Proprietary Deal Flow

Delivered

By combining finance expertise with cutting-edge outreach systems, we uncover hidden opportunities so you can focus on closing deals, not chasing them.
Why Partner With Us

Customizability is in our DNA

We specialize in delivering high-quality, proprietary deal flow to firms in the lower-middle-market. Our process is rooted in deep financial expertise, advanced outreach technology, and a collaborative approach that begins with your specific goals.
Who We Help

We partner with lower middle market firms

We help Private Equity firms, family offices, and corporations discover off-market acquisition targets that align with their investment strategies.

Our proprietary data enrichment and multi-channel outreach mean you see hidden opportunities before the competition.
For investment banks, M&A boutiques, and companies seeking to sell, we streamline the process of identifying well-qualified buyers and potential clients.

By leveraging our systematized approach to outreach and lead verification, we help you maximize value and close deals faster.
We equip advisory firms and financial advisors with a consistent pipeline of prospects that genuinely fit their expertise.

Through tailored messaging and rigorous qualification, you spend less time searching for clients and more time delivering top-tier advisory services.
Our Process

We perfected the flow for proprietary deal sourcing

Our three-stage approach ensures every part of your deal pipeline is meticulously planned, executed, and optimized.
1

Discovery & Strategy

We begin by immersing ourselves in your unique goals—whether that’s targeting specific industries, deal sizes, or acquisition criteria. Through collaborative discovery sessions, we lay the groundwork for a tailored outreach game plan that zeroes in on the prospects you want most.
2

Data Enrichment & Multi-Channel Outreach

We pull data from multiple trusted sources, cross-referencing each to guarantee accuracy and depth. Then we create customized messaging and deploy it across email, LinkedIn, phone, SMS, and even hand-written mailers. This comprehensive, multi-touch approach ensures we reach the right decision-makers at the right time.
3

Lead Qualification & Continuous Optimization

Every inbound response is rigorously vetted and delivered to you in a clean, organized format, so you focus on serious opportunities only. We monitor response rates, refine our messaging, and adjust strategies continuously—ensuring your pipeline grows stronger with each campaign.
Mike and Varun freed up our team's time to do what we do best.
50k+
tailored leads sourced
5+
outreach channels
35+
deals and partnerships closed

Let's work together

Book a discovery call today so we can determine if we're a mutual fit