A dedicated, mandate-driven origination engine for acquisition-focused firms — built to surface proprietary deal flow before businesses ever reach a formal sale process.
Every engagement includes the complete infrastructure required to build and maintain a proprietary sourcing channel aligned with your acquisition mandate.
Mandate Alignment & Market Mapping
We translate your acquisition criteria into a structured sourcing framework — identifying and prioritizing high-fit targets across your defined sectors and geographies.
Custom target universe built to your mandate
Sector and geography prioritization
Fragmentation analysis and scoring
Ongoing list refinement as criteria evolve
Founder Origination & Direct Outreach
Direct outreach and relationship development with business owners — initiating conversations before businesses enter a formal sale process or engage an intermediary.
Multi-channel owner outreach campaigns
M&A-trained callers and email sequences
Branded to your firm's identity
Consistent follow-up and relationship nurture
Qualification & Readiness Screening
Each opportunity is evaluated for strategic fit, ownership dynamics, timing, and transaction readiness — so your team only engages with owners worth your time.
Preliminary financial and business intake
Ownership motivation and timeline assessment
Fit-scoring against your mandate criteria
Warm handoff to your deal team
Pipeline Management & Reporting
Structured reporting provides full visibility into sourcing activity, engagement status, and opportunity progression across your target market.
Monthly pipeline review and activity report
Engagement status by target and stage
Long-term cultivation tracking
Mandate performance benchmarking
Ongoing Origination Infrastructure
Aligned Profit operates as a continuous sourcing function — maintaining active engagement across your target market rather than delivering a one-time list of names.
Always-on outreach across your target sectors
Cultivation of owners not yet ready to sell
Re-engagement of prior contacts at key intervals
Pipeline compounds in value over time
White-Label Branding
Our team operates as an invisible extension of your firm. All outreach is branded to you — your name, your domain, your identity. Business owners never know Aligned Profit is involved.
Your domain and email identity throughout
Callers introduced as your team members
Messaging aligned to your firm's voice
Fully invisible to owners and intermediaries
How It Works
The 30-Day Setup & Launch Window
From your mandate alignment call to first owner conversations — we move fast. The first 30 days are structured so your sourcing engine is fully operational before pipeline reporting begins.
1
Day 1–3
Mandate Alignment Call
A structured kickoff session where we align on your acquisition criteria, sector focus, target geographies, deal size parameters, and what a qualified opportunity looks like for your firm. You'll leave with your campaign brief locked and your target universe defined.
2
Days 1–14
Target Universe Build
Our research team builds your initial target list — identifying and scoring companies that match your mandate across your defined sectors and geographies. Contacts are validated, enriched, and organized before any outreach begins.
3
Days 10–25
Campaign Infrastructure Setup
Email sequences, calling scripts, and outreach assets are built under your brand identity. Your dedicated BDR is briefed, trained on your mandate language, and ready to represent your firm to owners before Day 30.
4
Day 30
Active Outreach Launches
Multi-channel outreach goes live across all active sequences. Initial engagement activity is tracked and your first pipeline report is delivered at Day 45. Qualified conversations — owners actively engaging — typically appear in weeks 3–6.
∞
Ongoing
Monthly Reporting + Continuous Optimization
Monthly performance review of open rates, reply rates, qualified conversations, and pipeline entries. Your BDR stays active on outreach and owner follow-up week over week. Mandate scope can be updated at your 90-day review.
Scope of Work
What Our Team Will & Won't Do
Our origination team is trained in deal language and owner psychology — but they operate within a clear scope to protect your firm's reputation and compliance posture.
Our Team Will
Represent your firm professionally under your brand identity
Initiate and develop relationships with business owners on your behalf
Qualify opportunities against your mandate criteria before handoff
Gather preliminary business and financial information from owners
Share general industry multiple ranges when owners ask about value
Maintain consistent follow-up with owners over 12–24 month windows
Keep owners in a long-term cultivation sequence until timing is right
Deliver a warm, structured handoff to your team when an owner is ready
Our Team Won't
Provide specific valuations or make claims about what a business is worth
Commit your firm to any representation, exclusivity, or fee agreement
Discuss transaction structure, terms, or deal mechanics with owners
Disclose their relationship with Aligned Profit without your approval
Conduct or provide any form of financial due diligence
Make representations about your fund's capital, returns, or strategy
Engage owners who have explicitly stated they are represented by counsel
Contact owners through multiple channels simultaneously without strategy
"Most lower middle market transactions originate from conversations that begin months — or years — before a business formally enters a sale process."
