The bigger the business, the more channels and resources it takes to reach the owner — so we scope the engagement to the size of the deal you want to do. Same team, same operators, same standard of work. You buy an outcome: vetted, off-market opportunities that fit your buy box, with diligence already underway.
Every engagement delivers the same thing: vetted, off-market owners who fit your buy box, screened by an M&A operator with diligence already started before they reach you. What changes by deal size is how many channels and resources it takes to reach the owner — a $500K Main Street owner and a $20M mid-market owner don't sell the same way, and the engagement is built for the difference.
For acquisitions under $1M in enterprise value. Personalized cold email built from real research, scoped to a compact, well-defined buy box. The right entry point when the deal economics are tight and the owner is reachable by email.
For deals from $1M to $5M — the range where SBA financing maxes out and most of our buyers operate. Adds LinkedIn and handwritten direct mail to reach founder-operators who ignore email, plus a Due-Diligence Prep Packet you can hand straight to your lender.
For deals from $5M to $50M, where owners are harder to reach and the competition is institutional. Every channel runs in parallel — email, LinkedIn, handwritten mail, phone, and Meta — with national scope and the widest buy box we run.
Same operators. Same accountability. Same playbook. The tier you pick decides the channel mix — the standards never move.
500–1,500 owners, built and approved with you at kickoff. Tiered by mandate fit so the cadence stacks on the names that matter most.
Fifteen data points on every owner — surfaced from public records, trade press, hiring activity, and reviews. Every message references something true about their business specifically.
Every responding owner gets a real conversation with someone who has talked to hundreds of sellers. No BDR scripts. No junior-analyst checklists.
Most owners aren't ready the first time we call. We stay in the relationship through the months between first touch and their trigger event — so you're already a warm name when it happens.
Exactly which owners were reached, how they responded, and where each one sits in the cultivation cycle. The same dashboard we use internally to run the search.
Your Search Team Lead runs strategy and the seller calls. Your Origination Coordinator runs the engine. Both have closed real deals — not BDRs working a playbook, not junior analysts learning on your engagement.
A serious buyer isn't lying awake wondering whether they can afford the retainer. They're wondering whether the next twelve months will produce a deal worth doing, or just more conversations that go nowhere. The engagement is built to answer that — to protect the four things a funded buyer actually guards.
You evaluate vetted opportunities instead of building lists, writing sequences, and chasing replies in the cracks of your day. The sourcing runs without you.
Every owner is screened by an M&A operator with diligence already started, so the deals that reach you are worth the diligence dollars — fewer surprises at the eleventh hour.
One client per segment, no shared pipeline, and owners approached privately on your behalf. The search is yours, and it reflects you.
Off-market, uncontested conversations on your timeline — not a banker's auction where price is the only variable and you're one of five bidders.
Each engagement runs on a monthly retainer sized to the channel mix and the deal-size range you're searching. There's also a consulting fee at close, a flat amount based on enterprise value and capped, payable on any deal originated through the engagement.
The monthly retainer credits dollar-for-dollar against the consulting fee at close — the retainer effectively pre-pays the close fee instead of stacking on top of it. The bulk of our compensation depends on producing a deal you actually want to do, not on running a high volume of conversations.
We walk through the full pricing structure on the strategy call, scoped to your specific market and acquisition criteria.
The right tier depends on your buy box, your timeline, and the competition. We'll size your market, recommend the intensity that fits, and walk through the full pricing on a 20-minute call. Complimentary either way.
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