Notes & analysis from the team running the engine.
Research, data and operating points of view on add-on sourcing, multi-channel outbound, and the mechanics of mid-market private equity dealmaking.
How PE Firms Source Deals Without an Investment Bank.
How private equity firms source deals without an investment bank: five non-bank channels, the data behind them, a worked example, and objections addressed.
The First Outreach Email That Gets a Reply.
How to write a first outreach email to a business owner: the subject line, sentence count, and ask structure the data says actually earns a reply.
When to Outsource Deal Sourcing for Your PE Firm.
Outsourced deal sourcing firms make sense when retainer costs ($8K–$25K/month) beat internal origination costs. Here's the decision math.
Cold Email Sequence Templates for Acquisition Outreach.
The email sequence templates that get owners to reply: touch count, cadence, and the data behind why follow-ups outperform the first cold email.
Running an Add-On Search for a Platform Company.
How to run an add-on acquisition search for a platform company: internal sourcing, target scoring, underwriting, and outbound sequencing, with data.
Healthcare RCM Platforms Draw a PE Investment Wave in 2026.
Healthcare RCM platform PE investment accelerated in 2026 as price-transparency rules and activist pressure reshaped billing infrastructure deal flow.