Deal Origination Services for Advisors, Bankers, Brokers and PE

Most M&A practices run on referrals. Referrals are great deals and terrible pipeline: you cannot schedule them, scale them, or point them at the industries you want to be known for. Deal origination is the work of going out and finding owners who are ready to talk, before they call a competitor or list with a broker. Our founder has been generating deal flow this way since 2018.

What deal origination means here

For advisors, bankers and brokers it means sell-side origination: finding privately held business owners who match your criteria, starting the conversation, and handing you a scheduled meeting with someone who has agreed to discuss a sale or a valuation. For private equity it is the buy-side version: founders who fit your thesis, booked for an intro call with your deal team. Not a list. Not a batch of "leads" who filled out a form. A meeting on your calendar with a real owner.

You stay in charge of the engagement itself. We never give valuations, quote fees, or represent you as an advisor. The caller introduces your firm, qualifies the owner against your criteria, and books time with you.

Who we do this for

M&A advisors

Sell-side mandates from owners in the industries you want to own.

Investment banks

Sector coverage calling at volume, booked onto your bankers' calendars.

Business brokers

Listing appointments with owners who have not listed yet.

Private equity

Thesis-driven founder calls for platforms and add-ons, outside the auction.

Criteria. You tell us the industries, revenue band, geography and deal types you want. A lower-middle-market advisor and a Main Street broker get very different lists.
List. We build a fresh list of 1,200 to 1,500 owners that match, with direct mobile and verified email where available, scrubbed against do-not-call lists.
Outreach. A dedicated caller works the list by phone with a voicemail on every pass, while a managed email campaign runs a 3-touch cadence to the same owners. Interested replies get a call back, typically the next business day.
Booking. When an owner agrees to meet, we book it live onto your calendar and confirm it the same day. You get the notes and the context before the call.
Iteration. Weekly reporting, a dedicated account manager, and a bi-weekly review where the script and list get sharpened from what the market is telling us.

The volume behind it

1,200 to 1,500verified owners on a fresh list every month

4,000 to 6,000dials a month once the campaign is live

3,600+emails a month on a 3-touch cadence

2 to 3 weekstypical setup after onboarding

Origination is a numbers business. The reason most in-house efforts fizzle is not the script, it is that nobody keeps dialing in week six. The campaign is built so the volume never drops, and the list never goes stale.

Who it is for

A good fit

M&A advisors, boutique investment banks and business brokers doing sell-side work
Private equity funds and family offices sourcing platforms or add-ons outside the auction
Firms that want more mandates in a specific industry or region
Advisors with capacity to take meetings and a process for what happens after the first conversation

Not a fit

Buy-side search with no thesis or target profile yet
Anyone who needs a signed engagement in the first 30 days to justify the spend
Firms that cannot take a call within a day or two of it being booked

What it costs

One monthly fee, month to month. No percentage of your success fee and no long-term contract. For most firms it comes in well under the fully loaded cost of one in-house business development hire, and it is running within two to three weeks of onboarding instead of a three-month ramp. See pricing.

Frequently asked questions

Is deal origination the same as lead generation?

Close, but not quite. Lead generation usually means collecting contacts or inbound inquiries. Deal origination means producing a scheduled conversation with a business owner who matches your criteria and has agreed to discuss a sale or a valuation. We deliver the second thing.

How many opportunities should an advisor expect?

It depends on the industry, the revenue band and how tight your criteria are. We do not guarantee a number. What we control is the volume (the list, the dials and the emails) and the quality of the conversation. Across campaigns, a steady flow of qualified seller meetings each month is the norm once the campaign is live, and we review the numbers with you every two weeks.

Do you work on retainer or on a success fee?

A flat monthly fee, month to month. We do not take a share of your success fee, so there is no conflict on which deals you choose to pursue.

How long until the first meetings?

Setup typically takes two to three weeks after your onboarding form is in: list build, script, email domain warm-up and calendar integration. Meetings start once the campaign is live and dialing.

Who makes the calls?

A dedicated caller assigned to your account, trained on your criteria and your script, with a manager reviewing calls. If the fit is not right, we swap the caller at no extra cost.

Can you target a specific industry or geography?

Yes. That is the whole point. The list is built to your criteria, and the script is written for that owner. Narrow criteria mean a smaller list, so we will tell you if a target is too thin to support the volume.

Deal origination services for M&A advisors, bankers, brokers and private equity