Founder-owned companies that fit your criteria, qualified and on your calendar. Deal origination for private equity firms, independent sponsors and family offices, run by us, enabled by AI.
Recent mandates
Residential HVAC · Collision repair · Specialty food manufacturing · Accounting practices · Event rentals · Team-sports distribution
Results
From the mandates, as reported to the clients
Letters of intent signed in the first two months
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Live add-on mandate for a private equity firm, nine categories, from August 2026
Owner conversations in the first seven weeks
0
Same mandate: founders at or above the size floor, each introduced to the deal team
Firms mapped for one accounting roll-up
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Built on the client’s own cloud; 55,186 researched and scored as fits
Who we work with
Lower-middle-market buyers who want the founder- and family-owned companies that never reach a banker. You set the criteria: sector, size, geography, ownership. We find the owners, qualify the fit and hand you the conversation.
Working session
Thirty minutes on your criteria and what the first conversations look like.
A managed origination mandate built around your criteria. We reach the owners, qualify the fit and deliver the conversations to your calendar.
AI systems built for your team: the same origination engine, on your own cloud, run under your name and maintained by our developers. You own the infrastructure, the data and the IP.
When a company we know fits your criteria, we introduce the owner to your team under an introduction and fee agreement signed up front. No retainer; the fee is earned only when a transaction closes.
Case studies
Nine add-on categories worked at once. At full capacity the engine contacts 3,000 owners a month; at this mandate’s rate that is about 55 owner conversations a month for the deal team, every one at or above the size floor. Three letters of intent in the first two months.
Read the case study
The whole United States market of accounting and tax practices built from public records on the client’s own cloud, every firm researched and scored against the criteria, and outreach to the fits run from inside their CRM.
Read the case study
The origination engine kept inside Salesforce, extended with a recruiting module for the platform’s hires, and run by a team of three without a developer on staff.
Read the case studyInsights
Surgical equipment PE deals in 2026 command premiums because regulatory, capital, and distribution barriers block new entrants from the category.
Baby boomers own roughly 2.3 million to 12 million U.S. businesses nearing retirement, with the full generation past 65 by 2030. The data, broken down.
Cold calling business owners for acquisition works with the right script, cadence, and funnel math. Benchmarks, worked costs, and a usable call framework.
SaaS valuation multiples in private equity have diverged from public comps in 2026. The gap, the mechanism, a worked example, and how to price it.
Most lower middle market deals close in 3–12 months, averaging 6–9 months from first contact. The data on what speeds up or stalls a close.
How to build an ideal target profile for acquisitions: a five-filter framework, scoring method, worked example, and the data behind why defined criteria win mor
Podcast
How smaller funds actually get deals done.
Hosted by Ray and Dana, both AI.
Qualified conversations with the owners of companies that fit your criteria, delivered to your calendar with financials, research and verified contacts attached. You set the thesis. We run the origination. You close.
Nothing is bought off a list. We map the whole market for your thesis, research and score every company before an owner is contacted, and only the conversations that qualify reach your team. The research travels with every thread, so your team starts each call informed.
Setup takes two to three weeks: the market mapped, scored and made contactable, and the outreach prepared. First qualified conversations typically surface within four to six weeks of launch, and the flow compounds from there.
Each mandate is built around one thesis, and nothing is shared between clients: the market, the scoring and the research exist only inside your engagement. We do not resell your market.
Retained search is a monthly fee plus a success fee on closed transactions. An origination system is a one-time build fee, monthly maintenance, and a success fee on deals sourced from it. Success-fee introductions carry the success fee alone. Fees are scoped to the mandate and set out in writing before any work starts; we walk through them on the introductory call.
Next step
Thirty minutes with the managing partner on your criteria, the markets we would work, and what the first conversations look like.
