For Brokers, M&A Advisors, Searchers and Family Offices
The Deal Sourcing System Behind ~$130M in Pipeline Value
Discover how our proven automation framework helps you convert more leads, follow up faster, and close deals while you sleep.
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The Real Problem in M&A Deal Sourcing
Most M&A professionals rely on the same deal sources: public brokers, listing sites, and sporadic outreach. This creates three cascading problems:
Problem 1: Deal Sourcing is Competitive
The 93% Blind Spot: 93% of business sales never touch the public market. Advisors competing for the same 7% of listed deals face crushing cap tables and downward valuation pressure.
Problem 2: Feast and Famine Cycles
Pipeline Inconsistency: Without a system, deal flow is unpredictable. Strong months follow dry months. This kills forecast accuracy and forces feast-famine cycles in advisory teams.
Problem 3: Most Deals Fail to Close
Half or more LOIs fail to close. Much of this attrition happens because cultivation happens too late—sellers are already committed to other processes. The Grid Method cultivates earlier, creating higher-quality pipeline.
The DealGrid Method
The DealGrid is a proprietary system that identifies and systematically cultivates the 63% of business sales that remain invisible to traditional deal sources
THE FRAMEWORK: Identify → Cultivate → Convert
Identify: We map high-probability sellers across your market using industry, revenue, age, and exit-readiness signals. This creates your prospect universe.
Cultivate: We execute a 12-18 month cultivation campaign—intelligent email sequences, educational content, and strategic timing—that warms cold relationships before they hit the market.
Convert: When sellers become motivated (retirement, health, family reasons), they remember your relationship and consider you first. This is where conversion happens naturally.
Real Deals, Real Data
~$130M in validated pipeline value since launch (2024). Below is a representative sample of engagements across verticals.
Healthcare Services | $1.9M Transaction | Closed
Owner was "not ready"—cultivation converted him 18 months later
Construction | $2.9M Transaction | Closed
Never listed—Grid Method identified him through supplier network
Healthcare (Outpatient) | $9M | Due Dilligence
Identified 24 months ago; now actively pursuing exit
Dental Services | $13M | Closed
Manufacturing | $18M | LOI Signed
LOI signed but fell apart (shows deal reality, not our failure)
Sourcing Mid-Market Opportunities in Sought-After Industries
Outpatient Healthcare
Dental
Manufacturing
Construction
Home Services
Specialty Trades
Who We Work With
Sell-Side M&A Advisors
Most sell-side advisors rely on referrals, networking, and occasional outreach to keep their pipeline full. That approach creates uneven deal flow and constant pressure to find the next opportunity. We help sell-side teams build a predictable system that identifies high-probability sellers in their market and cultivates them over time. Instead of scrambling for the next listing, our advisors operate with a steady stream of qualified conversations that turn into higher-quality engagements.
Business Brokerages
Traditional brokerages often live in a reactive world—waiting for sellers to call or for listings to appear on public marketplaces. We help brokerages shift from reactive to proactive. The Deal Flow Grid Method gives brokerage teams a structured way to generate proprietary opportunities, stay in front of owners long before they go to market, and create long-term competitive advantage in their territory. The result is more consistent listings and fewer dry months.
Buy-Side M&A Advisors
Buy-side advisors win when they control unique deal flow. Competing in crowded auction processes drives up prices and shrinks returns for clients. Our system helps buy-side teams source off-market opportunities directly from owners before they are widely shopped. By building relationships early and systematically, advisors gain access to better targets, better terms, and more strategic options for their clients.
Family Offices
Family offices need proprietary opportunities, not recycled deals from the same broker networks. We help investment teams develop a repeatable sourcing engine that consistently uncovers owners who are open to a future transition. Instead of relying on bankers and intermediaries, family offices using our system build direct relationships with sellers, creating long-term deal flow that fits their investment criteria and culture.
Searchers
Independent searchers face a simple challenge: limited time and limited bandwidth. We give searchers a structured, automated way to reach and nurture hundreds of potential acquisition targets without burning out on manual outreach. The Grid Method allows searchers to stay present with owners for months or years, so when the right business becomes available, they are already a trusted conversation instead of a cold email.
Private Equity
Private equity firms need a constant pipeline of proprietary targets to stay competitive. Traditional deal channels are crowded, expensive, and heavily intermediated. We help PE firms build internal sourcing systems that generate direct owner relationships in specific verticals and geographies. By cultivating companies years before they are formally for sale, our partners create differentiated deal flow and reduce dependence on auction processes.
From Random Outreach to Systematic Deal Flow
Most M&A professionals are stuck in the same cycle: chasing the same 7% of listed deals, competing with the same buyers, and hoping the next month will be better than the last.