Aligned Profit · Buy-Side Engagement Program
Coverage
Target Sectors
We build campaigns across fragmented, founder-led industries where owner-operated businesses represent the majority of the market — the sweet spot for proprietary deal flow in the lower middle market.
01
HVAC & Mechanical Services
02
Roofing & Exterior Contracting
03
Plumbing & Drain Services
04
Commercial Cleaning Services
05
Pest Control
06
Landscaping & Lawn Care
07
Auto Repair & Body Shops
08
Veterinary Clinics
09
Physical Therapy & Rehab
10
Plastic Surgery & Med Spas
11
Staffing & Recruiting Agencies
12
IT Managed Services (MSP)
13
Insurance Agencies
14
Financial Advisory Firms
15
Law Firms
16
Accounting Firms
17
Food & Beverage Distribution
18
Commercial Printing
19
Funeral Homes & Mortuary
20
Restaurants & Bars
Don't see your target sector? If you're focused on a vertical not listed above, reach out — we'll research the space, assess list availability and owner density, and confirm whether we can build a quality campaign around it before you commit.
Optional Upgrades
Add-On Outreach Channels
The base engagement runs cold email and direct calling. For firms that want broader reach — or operate in sectors where owners respond better to a different medium — these channels can be layered in at any time.
LinkedIn Outreach
Direct LinkedIn messaging and connection campaigns targeting owner profiles in your sectors. Effective for professional services and B2B verticals where owners are active on the platform.
Add-On Available
Handwritten Direct Mailers
Personalized, handwritten letters sent to shortlisted owners. High open rates and a tactile impression that stands out against digital noise — particularly effective for long-term cultivation targets.
Add-On Available
Targeted Gift Boxes
Curated, branded gift packages sent to high-priority owner targets. Used strategically to open doors with owners who haven't responded to initial outreach or to re-engage warm contacts.
Add-On Available
Paid Social Ads
Targeted social advertising on Meta and LinkedIn directed at business owner audiences within your defined sectors and geographies. Builds brand awareness and supports inbound inquiry alongside outbound efforts.
From $2,000 / mo
Investment
Program Pricing
All-inclusive monthly engagement starting at $3,500/month. The first month covers the 30-day setup and onboarding window — campaigns go live by Day 30. A success fee at LOI applies to transactions sourced through the program.
Starting At
$3,500
per month · no long-term contract required
Success Fee — at LOI
Applies
structure discussed on call
Included in Every Engagement
Dedicated M&A trained Business Development Representative (BDR)
Custom target universe build across your defined sectors and geographies
Branded cold email outreach under your firm's domain and identity
Direct calling by M&A-trained professionals representing your firm
Lead qualification, financial intake, and warm handoff to your deal team
Long-term cultivation sequence for owners not yet ready to transact
Monthly performance report and mandate review
Cost Comparison: Buy-Side Engagement vs. In-House Origination
Internal Hire
Building In-House
BD/Origination Salary$70,000/yr
Benefits & Payroll Taxes (~20%)$14,000/yr
Manager Oversight & Training$10,000/yr
Data, Tools & CRM$6,000/yr
Recruiting & Onboarding$8,000 one-time
Ramp Time (3–6 months)Lost opportunity
Annual Cost
$108,000+
~$9,000 / month
Aligned Profit
Buy-Side Engagement Program
Dedicated M&A Trained BDRIncluded
Target Universe BuildIncluded
Branded Email & Calling CampaignsIncluded
Qualification & HandoffIncluded
Pipeline ReportingIncluded
Long-Term CultivationIncluded
Monthly Investment
$3,500/mo
$42,000 / year
Building an in-house origination function takes 6–12 months to ramp, requires management overhead, and still produces inconsistent results. The Buy-Side Engagement Program is operational within 30 days — with no hiring risk, no benefits overhead, and pipeline that compounds over time.
