Proprietary origination for M&A advisory

Off-market sell-side mandates, before the owner runs a process.

We do not run ads or buy lists. We find owners who are approaching a sale, reach them directly before they engage a banker, and hand your firm a briefed conversation. Every owner is exclusive to you, and the mandate is yours to win.

Book a working session → How it works

No lead networks · no resold lists · no shared pipeline.

Off-market ownerIllustrativeExclusive · yours
Company
SectorIndustrial services
Revenue$22M / yr · verified
EBITDA$4.1M · ~19%
OwnerFounder, 63
SignalSuccession · no plan
Screened on your mandateOne firm per lane
The problem

Why the right mandates are hard to win.

The best sell-side mandates are won quietly, before the owner runs a process. Once a deal is on the market, you are one of many firms pitching for it. We reach the owner first.

I · Crowded

Every bank is already pitching them

The moment an owner starts thinking about a sale, the calls start. By the time you get there, they have heard the same pitch from ten other firms, and you are competing on fee.

II · Hidden

The best owners are not looking yet

Referrals and conferences only reach owners you already know. The ones worth winning have not told anyone they might sell, so no list has them and no ad reaches them.

III · On the market

Once it is listed, it is an auction

After an owner hires a banker and runs a process, it turns into a bidding war and you compete on price. We reach them before that, while they will still talk to one firm.

What we cover

Built around the deals you advise on.

You set the mandate: sectors, revenue and EBITDA range, geography, deal size, and the situations you take. We originate owners that fit, and screen every one before your firm sees it.

Industrials & manufacturing
Precision, tooling, components
Business services
Facilities, staffing, BPO
Healthcare services
Multi-site, physician groups
Distribution & logistics
Value-add, last-mile
Technology & software
Vertical SaaS, IT services
Consumer & retail
Brands, multi-unit
Construction & trades
Mechanical, electrical, specialty
Food & beverage
Manufacturing, specialty
Financial & insurance
Agencies, advisory books
Aerospace & defense
Suppliers, MRO
Energy & environmental
Services, renewables
Professional services
Engineering, consulting
The mechanism

It finds the owners, reaches them first, and runs every mandate.

The Origination Desk is one system, built inside your firm and licensed to one M&A firm per lane. When the engagement ends, you own it.

01 · Signal

It finds the owner before they run a process

We read the signals a list cannot: succession with no plan, an owner nearing retirement, a private equity owner near the end of its hold, or a buyer who has already approached them. Every owner is checked against your mandate first.

02 · Reach

It reaches the owner before the banker

We approach the owner directly, in your name, before the mandate is contested. We qualify on readiness, size, and timing, then book a briefed conversation to your firm.

03 · Pipeline

It runs every relationship after the first call

We track every owner after the first call. Owners who are not ready to sell yet stay in your pipeline until they are, in one live Desk your firm owns.

The record

Exactly what you get, for every owner.

Every owner we deliver arrives as a complete, screened record. No mystery data, and nothing you have to chase down.

We originate every owner ourselves, off-market and in your name. Nothing is bought from a network or resold with a markup. You set the mandate, and every record is screened against it before it reaches your firm.

  • Originated by us, off-market. Every record comes from origination we run, not a shared deal network.
  • Qualified on the fundamentals. Sector, revenue, EBITDA, owner intent, and timing, checked before delivery.
  • Yours alone. Delivered to a single firm, tagged with a private reference, and shown to no other advisor.
Owner record · sampleIllustrative
Off-market origination · sole delivery
CompanyFounder-owned
SectorPrecision componentsIndustrials
GeographyGreenville, SCSoutheast
Revenue$31M / yrVerified
EBITDA$5.4M~17%
Owner intentExit in 12–18 moSuccession
SignalNo successorFounder, 61
Fit to your mandateScreened88%
Ref · OP-3F92DOne firm only
How it works

Three steps, and how long it takes.

What we run, what your firm does, and how long it actually takes. We would rather set the expectation than sell you speed we cannot deliver.

Step 01

Define your mandate

One working session: sectors, revenue and EBITDA range, geography, deal size, and the situations you take and the ones you pass on.

Step 02

We map and reach

We map the off-market owners that fit and reach them directly, in your name. This is where the weeks go, and it is the part no list can shortcut.

