Work with us

Built around your mandate.

We build a proposal from where you are: your buy criteria, your capital structure, your target profile, and the shape of the market you are trying to reach. There is no package and no preset tier.

Book a consultation How it works

What shapes the engagement

Four inputs. One shaped engagement.

No two mandates look the same, because no two buy boxes, capital structures, or target markets are.

Buy criteria

Industry, control structure, geography. What you are actually buying and who you are buying it from.

Capital structure

How the deal gets done. Shapes the size band, the timeline, and which targets are realistically in range.

Target profile

Ownership situation, employee count, succession horizon. The owner you need on the other end of the phone.

TAM shape

How many targets exist in the geography, how dense the market is, and which channels reach them.

A shaped engagement

A universe estimate, a channel plan, and the channels we would not run for you.

Before the engagement starts, we come back with what exists in your category and geography, which channels fit, and which we would rule out. The engagement follows from that, not from a price card.

01 · YOUR INPUTS

What you bring to the first call.

Buy criteria, capital structure, target profile, and the shape of the market you are trying to reach. This is the raw material. The proposal comes from it.

Mandate inputs, SAMPLESUBMITTED

Buy criteria (SAMPLE)Precision machining, HVAC services, or industrial distribution. Majority control required.BUY BOX

Capital structure (SAMPLE)Search fund, committed capital. SBA 7(a) eligible. No equity partner required for targets under the SBA cap.FUNDING

Target profile (SAMPLE)Owner-operated, 10–75 employees, owner plans to exit within 3 years. Management in place preferred.TARGET SHAPE

TAM shape (SAMPLE)Southeast US, concentrated in Tennessee, Georgia, and the Carolinas. Dense enough for a 90-day calling run.GEOGRAPHY

Current sourcing (SAMPLE)Referrals and one broker relationship. No active outbound. Origination is the primary deployment constraint this year.BASELINE

02 · WHAT AXIA COMES BACK WITH

The proposal is built from your inputs, not from a package.

A universe estimate, a channel recommendation, and the channels we would not run for you.

Mandate assessment, SAMPLEPROPOSED

Universe estimateReachable owner-operated targets in the stated geography and sectors: counted and countersigned inside 15 business days of engagement start.OUTCOME

Channel fitCold calling is the primary channel for this segment. Email runs at scale alongside the calling sequence. Broker channel is excluded, as it targets the same sellers through a competing path.CHANNEL PLAN

Channels we would not runLinkedIn outreach for this cohort: owner-operators in machining and HVAC are structurally absent from professional-network data. Property-record sourcing fills the gap.EXCLUDED

Engagement shapeMandate-dedicated calling run. Owner contacts sourced and verified against your buy box before each run. Qualified conversations delivered with the full owner record.PROPOSED

The preference

We'd rather go deep with a few than shallow with many.

A mandate with a dedicated caller and a defined process behind them is a different thing from a mandate that shares infrastructure with forty others. Axia runs the first kind.

Depth with fewBroad with many

Mandate countA small number. Each one gets a dedicated caller and a sourced contact list built to its buy box.As many as the infrastructure can run. Buy boxes blur when there are enough of them.

Caller assignmentNamed. The same caller works the same mandate. The owner hears a consistent voice.Pooled. Whoever is available works whoever is next. Consistency is a cost, not a feature.

Contact listBuilt per mandate, refreshed before each run. Twenty active lists at current scale.Shared across mandates or refreshed on a fixed cycle. The buy box is approximate.

What we turn downMandates where the TAM is too thin to sustain a run, or the buy box is too broad to build a useful list.Not a question we answer. Volume is the offer.