We start by learning your exact investment thesis and criteria. Together, we define fits/non-fits, including sector, size, geography, platform vs. add-on, revenue/EBITDA range, business model, and clear exclusions (with example companies).

Our team's deep experience across all industries enables strategic advisory as you shape your sourcing strategy. Once we’re aligned on your goals and expectations, we move immediately into research and build-out.

Thesis → execution. Expert research team builds a criteria-aligned target dataset using AI-driven workflows and enrichment to identify and verify decision-makers.

We handle all technical setup to ensure deliverability, compliance, and efficiency (whether phone, email, or broker coverage). Once complete, you review and approve targets and messaging so every touchpoint reflects your brand and thesis.

We operate as your team, combining personalized email campaigns with M&A trained callers, connecting with business owners, telling your story, and motivating them to engage.

We continuously analyze performance and optimize your camaigns for higher engagement. For banker coverage, we maintain a bi-weekly cadence across a national broker network, so teasers, SIMs, and “let’s talk” replies reach you first. You own the relationships, we keep the sourcing engine running.