Ideal Client
Who This Is Built For
The Buy-Side Engagement Program is purpose-built for acquisition-focused firms that need a systematic, proprietary sourcing channel — not a one-time list.
Private Equity Firms
Platform and add-on acquisition mandates requiring consistent proprietary deal flow in defined sectors. Particularly effective for firms running buy-and-build strategies in fragmented markets.
Independent Sponsors
Capital-efficient sourcing infrastructure for sponsors who need qualified deal flow but don't carry the overhead of a full internal BD function between transactions.
Corporate Development Teams
Extension of internal M&A capacity for strategic acquirers running active sector consolidation programs or geographic expansion mandates.
Family Offices & Search Funds
Dedicated origination support for family offices and searchers who want a structured, ongoing approach to finding and engaging acquisition targets — without building a team.
Common Questions
Frequently Asked Questions
Questions we hear often from acquisition-focused firms before engaging.
Will owners know they're talking to a third party?
No. All outreach is branded entirely to your firm. Your BDR communicates from your email domain, uses your firm's name, and is introduced as a member of your team. Aligned Profit is never mentioned. Owners interact with what is — for all practical purposes — an extension of your organization.
How long until we see qualified conversations?
Outreach begins generating replies within the first 2–4 weeks of launch. Qualified conversations — owners actively expressing interest in a transaction or exploratory discussion — typically appear in weeks 3–6. The pipeline compounds over time, so Month 3 consistently outperforms Month 1. Plan for a 60–90 day ramp to a full pipeline.
What does the BDR do when an owner asks what their business is worth?
The BDR is trained to acknowledge the question, share general market multiple ranges (e.g., "businesses in your space typically trade between X–Y times EBITDA, though the actual range depends on a number of factors"), and position the valuation conversation as something your deal team handles directly. This keeps them in scope while advancing the relationship to the next step.
Can we adjust our target sectors or geography mid-engagement?
Yes. Mandate scope, sector focus, and geographic coverage can be updated at your 90-day review — or sooner if your investment criteria shift. We re-build the relevant portion of the target list and update calling scripts and email sequences to reflect the change within approximately 10 business days.
What happens to owners who aren't ready to transact yet?
They're enrolled in a long-term cultivation sequence — periodic, branded touchpoints that keep your firm visible to the owner over a 12–24 month window. Market updates, educational content, and personal outreach ensure that when the owner's situation changes, your firm is the one they call. This is often where the best deals originate.
Is there a minimum contract length?
There is no long-term contract required. The program runs month-to-month after the 30-day onboarding period. We ask for 30 days' written notice to pause or cancel so active campaigns aren't abandoned mid-sequence. Most clients run the program continuously because pipeline value compounds the longer the engagement is active.
Can we run this alongside our own deal sourcing activity?
Absolutely. The program is designed to complement — not replace — your existing sourcing activity. Many clients use the engagement to cover sectors or geographies their internal team hasn't had bandwidth to work, while continuing direct relationship-building in their core markets. Your team and ours are coordinated to prevent duplicate outreach to the same contacts.
How are success fees structured?
Success fee structures are discussed and agreed upon during your introductory mandate call, as they vary based on engagement scope and deal complexity. Both LOI-stage and close-stage success fees apply to transactions that originate through the program. Full details are outlined in your engagement agreement before you commit.
Schedule a Call
Let's Talk About Your Mandate
This call is for buyers, independent sponsors, and PE firms who want a dedicated sourcing channel for off-market, founder-led businesses in the lower middle market. We'll walk through your acquisition mandate, target sectors, and deal size parameters — and map out how Aligned Profit builds a proprietary outreach program aligned specifically to your criteria, not a shared deal list.
By the end of the call, you'll understand what a typical month of pipeline activity looks like, how introductions are structured, and whether the program fits your sourcing goals. No long-term commitment required. If it's a fit, we'll align on your mandate and have you onboarded within 30 days.