Step 03

Qualified owners land on your calendar

Screened on your mandate, briefed, and booked. When they are real, not in seconds, and exclusive to your firm.

What you get

What comes with the engagement.

It all comes standard. We do not buy leads, we do not tier features, and we take no share of the fee on the deals you close.

Exclusive, matched owners
Every owner matches your mandate, delivered to one firm per lane, and never shown to another advisor.
The full owner record
Company, sector, verified revenue and EBITDA, owner intent, timing, the signal we read, and a unique origination ID.
Screened before your firm
Sector, size, owner intent, and timing, checked against your mandate before anything reaches you.
Your live Origination Desk
Every owner and open relationship in one pipeline your team works from, synced to your stack, and owns.
Booked, briefed conversations
A full owner brief before every call, booked straight onto your team’s calendar.
A dedicated senior operator
One operator owns your desk. No account layer, no hand-offs, no one to explain your mandate to twice.
Weekly reporting
Every approach, reply, and booked conversation, on the record, so you always know what is in flight.
Your side of the table
We originate and introduce. You advise and you close. No co-advisory role, and no share of the success fee.
The asset stays yours
The map, the method, and the Desk remain with your firm when the engagement ends.
The guarantee

Every owner fits, or we make it right.

We screen every owner on your mandate before it reaches you. If one still misses, we replace it or credit it, and there is no long-term contract keeping you here either way.

The fit guarantee
If an owner we deliver lands outside the mandate we agreed, wrong sector, below your size floor, wrong geography, or a situation you do not take, we replace it or credit it. No claim forms, no argument.
No long-term contract
Start with a short proving engagement, then continue month to month. No lock-in and no minimum term. You stay because the mandates are worth it, not because a contract says so.
Fit check

Who this is a fit for, and who it isn’t.

We take one M&A firm per lane and will not take your competitor. No owner we originate for you is ever shown to another advisor.

Best fit
  • +An established M&A advisory firm or boutique bank with capacity to run mandates
  • +You win the mandates you pitch for, you just need more of the right owners in front of you
  • +You can work a steady flow of qualified owner conversations as they arrive
  • +You want proprietary origination you own, not a bought contact list
Not a fit
  • ×You need signed mandates in the next 48 hours
  • ×You cannot pursue owners as they land
  • ×You want a cheap contact list to churn, not proprietary origination
  • ×The economics do not support a senior, exclusive engagement
Straight answers

Questions, answered.

01Do you run ads?+
No. We originate owners directly, off-market, in your name. Nothing is bought, scraped, or resold. There is no ad account and no aggregator between you and the owner.
02How fast is the first owner?+
Weeks, not hours. A bought list is instant because it was already for sale to everyone. A proprietary owner takes time because we reach them before the market does. We build the map and the positioning first, then reach. If speed is the only thing that matters, we are the wrong call.
03Is there a guarantee or a contract?+
Every owner is screened on your mandate before it reaches you. If one still lands outside the mandate we agreed, we replace it or credit it. There is no long-term contract: you start with a short proving engagement and continue month to month. What we do not do is sell a cheap list you churn and refund by the dozen; these are proprietary owners, reached in your name.
04Are you a broker-dealer?+
No. Not a broker-dealer, not a placement agent, and not a co-advisor on your mandates. We originate and introduce owners who fit your mandate, and stay strictly on your side of the table. You advise and you close. We take no share of your success fee, and defer to your counsel on engagement terms and disclosures.
05How is exclusivity guaranteed?+
One firm per lane. We will not take your competitor, and no owner we originate for you is ever shown to another advisor. Your mandate, your sectors, and your mapped universe are yours alone.
06What can you originate for us?+
Sell-side mandates across your sectors: founder-owned exits, succession and retirement sales, carve-outs and divestitures, recapitalizations, management buyouts, and sponsor add-on targets, matched to your exact mandate. You set the sectors, revenue and EBITDA range, geography, and deal size. We originate to it.
07What does it cost?+
Scoped to your mandate and lane, and shared on the working session. We anchor against what you already spend on BD hires and sourced lists, and against the value of a single mandate won. There is no per-lead price, because we are not selling leads.
Book a working session

One firm per lane. See if yours is open.

We take one M&A firm per lane. Grab a time and we will walk your mandate, your sectors, and whether we can originate for you. If your lane is taken or we are not the right fit, we will tell you before you commit.