The full stack for the buyer with a fund to deploy and a clock already running.
Ultimate is built for buyers who can't afford to wait their turn. Compressed timelines, larger universes, or verticals where PE consolidation is already in motion. The full channel stack pays for itself when every additional touch buys you positioning against institutional competition running parallel sourcing programs.
Common fits are funded searchers under capital-window pressure, PE platforms running parallel add-on programs, holding companies competing with institutional capital on relationship rather than bid, and family offices building multi-vertical acquisition cadences.
Email, LinkedIn, phone, handwritten mail across your full universe, and Meta ads layered on top. Owners see your name on the desk, in the inbox, and on Facebook on a Sunday morning.
Targeted Meta campaigns locked to your buy box. Owners see your firm on Facebook and Instagram alongside the direct outreach, the digital touch that compounds across channels long before they ever pick up the phone.
Creative is custom-built. Ad spend funded separately, $3–8K/mo depending on universe size.
Hand-addressed envelopes, real postage, USPS, extended past the priority 400 to the full universe. The segment that ignores email entirely, the partner-stage owners, the trades operators whose assistants bring them the mail. They all get the same physical touch.
The channel an owner can't filter, archive, or send to spam.
5+ warmed sender mailboxes with SPF/DKIM/DMARC clean. Personalized openers, not merge fields.
Sales Navigator surfacing with research-driven notes and follow-ups tailored to each owner.
No BDR scripts. Real conversations with someone who has talked to hundreds of sellers.
In any vertical where three PE shops are running parallel sourcing programs, the buyer who gets the call is the one who showed up most often across the most channels. Email gets ignored. LinkedIn gets filtered. One handwritten envelope wins the top-priority segment, then misses everyone else in the universe.
Ultimate fills the gap. Handwritten mail across your full universe, plus Meta ads layered on top. Owners see your name on the desk, in the inbox, and on Facebook on a Sunday morning. By the time you're on the phone, they've been exposed to your name four times across three channels.
That's presence a single PE platform running its own internal machine can't match efficiently. The independent buyer who can deploy this stack gets to look like a strategic acquirer with patience. To a founder weighing offers, that's the buyer they want to sell to.
Email + LinkedIn + phone + handwritten mail to top-priority owners. The complete direct-outreach base layer that Epic builds on. Same team, same methodology, same M&A operator on every seller call.
Instead of capping handwritten coverage at the top ~400 priority owners, Ultimate extends the physical layer to every owner in your defined buy box. The most resistant segment, older operators, retiring partners, off-the-grid trades businesses, gets the same physical touch as your top targets.
Paid awareness targeted at the owners in your universe. Owners start seeing your name on Facebook, Instagram, and the broader Meta network alongside the direct outreach. Awareness compounds, an owner who's seen you four times across three channels is far more likely to take the call than one cold-opened by email. Creative is custom-built; ad spend is funded separately (typically $3-8K/mo depending on universe size).
Email, LinkedIn, phone, handwritten mail, and paid social running in coordinated sequences. The cadence compresses too, tighter gaps between touches, faster escalation on engagement signals.
In heavily PE-rolled verticals, owners are being approached constantly. Being top-of-mind when one of them finally decides to talk, even six months from now, is what separates the buyer who gets the call from the buyer who finds out after the LOI is signed.
If your fund is in its final deployment year, your platform needs add-ons before quarter-end, or you're hunting in a vertical where three other PE shops are running the same playbook, Ultimate's full channel stack is what gets you to a deal faster.
98% reach across your full target universe, at least five touches each, or we refund the retainer. The guarantee scales with the universe size, so the same accountability applies whether you're sourcing 600 owners or 1,800.
Learn about the guarantee →*Pricing varies based on industry, geography, and scope. Ad spend is funded separately. Includes a consulting fee at close that credits dollar-for-dollar against the monthly retainer. See the economics.
Get your free market analysisA standard Ultimate engagement runs six months of active outreach. Month one builds the universe and warms the channels. The next five run the full five-channel stack in coordinated waves, with Meta ads layered on as the universe enters the cultivation cycle. First LOI-worthy conversations typically surface in months six to nine from kickoff. Engagements can extend.
Universe construction, contact validation, sender warmup, handwritten-mail coordination, Meta creative production, kickoff.
Email + LinkedIn waves. First handwritten mail wave (full universe). Meta ads go live with audience targeting locked to your universe.
Multi-channel follow-up across all five channels. Second handwritten wave. Meta ad creative refreshed based on engagement signal.
Continued cultivation. Meta ad optimization. Monthly coverage report. Decision point at month-end: renew, pause, or wrap with the cultivation list handed to you.
Ultimate is built for compressed timelines and heavy competition. If your timeline is flexible and your vertical isn't under active PE roll-up pressure, the full channel stack probably won't earn the extra retainer. Most engagements land at Epic for that reason.
The default engagement. Handwritten mail capped at the top ~400 priority owners, no Meta layer. Fits most lower-mid market mandates where timeline is flexible and the priority segment is the lift you actually need.
Learn about Epic →The lean foundation. Email + LinkedIn + phone only. Best when your buy box is tightly defined, your geography is contained, and your owners are reachable through digital channels alone.
Learn about Focused →Six months of active outreach. Month one builds the target universe and warms the sending channels. The next five run multichannel sequences across your buy box, with cultivation continuing on every owner who engages. Six months is what it takes to cover the universe properly. Engagements can extend.
Typically six to nine months from kickoff. First qualified conversations land in the 30-to-45-day range, but the path from first conversation to LOI runs another four to seven months on average. Most owners aren't ready the day we first reach them — they're six to eighteen months from the event that turns interest into action, and the cultivation discipline is what carries them across the line when they are.
That's your call. Keep the outreach running through LOI and diligence (recommended — the visible pipeline gives you leverage and a fallback if the deal doesn't close). Pause with 30 days' written notice; just know a pause exceeding 14 days during the Engagement Term voids the Coverage Guarantee. Pivot the buy box by mutual written agreement if your criteria have shifted. Full mechanics in the Search Agreement and the full FAQ.
The agreement continues month-to-month after the Engagement Term until either party gives 30 days' written notice, so the term doesn't end abruptly unless someone cancels. Most engagements keep going for at least another month or two, since the long-tail owners (six to eighteen months from action) often reply right around that window. When you do wrap, the full cultivation list is handed off to you as a self-managed CRM.
A monthly retainer (scoped to the channel mix and intensity) plus a consulting fee of 1% of deal value at close. The retainer credits dollar-for-dollar against the consulting fee, so the retainer effectively pre-pays the close fee rather than stacking on top.
We'll put together a Market Viability Analysis on your target industry and geography. Twenty minutes, yours to keep. If a different tier is the better fit, we'll say so.
Get your free market analysis