Sell-Side Origination
Sell-Side Engagement Program
A done-for-you seller outreach and qualification engine — purpose-built for M&A advisors and brokers who want a consistent pipeline of engaged sellers without adding headcount.
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. Everything runs under your brand.
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.
A retainer-plus-performance model that aligns our incentives with your closings. No setup fees. No long-term contracts. Cancel anytime.
From your first onboarding call to a fully operational campaign — we move fast. The first 30 days are structured to ensure the program runs under your brand and speaks in your voice before a single owner receives an email.
A structured kickoff session with your assigned BDR and campaign lead. We align on your target industries, geography, voice, tone, and deal criteria. You'll walk away with a confirmed campaign brief and your 3 focus industry categories locked in.
We produce three branded white papers tailored to your focus industries — designed to educate business owners on exit planning, market conditions, and what to expect in a sale process. These become leave-behind assets your BDR references and your email sequences link to.
Your BDR and our research team build out the prospecting list for your target verticals. Email infrastructure is set up under your domain, sequences are written in your voice, and the campaign is tested before any send.
Outreach launches. Replies are screened and qualified before reaching you. Sellers who aren't ready to transact are placed into a long-term cultivation sequence — a multi-month drip that keeps your firm top-of-mind when they're ready to act.
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 — under your firm's name.
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 BDR is a skilled 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 creates the warm handoff — and they operate fully under your brand.
Tell us your target profile, acquisition thesis, and geography — and we'll show you what a first month of seller engagement looks like.