Deal Origination

We find the deals you're not seeing. Most deal flow comes from the same sources: brokers pitching stale opportunities, inbound decks from unprepared founders, or auctions you're competing in with 10 other firms.

We work differently.

We proactively source off-market and early-stage opportunities that match your investment thesis—then bring them to you as warm introductions, not cold pitches.

How We Source Deals

1. We Learn Your Criteria
Understanding your investment thesis and requirements
  • Sector focus and deal size
  • Geography and growth stage preferences
  • Red flags and must-haves
  • Your timeline and capacity

This isn't a form—it's a conversation. We need to understand your thesis as well as your internal team does.

2. We Build a Target Profile
Identifying the right opportunities for your firm

Based on your criteria, we identify:

  • Companies at the right inflection point (revenue milestones, product-market fit, scaling challenges)
  • Founders likely to be open to conversations (not those who just raised or aren't ready)
  • Situations where your firm's value-add actually matters
3. We Make Direct, Personal Outreach
Thoughtful, targeted communication

We don't use mass email campaigns or spray-and-pray tactics. Every outreach is:

  • Personalized to the founder and their business
  • Positioned around why your firm is a fit (not just "looking for deals")
  • Professional—we represent your firm's brand, not ours
4. We Qualify Before You're Involved
Only the best opportunities reach your desk

Before we schedule anything on your calendar, we:

  • Confirm the company meets your criteria
  • Gauge founder readiness and openness to investment

You only take meetings with founders worth your time.

5. We Facilitate the Introduction
Warm handoffs to qualified opportunities

Once qualified, we make a warm introduction via email, providing:

  • Company overview and why they're a fit
  • Key metrics and fundraising context
  • Suggested next steps (call, deck review, site visit)

From there, it's your process. We step back unless you need us to coordinate logistics.

What Makes Our Approach Different

We're Not a Marketing Agency
Relationship-driven, not transactional

We make targeted, relationship-driven outreach that treats founders like partners, not leads.

We Represent Your Firm, Not Ourselves
You're the star, we're behind the scenes

Our outreach positions your firm as the opportunity. We're invisible - founders remember you, not us.

Quality Over Volume
Precision beats spray-and-pray

We'd rather bring you 3 great deals a quarter than 20 mediocre ones a month. Our goal is to become a trusted extension of your deal team, not a vendor pumping out metrics.

What to Expect

Timeline
Structured onboarding and ongoing engagement
  • Week 1-2: Onboarding and target profile development
  • Week 3+: Active outreach begins
  • Ongoing: Weekly updates on pipeline, monthly strategy reviews
Results
Quality guarantees, not quantity promises

We don't promise X meetings per month—deal flow depends on your criteria, market conditions, and timing. What we do promise:

  • Every introduction will meet your stated criteria
  • Every founder will be pre-qualified and genuinely interested
  • You'll only spend time on conversations with real potential

We Partner With Owners and Deal Professionals Who:

Have a proven track record
Experience matters

You've successfully run or acquired businesses before and understand what makes a company thrive. You're not just exploring opportunities—you're looking to scale and steward something with long-term potential.

Have precise acquisition criteria
Clarity drives success

You know what you're looking for: sector, revenue range, geography, and business model. Clarity and focus are critical for efficiency and success.