Predictable monthly output: qualified owner conversations with screening-ready context. No auctions. No noise. Just actionable, proprietary deal flow.
The Sourcing Problem
Traditional proprietary sourcing yields roughly 1% close rates. That means your team reviews 80–100 opportunities to close a single deal. Most of that effort is wasted on leads that were never real to begin with.
Traditional Sourcing
~80 opportunities reviewed → 1 close
Cold outreach, unqualified leads, recycled broker deals, inflated projections, misaligned sellers, wasted senior partner time. Your team spends 80% of their effort filtering noise — and 20% on deals that actually matter.
This Model
25 qualified introductions → ~3 actionable deals
Pre-screened, motivated owners who match your buy box. Structured deal briefs with financial context, motivation, risks, and clear next-step recommendations. Your team reviews fewer opportunities — but dramatically better ones.
What You Receive
Each qualified introduction comes with a structured deal brief designed for fast investment committee triage. No guesswork. No extra research required.
Revenue and EBITDA ranges as provided and validated in direct conversation with the owner. Not estimates from a database — real numbers confirmed in a real call.
Why is this owner exploring? Succession planning, burnout, de-risking, growth capital? And when — actively looking (0–6 months), planning ahead (6–12), or early exploration (12–24).
How involved is the owner in daily operations? Are they willing to stay through a transition period? What does the management bench look like? Critical context for post-close planning.
Top customer as a percentage of revenue — the single fastest deal-killer in lower-middle market transactions. We surface it upfront so you don't waste diligence cycles discovering it later.
We don't sugarcoat. Every deal brief includes our honest assessment of risks, concerns, and potential deal-breakers identified during screening. Better to know now than in month 3 of diligence.
Full call recording and detailed notes from our screening conversation, plus our next-step recommendation graded A (advance immediately), B (qualify further), or C (park/monitor).
The 90-Day Pilot
No hidden fees. No variable costs. No long-term contracts. You know exactly what you're paying, what you're getting, and when you'll get it.
90-Day Pilot
$60,000/month · Billed in advance · No long-term contract
Month 1
8–12
qualified introductions
Month 2
10–15
qualified introductions
Month 3
12–18
qualified introductions
Expected Outcomes
Buy Box Alignment
Every pilot begins with a detailed buy box calibration. We only deliver introductions that match your parameters.
EBITDA Range
$5–10M
Geography
US-wide
Exclusions
Tech + Oil & Gas
Deal Type
Control / Majority preferred
Sector Focus
Industry-agnostic or 3–5 priority sectors
Output Format
Structured deal briefs
The pilot is 90 days. Monthly billing. If the outputs don't justify the investment, you stop — no penalties, no awkward conversations, no sunk-cost obligations. We believe in earning your business every month with measurable results. That alignment is what keeps us accountable — and what gives you the confidence to start.
To maintain output quality and avoid buyer overlap, we work with a limited number of buyers simultaneously per sector and geography. If your buy box overlaps with an existing engagement, we may not be able to onboard immediately. The fit call takes 10 minutes — and confirms whether we have open capacity for your criteria.
Common Concerns
Good — this augments them. Your internal team likely has limited bandwidth for cold outreach to the $5–10M EBITDA segment. We add a dedicated, parallel sourcing channel that generates introductions your internal team can advance. Most clients see us as a force multiplier, not a replacement. The introductions we deliver are opportunities your team wouldn't have found — or wouldn't have found fast enough.
Consider the alternative math: a senior deal professional costs $300K–$500K/year fully loaded and generates maybe 2–3 proprietary deals per year. At $60K/month, we deliver 30–45 qualified introductions in 90 days with ~3–5 becoming actionable. On a cost-per-qualified-opportunity basis, this is dramatically more efficient than internal sourcing — and it starts producing in weeks, not quarters. If even one deal closes from the pilot, the ROI is measured in multiples, not percentages.
Two ways: First, ask for our sample deal brief — it shows exactly the level of detail and screening rigor you'll receive with every introduction. Second, the pilot structure itself protects you. Monthly billing means you see results before you pay for the next month. If the quality doesn't meet your standards in Month 1, you have a direct conversation with us — and if we can't fix it, you stop.
Deal velocity in the lower-middle market is typically 6–12 months from first introduction to close. The pilot creates a pipeline — it doesn't guarantee a close within 90 days (and anyone promising that isn't being honest). What it does guarantee: 30–45 qualified introductions with real, screened business owners. The pipeline you build during the pilot continues producing results for months after it ends.
Get Started
Tell us about your buy box. We'll confirm fit and capacity in a 10-minute call.