Your dedicated seller-sourcing engine — built for M&A advisors and brokers tired of chasing referrals. 8–12 qualified, motivated seller conversations every month in your focus industries and territory, with exclusive territory rights so your competitors are locked out.
Two recent engagements, two different profiles, one common pattern: consistent seller origination turning into signed listings and paid commissions.
Client identities kept confidential per engagement terms. Full case studies available on request.
The Sell-Side Engagement Program (SSEP) handles every stage of seller discovery — from initial outreach to qualification — so your team spends time on relationships, not research. We surface qualified, warm sellers directly to you.
Our M&A trained callers screen inbound and prospected leads before they reach your desk. We verify business type, ownership structure, revenue range, and soft sell-readiness — so every conversation you take is pre-qualified.
Before the first advisory call, we gather key business information: approximate revenue, owner tenure, employee count, real estate situation, and motivation for exploring a sale. You walk into every conversation with context.
Multi-touch email and calling sequences targeting business owners in your chosen industries and markets. Built on researched lists, not spray-and-pray — designed to generate warm conversations with owners open to exploring a sale.
We build, scrub, and maintain target lists of business owners matching your criteria. Dead records, duplicate entries, and out-of-business listings are regularly cleaned to protect sender reputation and campaign performance.
Month-to-month. Cancel anytime. No setup fees. We've already had 2,500+ of these conversations — you're not paying us to learn, you're paying us to plug into a machine that's already running.
From your first onboarding call to live outreach in seven days. We move fast because we've already built the machine — you're plugging into infrastructure that's already running.
A structured kickoff session with your assigned campaign lead. We align on your focus industries, territory, deal criteria, and any broker-specific context we need. You'll walk away with a confirmed campaign brief and your focus industries locked in.
Our research team pulls owners from our 80M+ database matching your focus industries and territory. Lists are scored for fit, motivation signals, and size — so every owner in the sequence is a potential qualified conversation, not filler.
Outreach sequences are loaded into our sending infrastructure, tested for deliverability, and aligned to the vertical we're targeting. This is running on the same stack that's already produced 2,500+ owner conversations — we're not figuring it out from scratch.
Outreach launches. Replies are screened and qualified before reaching you. Sellers who aren't ready to transact are placed into the Seller Cultivation Engine — an indefinite nurture flow that keeps them warm until their timing changes.
Monthly performance review of open rates, reply rates, qualified leads generated, and pipeline entries. Your BDR stays active on outreach, calling, and seller follow-up week over week.
Not every seller you find is ready to sell today — and that's exactly the point. Business owners in the 12–36 month window before a sale are among the most valuable relationships in M&A. The SSEP captures them and keeps them warm.
Sellers who say "call me in a year" are entered into an automated but personalized drip sequence. They receive relevant market insights, exit planning content, and periodic check-ins — so when they're ready, you're the advisor they remember.
When a seller finally decides to move forward, they call the advisor who's been consistently showing up for 18 months — not the one who cold-called last Tuesday. Cultivation builds preference before urgency.
The cultivation pool grows each month. Sellers who opt into your content today create a compounding pipeline of future engagements — a long-game asset that your competitors aren't building.
Your campaign lead is a business development professional trained specifically for M&A conversations. They are not closers, advisors, or attorneys. They are the professional first touch that earns trust and surfaces the warm handoff to you — so qualified sellers land in your pipeline ready for your expertise.
Tell us your target profile, acquisition thesis, and geography — and we'll show you what a first month of seller engagement looks like.