Research and direct contact with business owners produced 111 off-market opportunities in 90 days.
The best deals never come to market.
An independent advisory firm for M&A advisors, investors, lenders, and business owners. We find the right opportunities and capital partners, make introductions, and help owners earn from the records they already hold.














Three practices. One way of working.
Each engagement starts with what you are trying to achieve, whether that is a deal, a funding need, or a new source of revenue.
Deal origination
Finding the right businesses and starting the right conversations, for M&A advisors and private equity.
Capital advisory
Connecting businesses with the lenders and investors that fit the opportunity.
Data advisory
Helping established businesses earn licensing revenue from records they already hold.
Careful research. Lasting relationships.
We research who to approach, establish contact on your behalf, and stay involved after the introduction. The research and relationship records remain with your firm.
Find the right opportunities
We look for businesses and investors that fit your priorities, then examine why the timing may be right. An owner preparing to retire, a loan coming due, or a fund preparing to sell can each create a reason to talk.
Start the right conversations
We make a considered approach on your behalf. Before introducing anyone, we establish what they want, whether there is a fit, and when they are looking to act. Your team receives that context ahead of the meeting.
Keep relationships moving
We track progress, record next steps, and stay in contact with people who are not ready to act yet. Your team has a clear view of each relationship and where things stand.
A clear brief. A consistent process.
You know who is responsible, what happens next, and how the work is progressing.
-
01Weeks 1–2
Agree on the priorities.
We agree on the industries, business size, ownership, and timing that matter to your firm. We then research the businesses and people that meet those requirements.
Your involvementInitial working sessionOur workResearch and agreed search criteria -
02Weeks 2–3
Agree on the approach.
We establish why a conversation would be worthwhile for each group we approach. Your team reviews how we describe your firm and its interests before we contact anyone.
Your involvementReview and approve the approachOur workApproved introduction materials -
03Week 3+
Make contact.
We contact the businesses and people identified in the research, explain your interest, and handle the responses. You receive a weekly account of who we have reached and what we have learned.
Your involvementReview weekly progressOur workWeekly progress report -
04Ongoing
Assess fit and introduce.
We establish what each interested party is looking for, their financial requirements, and their timing. If there is a fit, we arrange an introduction and prepare a written summary for your team.
Your involvementMeet the people introducedOur workBackground and meeting brief -
05Ongoing
Maintain the relationship.
We track next steps and maintain contact when more time is needed. Your team handles the transaction discussions and decisions. The research, contact details, and relationship history remain with your firm.
Your involvementLead transaction discussionsOur workUp-to-date opportunity and contact records
Results, on the record.
Examples from the work behind Origination Partners.
Our work for Trep Advisors identified 107 qualified targets over 180 days.
42 eCommerce brand owners looking to exit in 90 days
We identified 42 eCommerce brand owners considering a sale in 90 days. Each matched the type of business Relay Partners was looking for.
Geoff LangCo-Founder, Relay Partners31 screened sellers in 30 days
We identified 31 screened sellers in 30 days, each within the industries and earnings range A. Neumann & Associates was seeking.
Claus Erik MadsenManaging Director, A. Neumann & AssociatesThe people behind the work.

Aaron Shepherd

Ali Khan

Pablo Ferrer
Discuss your business with us.
Tell us your priorities, your market, and the decision in front of you. We will tell you plainly whether one of our practices can help.