Proprietary search depends on getting three things right. The right list. Personalized outreach. An experienced operator on every seller relationship from first contact through close.
Your acquisition thesis becomes a target profile: industry, geography, revenue band, owner age, ownership structure, and whatever else materially shapes what you're willing to buy. We run that profile against several million business records using fifteen data points, including intent signals derived from public filings, lease records, hiring patterns, and ownership history.
The output is a few hundred owners per quarter — not five thousand. A list this size only works if it's tuned to one buyer at a time. We rebuild it for your model, geography, and check size on every engagement, and we tune it again as you learn what's converting and what isn't.
Lists deteriorate fast in this segment; an owner who looked dormant in March may be in a process by October, and vice versa. Our default assumption is that the list six months into a search won't look much like the one we started with.
The same fifteen data points that build the list go into the outreach. Each owner gets messaging that references the real business: what they do, who they sell to, the specific signal that put them on the list. Most cold outreach in this market is a templated paragraph with a merge field for the company name — owners have been deleting those for a decade. Ours doesn't read that way because it isn't written that way.
We run email, direct mail, phone, and selective social touches in coordinated sequences. The reason for the channel mix isn't novelty — it's that owners in this segment ignore any single channel routinely, and stacking channels is what gets you read. Response rates on multichannel sequences run several times what email alone produces in the same population.
When an owner replies, the conversation goes to someone with real M&A experience — someone who has been across the table from sellers before and can hold a substantive conversation about their business inside the first ten minutes. Owners read the difference between a vendor and a peer quickly, and the ones worth pursuing care about it more than they'll say out loud.
The first call isn't where the work ends. Most owners in this segment are six to eighteen months out from whatever event finally makes a transaction practical: a partner retirement, a lease decision, a child opting out of the business, a competitor entering the market. The job between first contact and the moment a deal becomes real is to remain useful and present without becoming noise.
By the time an owner is ready, you're not starting from scratch. You're picking up a relationship that already has months of trust in it, and the conversation moves directly to terms.
Conversation notes on motivation, timing, day-to-day operations.
Useful as a framing reference. Not a substitute for QofE in diligence.
How well the business matches your criteria, called honestly.
Pursue. Hold and develop. Or pass.
Conversion math for a typical 1,000-owner search engagement. It's narrow by design.
The kickoff call is the only required call. Every other milestone arrives as an email packet for your review and sign-off, usually inside a 24-to-48-hour reply window.
Most outbound operations need 4–6 weeks of sender warm-up before a real campaign can run. That stretches the gap between Search Agreement signature and live outreach to about two months. We avoid the delay by keeping a standing roster of pre-warmed sender inboxes in good standing with the major email providers. New campaigns deploy on infrastructure that's already trusted.
No sourcing firm can credibly promise a deal. What we put in writing is the work itself. Every owner in your verified target universe receives a full multi-touch sequence inside the agreed timeline.
If we miss the coverage commitment, the full monthly retainer paid during the engagement is refunded. As far as we know, no other firm in this segment puts that obligation in writing.
Read the full termsWe'll put together a Market Viability Analysis on your target industry and geography. Real data, a sample target list, the strategy we'd run, a realistic timeline. Twenty minutes, and it's yours to keep.
Get your free market analysis