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Buy-Side Origination

The Aligned Profit Mandate

Your dedicated deal-sourcing engine — built for acquisition entrepreneurs, PE firms, independent sponsors, and searchers tired of chasing cold lists. 3–5 qualified, motivated seller conversations every month in your exact buy box. Not names. Not lists. Actual conversations with owners who want to talk.

No retainer. No monthly fee. No upfront anything. Single Lehman at close — that's it.

Apply to Join the Network View Case Studies
$130M+
Aggregate Deal Value
2,500+
Owner Engagements
80M+
Seller Database
20+
Deals to LOI Stage

Full-Scope Origination Infrastructure

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
  • Email and LinkedIn outreach sequences
  • Mandate-aligned messaging and positioning
  • Consistent follow-up and relationship nurture

Qualification & Readiness Screening

Each opportunity is evaluated for strategic fit, ownership dynamics, timing, and seller motivation — so your team only engages with owners worth their 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

Dedicated Origination Team

Our team operates as a dedicated origination layer — running outreach, engaging owners, and building pipeline so your team can focus on closing transactions.

  • Outreach run under the Aligned Profit / Parallel Equity brand
  • Mandate-specific messaging built for your thesis
  • Qualified sellers handed off directly to your deal team
  • You stay focused on diligence, terms, and close
Professional team
"Pipeline that compounds in value over time — not a one-time delivery of names."
Aligned Profit · Salt Lake City, UT

The 7-Day Setup & Launch Window

From your mandate alignment call to live outreach — we move fast. Your origination engine is fully operational within one week, so qualified owner conversations begin immediately.

Day 1
1
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 leave with the campaign brief locked and target universe defined.
Day 2–4
2
Target List Build
We build your proprietary target list against your mandate — verified owner contacts, financial screens, geographic and sector filters applied. You review and approve before anything goes live.
Day 4–6
3
Sequence Configured & Tested
Outreach sequences, dialing strategy, and qualification criteria are configured, deliverability-tested, and loaded. Every message is positioned as Aligned Profit representing a qualified buy-side mandate — clear, compliant, and direct.
Day 7
4
Outreach Live + Cultivation Active
Campaigns go live. First owner conversations start this week. Cultivation flows engage every "not yet" owner indefinitely — so the pipeline compounds from day one instead of resetting each month.
Month 2+
Continuous Origination & Reporting
Monthly pipeline reviews, consistent outreach across your target market, and active cultivation of owners not yet ready to sell. Your sourcing engine compounds in value as relationships deepen and new targets enter at the top of the funnel.

Sectors & Market Focus

National coverage across high-value Lower Middle Market verticals. Each engagement is scoped to your specific acquisition thesis, geography, and financial criteria.

Healthcare & Dental

Dental practices, DSOs, physician-owned groups, med spas, surgical centers, behavioral health, PT, and functional medicine.

HVAC, Plumbing & Mechanical

HVAC, plumbing, electrical, refrigeration, and specialty mechanical contractors with recurring revenue.

Roofing & Home Services

Roofing, painting, restoration, landscaping, pest control, and residential service businesses.

Construction & Trades

General contracting, specialty trades, commercial construction, and industrial service businesses.

Restaurants & Hospitality

Independent restaurants, multi-unit operators, breweries, bars, and franchise food service businesses.

Education & Childcare

Private K-5 schools, daycare and childcare centers, tutoring, and specialty education businesses.

Software, IT & Digital

Software development, MSPs, SaaS, branding/digital agencies, marketing firms, and B2B tech services.

Transportation & Logistics

Trucking, last-mile delivery, warehousing, freight brokerage, and specialized transportation companies.

Security & Business Services

Security firms, staffing, janitorial, professional services, legal services, and B2B recurring models.

Real Estate & Financial

Real estate brokerages, property management, financial services, accounting firms, and insurance agencies.

Beauty, Fitness & Personal

Salons, med spas, boutique fitness, personal training studios, and beauty/wellness service businesses.

E-Commerce & Consumer

DTC brands, e-commerce platforms, print/signage, specialty retail, and consumer product businesses.

12 sectors above reflect industries from 2,500+ real owner engagements. Don't see yours? We've likely worked it.

Built for Buy-Side Teams

Aligned Profit works best for acquisition-focused firms that operate off-market — where mandate clarity and relationship depth matter more than speed to close.

