Proprietary Deal Origination
Your Deal Flow Team.
Without the Fixed Overhead.
Proprietary 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 added headcount. No success fees.
Book a CallBuild Pipeline You Actually Own.
Most deal flow is borrowed. Broker networks send you what they send everyone. Auction processes start competitive. Your network, no matter how strong, has edges.
The owners who'd be the best fit for your thesis? Most of them aren't talking to anyone yet. They're running their business, not shopping for buyers. Someone has to go find them.
We go direct, under your brand, before anyone else reaches them. Real conversations with business owners in your target sectors. Every relationship we build belongs to you.
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.
$3,500/month
Expected outcome: 4-6 qualified meetings with business owners per month.
Monthly Deliverables
Every lead qualified on the phone before any meeting is set
Weekly strategy call to refine targeting and messaging
Full briefing document before every meeting
No success fees. No long-term contract. Double your coverage at $6,000/mo.
12 qualified owner meetings in 90 days, or your money back.
No other deal origination firm will guarantee that.
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