Deal sourcing that books meetings with business owners before they go to market
We run cold email, LinkedIn, and AI calling for PE firms, M&A advisors, and investment banks. We find owners showing exit signals, write like an advisor, and book the conversations. You take it from there.
DEAL SOURCING FOR PE AND M&A
HOW WE SOURCE OWNER CONVERSATIONS
How we source proprietary deal flow
No database tells you which owner is ready to sell. The campaigns that win build proxy signals, sound like a trusted advisor, and let owners reply on their own timeline.
1
Define The Thesis
We turn your criteria into filters, like industry, revenue band, headcount, ownership, and geography.
2
Find Exit Signals
We use proxy signals like founder tenure and valuation research, as we did for MBO and Tortoise.
3
Write Like An Advisor
Copy leads with what the business is worth and how to protect staff, never M&A jargon or false urgency.
4
Book The Owner
Our team works every reply, screens out poor fits, and books qualified owners on your calendar.
WHY OWNER OUTREACH FAILS
Why most owner outreach gets ignored, and what gets a reply
Owners delete generic M&A pitches on sight. What earns a reply is proof you understand their business, a message about their goals, and patience while they decide.
DONE FOR YOU
What your deal team gets from fully managed deal sourcing
Your team stays on live deals. You see the target companies, messages, replies, and booked meetings in real time, with nothing hidden in a monthly report.
Thesis Mapping Before Launch
We turn your buy box into search filters and test the market before outreach goes live
Exit Signals Behind Every List
Owners reached when signals line up, like long tenure or valuation research
Inbox Placement Built In
Dedicated domains, private US IPs, and 100+ managed Outlook inboxes
Messaging Built On Their Story
Every email references a real milestone, like an award, client win, or new hires
Only Qualified Owners Booked
We screen by revenue, headcount, and ownership before anyone reaches your calendar
Email, LinkedIn, and AI Calling
Peer-level LinkedIn, email, and calls run from the same verified owner list
VENDOR COMPARISON
Spend your time on live deals, not prospecting
We handle everything before the first call and send you the context you need to win the deal.
PRICING
Deal sourcing pricing
FAQ
Straight answers on targeting, reputation, pricing, and what we need from your firm before launch.
How do you protect our firm's reputation?
Owner outreach is a reputation business, so copy reads like an advisor, not a broker blast. We send from dedicated domains and inboxes warmed before launch, pace follow-up over weeks, and never use urgency tactics.
Which channels work best for deal sourcing?
Cold email reaches owners at volume. LinkedIn suits peer-level conversations, which is why MBO Ventures led with connection requests from its own team. AI cold calling follows up with engaged owners who have not booked, as in Equity Front Capital's campaign.
How much does outbound deal sourcing cost?
Plans start at $1,499 a month for up to 15,000 emails, with Growth at $2,499 for up to 30,000 and Scale at $3,999 for up to 60,000. Every plan is month-to-month. Tortoise Finance's campaign cost $10,800 in total and returned 17.5x in six months.
CLIENT TESTIMONIALS
“Getting leads to have the actual appointments, that’s not difficult anymore.” Darren Gleeman, Managing Partner at MBO Ventures