Proven Track Record of Success
Most outreach programs rely on volume and hope. The Deal Flow Grid Method is built on process and psychology.
Tailored Solutions to Fit Your Needs
We map high-probability sellers inside your exclusive DMA using revenue, industry, age, and exit-readiness signals. This creates a focused, strategic prospect universe instead of a random list.
We understand that every business is different. Our automation tools are fully customizable to meet your specific business requirements.
Easy Integration and Support
We run intelligent 12–18 month campaigns designed to educate, stay present, and build trust long before a seller is ready to exit.
Our software integrates seamlessly with your existing systems, and our dedicated customer support team ensures smooth onboarding
and ongoing assistance.
Identify → Cultivate → Convert
Learn the DealGrid Method
Most outreach programs rely on volume and hope. The Deal Flow Grid Method is built on process and psychology.
PAY-AT-CLOSE ALIGNMENT
We believe incentives should match outcomes.
That’s why we operate on a hybrid success-fee model. You pay when deals close, not when emails get sent.
This keeps our focus where it belongs: on generating real opportunities, not vanity metrics.
Every Aligned Profit engagement includes:
Strategic mapping of your DMA prospect universe
Professionally managed 12–18 month cultivation campaigns
Intelligent message sequencing and content strategy
Monthly performance reporting
Quarterly pipeline strategy reviews
Technical deliverability management
Access to the Deal Grid education platform
REALISTIC TIMELINE EXPECTATIONS
This is not a quick-fix tactic. It is a long-term asset.
Months 1–3: Launch phase. Initial engagement and early conversations.
Months 4–9: Depth phase. Relationships strengthen and opportunities emerge.
Months 10–18: Motivation phase. Sellers begin to move and real deals appear.
Great pipeline is cultivated, not harvested overnight.
Frequently asked
questions
Contact us via support if you have any more questions.
at [email protected]
What exactly does Aligned Profit do?
We help M&A professionals build proprietary deal flow using the Deal Flow Grid Method. Instead of relying only on public listings or referrals, we create a systematic process to identify, cultivate, and convert off-market sellers in your exclusive territory.
Do you offer cold email services?
Yes. We absolutely generate immediate outreach to sellers who are already motivated. Our system is designed to capture both ends of the market: owners who are ready to sell now and owners who will be ready in the future. Cold email is one component of the strategy, while long-term cultivation ensures opportunities continue to emerge over time.
So is this just another cold email program?
No. Traditional cold email focuses only on quick responses. We combine direct outreach with multi-month cultivation campaigns that build trust and stay present with owners until timing aligns. The goal is to capture immediate opportunities while also creating a durable future pipeline.
How is this different from buying leads?
Lead vendors sell recycled intent. We help you create relationships that did not exist before. You are not purchasing names—you are building an asset: an exclusive, cultivated pipeline that belongs to your firm.
What is a DMA and why does it matter?
A DMA (Designated Market Area) is a defined geographic territory. We assign DMAs exclusively to partners so you are not competing internally with other advisors using the same system. Exclusive outreach creates exclusive opportunities.
Do you guarantee deals?
We offer two service tiers. In our standard model, you handle seller conversations while we manage the system that creates interest and opportunities. In our full-service model, our team can engage in initial conversations on your behalf, qualify prospects, and hand off only validated opportunities. You choose the approach that best fits your time, team capacity, and preferred level of involvement.
Can I use this alongside my existing marketing?
Absolutely. Many partners run our system in parallel with referrals, networking, SEO, and traditional channels. The Grid Method adds a consistent proprietary layer to whatever you are already doing.
What industries does this work best for?
The method works across most lower-middle-market industries, including healthcare, construction, manufacturing, business services, and professional practices. Campaigns are customized to your specific vertical focus.
How much work is required on my end?
Very little. We handle strategy, mapping, content, sequencing, and deliverability. Your primary responsibility is responding to interested owners and moving real opportunities forward.
Is this a pay-at-close model?
It is a hybrid pay-at-close model. There is a modest monthly program fee to cover infrastructure and campaign management, paired with a success fee when deals close. This structure keeps incentives aligned while ensuring your system is professionally supported from day one.
What kind of reporting will I receive?
You receive clear monthly reports showing outreach activity, engagement trends, interested prospects, and pipeline development so you can see exactly how your system is performing.
What happens if I change focus or markets?
Campaigns and territories can be adjusted as your strategy evolves. The system is flexible and designed to grow with your firm over time.
How do I get started?
Start by watching the free Deal Flow Grid training and scheduling a consultation. We will review your goals, market, and fit before recommending next steps.
Ready to Get Started?
Everything Needed to Build Predictable Pipeline