PE Firms

Buy-side teams running systematic acquisition programs with defined target profiles and geographic focus.

Independent Sponsors

Searchers and sponsors looking to build proprietary deal flow independently of banker networks.

Corp Dev

Strategic acquisition teams at platform companies looking to expand through bolt-on acquisitions.

What Aligned Profit Is — and What It Isn't

We Are
  • An outsourced origination layer with a verifiable track record of deals to LOI
  • A market mapping and founder engagement infrastructure provider
  • An indefinite seller cultivation engine that keeps warm owners compounding
  • A pipeline reporting and qualification system with monthly deliverables
  • A performance-aligned partner — compensated only when your acquisitions actually close
We Are Not
  • A registered broker-dealer or licensed securities firm
  • A sell-side or buy-side advisor executing transactions on your behalf
  • A valuation, term negotiation, or legal advisory service
  • A lead generation or marketing agency selling contact lists
  • A deal guarantee or success-fee-only service

No Retainer. No Monthly Fee. Single Lehman at Close.

Aligned Profit takes on a limited number of buy-side mandates at a time. There are no upfront fees, no monthly retainers, and no setup costs. We're compensated on a single Lehman Scale success fee — paid only when an acquisition we sourced actually closes.

The Offer
Single Lehman Scale at Close
Nothing else. No retainer. No setup. No monthly.
Monthly retainer $0 — None
Setup / onboarding fee $0 — None
Success fee Single Lehman Scale (5-4-3-2-1) at close
Access Application only · Capped mandates
Deal size covered $500K – $20M+ EV
What You Get Every Month
  • 3–5 qualified, motivated seller conversations in your exact buy box, screened against financials, motivation, timing, and fit. Actual conversations — not names, not lists.
  • Pre-LOI Readiness Briefs on every qualified seller — financials snapshot, motivation score, deal-killer flags, recommended next steps. Walk into every call already knowing more than the seller's own broker.
  • Custom market map of your vertical, refreshed quarterly. The top 500 acquirable owners in your buy box, where they sit in the lifecycle, and which ones are warming up.
  • Weekly pipeline reports showing every conversation, every objection, every "not yet but in 6 months" — so warm sellers compound over time and nothing falls through the cracks.
  • Direct access to our 80M+ owner database, the GridFlow Method playbook, and the Aligned Profit cultivation engine — the same infrastructure that's produced $130M+ in deal value across 2,500+ owner conversations.
What You DON'T Have To Do
  • Build a list
  • Write cold emails
  • Get ghosted
  • Chase replies
  • Filter out unrealistic sellers
  • Track motivation
  • Manage outreach tech
  • Hire a BDR you can't afford
Why Application-Only

Because we carry the full origination cost until a deal closes, we can only run a limited number of active buy-side mandates at a time. Taking on a mandate that doesn't fit — wrong buy box, uncommitted capital, unrealistic thesis — means burning our own time and capital on a deal that will never close.

Every application is reviewed against three criteria: defined and realistic buy box, committed or callable capital, and ability to move on a qualified opportunity inside 60–90 days of introduction. If you meet those, we want to talk.

Important — Seller-Reported Financials: All revenue, EBITDA, margin, and financial figures included in Aligned Profit deliverables are self-reported by the business owner. Aligned Profit does not audit, verify, or independently confirm seller-reported financial data. It is the client's responsibility to diligence and verify all figures before acting on them. See our Terms of Service for full details.
Apply to Join the Buy-Side Network

Buy-Side Mandate Application

No retainer. No monthly fee. No upfront anything. If your application is accepted, Aligned Profit will build and run your origination pipeline at zero cost to you — and we only get paid a single Lehman Scale success fee when an acquisition closes.

By submitting this application, you understand that Aligned Profit is an outsourced deal origination firm — not a broker-dealer, not a registered investment advisor, and not a licensed M&A advisor. Aligned Profit does not negotiate, price, or execute transactions on your behalf. All seller-reported financial information is unverified and is your sole responsibility to diligence before acting. Applications are reviewed on a rolling basis; acceptance is at Aligned Profit's sole discretion. Submission of this application does not create an engagement, advisory relationship, or any duty owed by Aligned Profit. A formal engagement exists only upon execution of a written agreement signed by both parties.

Applications are reviewed within 48 hours. If accepted, Tyler will reach out directly to schedule a mandate alignment call.