Proprietary deal flow for M&A
Strategies, frameworks, and insights for building proprietary deal flow systems that compound over time.
Single-channel email campaigns flatten out fast — sequences combining email, phone, and a third channel can boost engagement by over 287%. A day-by-day cadence for M&A outbound: 12–14 touches across three channels in 21 days, the handoff triggers worth coding into your CRM, and the TCPA/CTIA compliance rails that keep SMS on the table.
Roughly 15–25% of search funds never reach acquisition — and the difference is almost always sourcing, not diligence. A tactical first-12-months playbook: list density, owner persona research, multichannel cadence, and the 90-day build-vs-buy decision.
Most M&A firms running cold email don't know if their campaigns work because they have no honest baseline. Here are the four metrics that actually predict revenue, the ranges we see across Axia's client fleet, and the diagnostic order if you're below the floor.
Most business brokers rely on referrals and hope for seller leads. Here's exactly how top-performing brokers use systematic outbound to book 10-20 qualified seller meetings every month.
Building outbound in-house sounds like the smart long-term play. But the real cost — in money, time, and opportunity — is much higher than most firms expect.
A technical breakdown of what it actually takes to build proprietary deal flow infrastructure — the domains, data, deliverability systems, and coordination that separate real outbound from email spam.
The M&A deal origination market ranges from $25/lead mass email blasts to $38K setup fees. This 10-criteria framework helps you separate credible providers from expensive experiments.
A complete breakdown of every lead generation channel available to business brokers — what works, what doesn't, and how to build a system that fills your pipeline consistently.
A buyer's guide to evaluating M&A appointment setting services — the red flags that should make you walk away, and the green flags that signal a provider who can actually deliver.
We ranked every marketing channel available to business brokers — from outbound email to Facebook ads to referrals. Here's where your time and money will actually pay off.
Tried cold email for your brokerage and got nothing? Here are the 7 reasons broker cold email campaigns fail — and what actually works to generate seller leads.
The three main deal flow channels for M&A advisors — outbound, inbound, and referrals — compared honestly, with a framework for combining them.
Evaluating lead gen services for your brokerage? Here are 10 criteria that separate providers who deliver from those who burn your money and your reputation.
Two pricing models dominate M&A deal flow services. One charges you regardless of results. The other only charges when you get meetings. Here's the real math behind each.
The traditional approach to deal sourcing is broken. Here's why most M&A firms struggle with outbound and what actually works.