversation. Schedule a brief with Gerard Perillo to determine whether SHARK DealRoom Live is the right fit for your objectives.
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
All information exchanged through this platform is strictly confidential and intended solely for qualified participants. *Terms and conditions apply.