Three intensities, one methodology

Built around your industry.
Built around your buy box.

Every engagement is custom-built for your specific industry, buy box, and deal-size range, run by the same team, with the same two-week onboarding and the same “No Stone Left Unturned” guarantee. The tier you pick decides how aggressively we go.

3
Engagement tiers
5
Max channels stacked
7
Months / engagement
98%
Coverage guarantee

Real conversations with off-market owners.

Every tier delivers the same outcome: a steady pipeline of qualified, off-market owners who fit your buy box, screened by an M&A operator before they hit your inbox. The tier you pick decides how many channels we fire in parallel, and how aggressively we compete for the owners big PE is also chasing.

Focused.

The Focused Search Engagement™

Right list, personalized outreach, and an M&A operator on every seller call, across email, LinkedIn, and phone. The base layer every tier builds on.

  • Email + LinkedIn outreach (5+ warmed mailboxes)
  • Phone screening by experienced M&A analyst
  • 5+ touches across 3 channels
  • Monthly pipeline coverage report
  • "No Stone Left Unturned" guarantee
Learn about Focused

Ultimate.

The Ultimate Search Engagement™

Everything in Epic Search, plus handwritten mail expanded to your full universe and Meta ad campaigns layered on top. Awareness compounds across channels. Built for compressed timelines.

Learn about Ultimate

The discipline behind every search.

Same operators. Same accountability. Same playbook. The tier you pick decides the channel mix, the standards never move.

Hartwell HVAC · Phoenix, AZ
$1.4M EBITDA · Founder-led · 22 emp.
Tier 1
Carmichael Mechanical · Tempe, AZ
$2.1M EBITDA · Partner stage · 31 emp.
Tier 1
Velasquez Heating & Air · Mesa, AZ
$880K EBITDA · 18-yr operator · 14 emp.
Tier 2
+ 1,247 more in your buy box
01 · Universe

A scoped target list you actually agree with.

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.

EBITDA range Years in biz Owner age Founder tenure Crew size Tech tenure Geo cluster License # Press mentions Yelp / Google Recent hires Service mix Fleet size Awards Public signal
02 · Outreach

Personalized from research, not merge fields.

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.

Sara Chen
Sara Chen
M&A Analyst
14:32
03 · Phone

A real M&A operator on every seller call.

Every responding owner gets a real conversation with someone who has talked to hundreds of sellers. No BDR scripts. No junior-analyst checklists.

M1
M2
M3
M4
M5
M6
M7
04 · Cultivation

We stay useful past the first “no.”

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.

98%
Reached
5.2
Avg touches
142
Replies
05 · Reporting

Full pipeline visibility, every month.

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.

Search Team Lead
Strategy · Seller calls
Origination Coordinator
Pipeline · Cadence
06 · Team

M&A operators who've sat across the table from hundreds of sellers.

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.

Incentives aligned to a deal you want to do.

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.

Not sure which tier? Start with the analysis.

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.

Get your free market analysis