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Buy-Side Origination

Proprietary Deal Flow for Acquisition-Focused Firms

A dedicated, mandate-driven origination engine that surfaces proprietary deal flow before businesses ever reach a formal sale process — built for PE firms, independent sponsors, and searchers.

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$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
  • 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

Dedicated to Your Firm

Our team operates as an extension of your firm — running outreach, engaging owners, and building pipeline so your team can focus on closing transactions.

  • 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
Professional team
"Pipeline that compounds in value over time — not a one-time delivery of names."
Aligned Profit · Salt Lake City, UT

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.

Day 1–3
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'll leave with your campaign brief locked and your target universe defined.
Day 4–21
2
Campaign Setup & Soft Launch
While you're integrated into your workflow, we're simultaneously building your campaign infrastructure — setting up email sequences, dialing strategy, call scripting, and buyer qualifications. First conversations with owners begin at the end of week 2.
Day 22–30
3
Full Ramp & Baseline Report
Origination campaigns move to full pace across all target sectors. By day 30, you'll have your first formal pipeline report — showing engagement activity, qualified leads, and long-term cultivation prospects. Then we shift into ongoing monthly cadence.
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

Physician-owned practices, dental groups, outpatient clinics, functional medicine, and specialty medical services.

Trades & Home Services

HVAC, plumbing, electrical, roofing, landscaping, and specialty contracting businesses with recurring revenue.

Business Services

IT managed services, staffing, logistics, janitorial, professional services, and B2B recurring models.

Consumer & E-Commerce

DTC brands, e-commerce platforms, franchise operations, and consumer product businesses with margin strength.

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
  • A transaction readiness and pre-LOI preparation service
  • A pipeline reporting and qualification system with monthly deliverables
  • A retainer-plus-performance engagement model aligned to your outcomes
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

Engagement Structure & Costs

Engagement structure is determined based on mandate scope, sector focus, and sourcing coverage. Most clients engage Aligned Profit as a monthly origination partner.

Fee Structure
Monthly retainer $3,500/mo
Success component Lehman structure
What's Included
  • Market mapping & targeting
  • Founder outreach campaigns
  • Monthly pipeline reporting
  • Full campaign transparency

Define Your Mandate. We'll Build the Pipeline.

Tell us your target profile, acquisition thesis, and geography — and we'll show you what a first month of origination coverage looks like.

Schedule a Qualifying Call View Case Studies