Sell-side mandates come from owners who were thinking about an exit before anyone called. We find those owners in the industries you want to own, start the conversation, and book the meeting with you.
An M&A advisory practice is only as good as its next three mandates. Referrals from attorneys, CPAs and past clients are the best deals you will ever get, and you cannot schedule them. Origination is how you stop waiting. Our founder has been generating deal flow this way since 2018.
Founder-owned and family-owned companies, typically $2M to $50M in revenue, in the two or three industries where you want to be the obvious choice. Many have never spoken to an advisor. Most have no idea what the business is worth. That is the opening: a short, respectful call about what companies like theirs are trading for, and an offer of a confidential conversation with you.
The caller introduces your firm by name, qualifies the owner against your criteria (size, industry, timing, ownership), and books the meeting. You handle the valuation conversation, the engagement letter and everything after.
For advisors, yes: the campaign is built to find owners open to an exit or a valuation conversation. If you also run buy-side searches, see our private equity page, which covers thesis-driven sourcing.
The script is written with you, in your words, and the caller is trained on your market before the first dial. No pressure, no pitch for a sale, no valuations quoted. A manager reviews calls, and you see the weekly numbers.
Yes. Most advisors give us two or three industries and a geography. If the target is too narrow to support the monthly volume, we will say so before we start.
An owner who matches your criteria, knows who you are and why you are meeting, and has agreed to a time that is on your calendar and confirmed. We do not count voicemails, replies or "send me information" as meetings.
No. A flat monthly fee, month to month. You keep the whole fee and choose which engagements to take.
We do not guarantee a number. We commit to the volume, the quality of the conversation and a bi-weekly review of what is converting. Advisors who take meetings within a day or two and have a clear next step after the first call tend to do best.
Tell us who you're trying to reach and we'll map the campaign to your market.
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