Market mapping is an explicit responsibility that rarely gets the infrastructure it needs.

Most origination teams know what sectors and geographies they're targeting — but the actual list of companies is scattered across LinkedIn searches, old spreadsheets, and data platform exports that haven't been touched in months. We fix that.

Every engagement begins with a documented mandate brief defining target size, sector, geography, and owner profile. That brief drives every list we build. Targets are scored by fit signal and prioritized before any outreach begins — no volume without thesis alignment.

Focus is on fragmented, founder-led sectors where relationship-building and direct outreach are the primary sourcing channels — not banker-run processes.

Focus sectors include:

Healthcare services · Dental · Home & field services · Behavioral health · HVAC & mechanical · Residential services · Industrial services · Specialty business services · Physical therapy · Surgical / ASC · Commercial trades · Construction services

Start With Your Mandate

Target Universe Build

Thesis-fit company lists built from proprietary and third-party data sources — not recycled contact lists.

Screening & Scoring

Targets ranked by fit signal, owner profile, estimated size, and geographic alignment before outreach.

Geographic Coverage

Fragmented, founder-led markets across your target regions — including markets larger firms underserve.

Monthly Refresh

Lists updated with new companies, ownership signals, competitive intelligence, and mandate shifts.

City skyline
"The best deals are found before a process starts. Market mapping is how you get there first."
Aligned Profit · Market Mapping

Every Month, Without Exception

Deliverable 01

Mandate Brief

Documented target criteria covering EV range, sector, geography, owner type, and thesis rationale. Updated when your priorities shift.

Deliverable 02

Prioritized Target List

Scored, ranked company list with key data points: estimated revenue/EBITDA, owner profile, geography, fit signal, and notes on strategic alignment.

Deliverable 03

Monthly Refresh Report

Updated universe with new additions, ownership changes, competitive signals, and a brief summary of market movements in your target sectors.

The Full Origination Stack

Let's Define Your Mandate

Tell us your target profile — EBITDA range, geography, sector — and we'll outline what the first month looks like.

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