Off-Market Deal Origination
Your Deal Flow Team.
Without the Fixed Overhead.
Off-market deal flow for PE firms, family offices, and search funds. We research, call, and qualify business owners under your brand. You take the qualified meetings and own every relationship.
No retainers. Pay per qualified meeting.
Book a CallBuild Pipeline You Actually Own.
The Problem
Brokers will send you deals, but so will every other firm on their list. Auction processes start competitive. Your network, no matter how strong, has edges.
The diamonds in the rough are the owners nobody's talking to yet. They're running profitable businesses in your target sectors. They'd take a meeting if the right buyer called them directly. But those conversations don't come through a process.
Our Approach
We call those owners directly, under your brand, before anyone else reaches them. Real conversations where we qualify on revenue, exit timeline, motivation, and fit.
Over time, this compounds. The owners who aren't ready today remember the call when they are. The pipeline you build this quarter feeds your deal flow for years.
How It Works
01
We build your target list.
AI researches every company in your target sectors. Revenue estimated, owner identified, phone numbers sourced. 200 accounts per month, individually vetted.
02
We call under your brand.
50+ calls per day. Your firm's name, your thesis, your reputation. Our callers are experienced, former AEs who run conversations, not scripts.
03
We qualify on every call.
Revenue, exit timeline, motivation, and fit confirmed on the call itself. No guessing from an email reply. We know before the meeting is booked.
04
You get a full briefing.
Owner background, estimated revenue, years in business, what they said on the call. You walk into every conversation prepared.
Why Owners Pick Up the Phone.
Coverage
Most acquisition criteria produce a finite target list. A few hundred to a few thousand companies that fit your thesis. You can blast that list over email in a day and get a handful of replies. Or you can call through it systematically over multiple rounds and connect with the majority of those owners.
Email is one shot. If they don't open it, you've burned the contact. Phone gives you 7-8 attempts across different days and times. Owners who don't pick up on Tuesday morning answer on Thursday afternoon. The ones who send you to voicemail in January take the call in March.
Qualification
Booking meetings isn't the hard part. Booking qualified meetings is.
On a live call, we confirm revenue, service mix, exit timeline, ownership structure, and motivation before a meeting ever hits your calendar. We disqualify roughly 3 out of 4 owners who would have happily taken the meeting but don't actually fit your criteria.
Over email, you can't do this. An owner replies "sure, happy to chat," you take the meeting, and 20 minutes in you realize it was never going to work. That's an hour of your week you don't get back.
Every meeting we book has been qualified on a real conversation first.
What Lands on Your Calendar
Every booked meeting comes with a full briefing. Not "interested lead, give them a call." Real context from a real conversation.
Vantage IT Solutions
Managed IT Services | $8M | Sarah Chen
Wants growth capital to expand into two new markets. Prefers keeping the team intact.
Summit Mechanical Services
Commercial HVAC | $18M | David Morales
Two partners, one retiring in 18 months. Turned down two broker approaches. Wants a direct conversation.
+ more briefings each month
5,000+
Qualified meetings booked across all partnerships
50+
Outbound calls per day per campaign
100%
Phone-based qualification. Every lead vetted on a real call.
Why Owners Take the Call
We're currently the calling team for one of the most established deal origination firms in the market. Owners pick up the phone. "A PE firm is interested in acquiring businesses like yours" is received as flattering, not intrusive. It opens a conversation most owners have never had.
This isn't something we're experimenting with. It's what we do every day.
The Economics.
Fully performance-based. No retainers, no monthly commitments, no long-term contracts. You pay when qualified meetings land on your calendar, not before.
A dedicated BD hire runs $85-120K base, takes 3-6 months to ramp, and you're managing headcount before a single meeting is booked. A buy-side advisor charges a $10K/month retainer before they pick up the phone. With us, the first invoice arrives after the first meeting.
The 1% success fee on closed deals keeps us aligned with you. We don't get paid for volume. We get paid when your deals close.
The Math
What Deal Sourcing Actually Costs
You Focus on Deals.
We'll Build the Pipeline.
Tell us your acquisition criteria and we'll walk you through the process, the economics, and what your first 90 days would look like.
Book a Call