Services
Three ways to engage.
Side by side
What each engagement delivers
| Engagement | Retained search | Origination systems | Success-fee introductions |
|---|---|---|---|
| Built for | Buyers who want conversations on the calendar and nothing to manage | Deal teams that want the engine inside their own walls | Buyers who want to see what we surface before retaining anyone |
| You receive | Qualified owner conversations, weekly reporting, research attached | The market, the scoring, the outreach and the CRM wiring, as your asset | Owners who fit, introduced one at a time with what we know |
| Fees | A monthly fee plus a success fee on closed transactions | A one-time build fee, monthly maintenance, and a success fee on deals sourced from it | A success fee at closing; no retainer |
| First conversations | Typically within 30 days of launch | Operational within the first month | As companies that fit appear |
| You own | The relationships and the research on every thread | Infrastructure, data and code, outright | The relationship from the first call |
The three lines
Pick the one that fits the mandate
Retained search
A managed origination mandate built around your criteria. We reach the owners, qualify the fit and deliver the conversations to your calendar.
- Direct outreach to the owners across your thesis
- Qualified conversations delivered to your calendar
- Financials, research and verified contacts attached
Origination systems
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.
- Market data, research and scoring built on your infrastructure
- Outreach and CRM wired into the stack you already run
- Maintained and extended by our developers
Success-fee introductions
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.
- An introduction and fee agreement signed before the first introduction
- Introductions only where the company fits your criteria
- No retainer; the fee is earned on a closed transaction
Fees
How fees work
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.
It is earned only when a transaction closes, calculated on transaction value on a standard sliding scale written into the engagement letter or the introduction and fee agreement. There are no other variable fees.
An introduction and fee agreement signed before the first introduction. When a company we know fits your criteria, we introduce the owner to your team. There is no retainer; the fee is earned only when a transaction closes.
Next step
Bring the thesis. We bring the owners.
Thirty minutes with the managing partner on your criteria, the markets we would work, and what the first conversations look like.
