"Market mapping, founder engagement, qualification, and readiness — delivered every month, predictably."Aligned Profit · Fractional M&A Support
Five integrated service components that turn a mandate into a qualified, readiness-prepared opportunity pipeline — delivered every month, predictably.
Every engagement begins with a documented mandate brief. We align on target criteria before any outreach begins—deal size, sector, geography, owner profile, and thesis parameters. This prevents the most common origination failure: sending volume without fit.
The mandate brief becomes the reference document for all mapping, screening, and outreach. It's updated when your thesis evolves.
"The competitive environment is pushing firms to identify targets years ahead of a formal process. Without a documented mandate, outreach is guesswork."
PE leaders and advisors who define their mandate in writing have a measurable advantage in pipeline quality and founder engagement rates. We make mandate documentation a systematic input, not an afterthought.
Thesis-fit company lists built from proprietary and third-party data sources.
Targets scored by fit signal, owner profile, and strategic alignment before outreach.
Fragmented, founder-led markets across your target regions and verticals.
Lists updated with new companies, ownership signals, and competitive intelligence.
Market mapping is an explicit responsibility in nearly every corp dev and BD role — yet it rarely gets the sustained attention it requires. We deliver a maintained, expanding target universe aligned to your mandate, refreshed monthly.
Focus is on fragmented, founder-led sectors where relationship-building and direct outreach are the primary sourcing channels — not auction 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
We run professional, mandate-aligned outreach to founders and owners on your behalf. Every message is thesis-specific — no spray-and-pray. The engagement cadence is maintained systematically, with follow-up tracked and responses routed back to your team.
We operate as a controlled extension of your firm: your message, your brand standards, professional execution. Responses that indicate interest are immediately escalated with context notes.
Brand protection: "Outreach can hurt our brand" is the most common objection we hear. Our response: mandate-fit lists, professional messaging, and documented qualification. No outreach goes out without thesis alignment.
BD and corp dev leaders are expected to maintain clean pipeline dashboards and deliver regular reporting to ICs and partners. That expectation requires real operating infrastructure — not a spreadsheet that's two weeks out of date.
Every engaged opportunity includes qualification notes: fit, timing, motivation, and suggested next steps. Monthly pipeline reports give your team full visibility without you maintaining it.
Poor-quality financials and missing documentation are a leading cause of deal failure, diligence delays, and re-trade risk. Founder-led businesses in the LMM rarely have the institutional documentation that sophisticated buyers expect.
For opportunities where a founder has expressed serious interest, we deliver a readiness package before your execution team invests meaningful time — reducing friction at every subsequent stage.
Standardized document checklist tailored to deal stage and sector.
Baseline data room structure and document categorization support.
Flag obvious add-backs and normalization items early in the process.
Executive memo summarizing opportunity fit, financial overview, and next steps.
Owner responds positively to outreach. Engagement notes recorded.
Financial request list sent. Document organization begun. Normalization items flagged.
Your execution team receives a prepared handoff — not a blank start.
Formal process begins with both sides prepared.
Deal moves forward with reduced fallout risk and compressed diligence timeline.
| Pain Point | What It Looks Like | Aligned Profit Solution |
|---|---|---|
| Inconsistent pipeline | Feast/famine quarters; referral dependency | Mandate-driven market mapping + ongoing engagement cadence |
| Bandwidth-constrained origination | One person doing mapping, outreach, follow-up, and reporting | Fractional origination layer: list build + screening + follow-up + reporting |
| CRM / tracking debt | Leads exist but aren't staged or moved | Pipeline system with stages, tagging, response tracking, and monthly report |
| Overpaying for intermediated deal flow | Crowded banker processes; auction dynamics | Pre-market founder conversations with thesis-fit targets |
| Data without execution | Paying for platforms without converting targets to conversations | Data → outreach → qualified conversation → readiness packet |
| Messy financials killing momentum | Missing records; late diligence surprises; re-trade risk | Transaction prep: financial request list, doc organization, normalization notes |
| LOI fallout / deal drift | Momentum dies between interest and LOI | Readiness checklist + data room starter + milestone map |
Tell us your target profile — EBITDA, geography, industry — and we'll outline what the first month would look like.
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