How it works04 Work with us
Built around your mandate.
We build a proposal from where you are: buy criteria, capital structure, target profile, and the market you want to reach. No package. No preset tier.
Engagement / ProposalShaped
Built from your inputs.
- Buy criteria
- Yours
- Capital
- Yours
- Target
- Yours
- TAM shape
- Yours
- Package
- None. No preset tier.
Out: universe estimate, channel plan, the channels we would not run.
Deep with a few. Not broad with many.
01What shapes the engagement
Four inputs. One shaped engagement.
No two buy boxes, capital structures, or target markets match. So no two mandates do.
01Buy box
Buy criteria
Industry, control, geography. What you are buying and who you are buying it from.
02Funding
Capital structure
How the deal gets done. Sets the size band, the timeline, and which targets are in range.
03Owner
Target profile
Ownership, headcount, succession horizon. The owner you need on the other end of the phone.
04Market
TAM shape
How many targets exist in the geography, how dense the market is, and which channels reach them.
A shaped engagementBefore day one
A universe estimate, a channel plan, and the channels we would not run for you.
What exists in your category and geography, which channels fit, which we rule out. The engagement follows from that, not from a price card.
02Sample mandate brief
Your inputs in. Our assessment out.
Bring the raw material to the first call. The proposal comes from it, not from a package. All values below are a sample.
01 Your inputsSample
- Buy box
- Precision machining, HVAC services, or industrial distribution. Majority control.
- Funding
- Search fund, committed capital. SBA 7(a) eligible. No equity partner needed under the SBA cap.
- Target
- Owner-operated, 10 to 75 employees, owner exiting within 3 years. Management in place preferred.
- Geography
- Southeast US: Tennessee, Georgia, the Carolinas. Dense enough for a 90-day calling run.
- Baseline
- Referrals and one broker relationship. No active outbound. Origination is the constraint this year.
02 Axia comes back withProposed
- Universe
- Reachable owner-operated targets in the stated geography and sectors, counted and countersigned inside 15 business days.
- Channels
- Cold calling leads for this segment. Email runs at scale alongside the calling sequence.
- Excluded
- LinkedIn. Owner-operators in machining and HVAC are structurally absent from professional-network data. Property records fill the gap.
- Proposed
- A mandate-dedicated calling run. Contacts verified against your buy box before each run. Qualified conversations delivered with the full owner record.
03The preference
Deep with a few, not shallow with many.
A mandate with a dedicated caller and a defined process is a different thing from one sharing infrastructure with forty others. Axia runs the first kind.
DimensionDepth with fewBroad with many
- Mandate count
- A small number. Each gets a dedicated caller and a contact list built to its buy box.
- Broad with manyAs many as the infrastructure can run. Buy boxes blur.
- Caller
- Named. The same caller works the same mandate, so the owner hears one consistent voice.
- Broad with manyPooled. Whoever is free works whoever is next.
- Contact list
- Built per mandate, refreshed before each run. Twenty active lists at current scale.
- Broad with manyShared, or refreshed on a fixed cycle. The buy box is approximate.
- What we turn down
- Mandates with a TAM too thin to sustain a run, or a buy box too broad to build a useful list.
- Broad with manyNot a question we answer. Volume is the offer.
Bring your mandate. We shape the rest.
How it worksKeep reading