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.
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. Someone has to go find them.
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. You're their first conversation about selling, not the tenth firm competing on a brokered deal.
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.
Not shared with a marketplace. Not recycled to the next buyer. Yours.
How It Works
We build your target list.
AI researches every company in your target sectors. Revenue estimated, owner identified, phone numbers sourced. 200 accounts per month, each individually vetted before a single call is made.
We call under your brand.
50+ calls per day. Your firm's name, your thesis, your reputation. Business owners hear from what sounds like your internal team. Our callers are experienced, former AEs and sales managers who run conversations, not scripts.
We qualify on every conversation.
This is what separates phone from every other channel. On a call, we confirm revenue, exit timeline, motivation, and fit against your criteria in real time. No guessing from an email reply. No hoping they're qualified. We know before the meeting is booked.
You get a full briefing.
Every meeting comes with context: owner background, estimated revenue, years in business, what they said on the call, why this is worth your time. You walk into every conversation prepared.
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.
Midwest Precision Machining
What They Told Us
Turning 67 next year. No family succession plan. Open to a conversation about what a transition would look like. Asked about how we handle employee retention post-acquisition.
Criteria Fit
Revenue in range, owner-operated, clear exit motivation, no competing process
Vantage IT Solutions
What They Told Us
Wants growth capital to expand into two new markets. Current infrastructure can support 3x the client base. Has been approached by competitors but prefers a partner who keeps the team intact.
Criteria Fit
Recurring revenue model, strong margins, growth-oriented owner, scalable platform
Summit Mechanical Services
What They Told Us
Two partners, one wants to retire within 18 months. Have turned down two broker approaches because they felt like cattle calls. Interested in a direct conversation with someone who understands the trades space.
Criteria Fit
Revenue above target, multi-location, succession timeline, service contracts provide recurring revenue
Proven at Scale.
We're currently the calling team for one of the most established deal origination firms in the market. Same model: research owners, call under their brand, qualify on the phone, deliver briefings. That's where we learned what makes owner outreach different from any other kind of calling.
Owners pick up the phone. Not always on the first call, but they pick up. "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. And when you qualify in real time, asking about revenue, timeline, and motivation on the call itself, the pipeline that comes out the other end is real.
This isn't something we're experimenting with. It's what we do every day.
What It Costs.
$750 per qualified meeting booked. 1% on closed deals. No retainers.
Every lead qualified on the phone before any meeting is set
AI-researched targets, revenue-verified, owner identified
50+ calls per day under your brand, 5+ rounds through the list
The alternative is a six-figure hire, months of ramp time, and the overhead of managing another team member. With us, you pay for results and we're live in weeks.
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. If the fit is there, we can be live within weeks.
Book a CallOr email team@coseek.com