Off-Market Deals Sourced And Qualified
Deal Pipeline Generated
Markets Served
ABSA, a boutique M&A advisory firm based in Arizona, was focused on growing its sell-side mandate pipeline across the lower middle market. With a lean team and limited outbound capacity, deal flow was inconsistent and largely dependent on referrals and existing relationships. The firm needed a more systematic and scalable way to identify business owners open to a sale across a wide range of industries — without diverting internal bandwidth away from active client mandates.
The Arizona market, while active, is fragmented. Reaching qualified, privately held business owners across 25+ target sectors required precision targeting, multi-channel outreach, and a structured qualification process that the internal team did not have the capacity to execute alone.
We designed and launched a targeted outbound origination system built specifically around ABSA's sell-side mandate criteria. The campaign combined precise company-level targeting, multi-channel outreach, and structured qualification workflows to surface owner-led businesses with genuine exit intent across a wide and fragmented geographic and sector universe.
Every lead was pre-qualified before being introduced to the ABSA team, ensuring that internal time was spent only on conversations with motivated sellers who met the firm's financial, operational, and strategic criteria.
Outreach was executed across email, LinkedIn, and additional direct channels to maximise coverage across Arizona's lower middle market. Target companies were filtered by ownership structure, revenue profile, and sector relevance before any contact was initiated. Messaging was continuously refined based on live engagement data and response patterns to improve conversion at each stage of the funnel.
All inbound interest was managed through a structured qualification process. Only seller conversations that met ABSA's mandate criteria — confirmed owner intent, aligned deal size, and relevant industry — were advanced and introduced to the team. This ensured that every conversation delivered to ABSA represented a genuine, actionable sell-side opportunity.
The engagement demonstrated that a well-structured origination system does more than generate volume. By qualifying conversations carefully and allowing sellers to open up about their full ownership picture, ABSA was able to unlock value that a traditional inbound or referral-based approach would have missed entirely.
Schedule a confidential strategy session to discuss your acquisition objectives.
Focus Investment Banking relied heavily on referrals and long-standing relationships to generate new sell-side mandates in the manufacturing sector. While effective historically, this approach lacked scalability and made deal flow less predictable. The team needed a more systematic way to identify qualified business owners open to selling without adding sourcing burden to internal bandwidth.
We implemented a targeted outbound origination system built specifically around Focus Investment Banking's manufacturing mandate. The campaign combined precise company targeting, multi-channel outreach, strict qualification criteria, and structured CRM visibility to surface owner-led businesses aligned with their sell-side profile.
Outreach focused on manufacturing, precision machining, welding, and related industrial service companies across the U.S. with $10M–$100M in revenue and 30–100+ employees. Public companies, subsidiaries, and PE-owned firms were excluded to keep the pipeline focused on true owner-led opportunities.
Messaging was reviewed, refined, and optimized based on live performance data, and every lead was screened before handoff so the team only engaged with qualified sellers.
Schedule a confidential strategy session to discuss your acquisition objectives.
Equisy had built a strong platform and established network, but growth was constrained by limited outbound capacity. The team needed a scalable system to consistently source startups raising capital, attract qualified investors seeking minority equity positions, and expand platform activity without overloading internal resources.
We deployed a targeted outbound origination system designed to support both sides of the marketplace. The campaign focused on sourcing Seed and Series A startups while simultaneously identifying investors interested in acquiring minority stakes, creating a more balanced and scalable pipeline.
The system consistently sourced startups raising between $500K and $10M while identifying active investors aligned with Equisy's platform focus. Every lead was pre-qualified before introduction, and all outreach, follow-up, and scheduling was handled end-to-end.
Messaging and targeting were continuously refined based on engagement data and conversion signals.
Schedule a confidential strategy session to discuss your acquisition objectives.
Lenmed, a leading hospital operator with 17+ locations across Africa, was expanding into the UAE and broader Middle East but lacked local visibility and proprietary deal flow. Entering a new market without an established network made it difficult to identify credible healthcare targets, assess strategic fit, and avoid time lost on unqualified owner conversations.
We built a geo-targeted origination system designed specifically for the UAE healthcare market. The campaign combined targeted market mapping with multi-channel outreach across hospitals, clinics, and medical centers, while screening opportunities based on size, location, EBITDA profile, and operational fit.
Outreach was executed across email, LinkedIn, SMS, and additional channels to maximize market coverage and response rates. Each opportunity was manually filtered to identify serious, exit-ready business owners and ensure alignment with Lenmed's acquisition criteria before handoff.
This allowed the team to focus only on high-value conversations with qualified off-market targets.
Schedule a confidential strategy session to discuss your acquisition objectives.
Moonrise, a UAE-based search fund, engaged us while a live acquisition was already under LOI. With a high-stakes transaction in motion, they needed to keep their pipeline active in case the deal did not close, avoid downtime between acquisition attempts, and maintain a steady flow of off-market opportunities without pulling internal attention away from active deal execution.
We built a custom multi-channel origination system aligned with Moonrise's investment thesis and target market. The campaign focused on healthcare, education, and manufacturing businesses across the UAE, using direct outreach and structured qualification to identify owner-led businesses that matched their acquisition criteria.
Outreach was executed across email, WhatsApp, and LinkedIn to maximize reach and response rates. Companies were screened based on profitability, growth profile, and operational fundamentals.
All inbound opportunities were filtered through a custom qualification questionnaire, and every lead was pre-vetted before a call was scheduled. This allowed Moonrise to focus only on serious sellers aligned with their thesis rather than spending time on misaligned or low-intent conversations.
Schedule a confidential strategy session to discuss your acquisition objectives.
Acres, a U.S.-based M&A advisory firm, was managing multiple live mandates with a lean internal team. Between advising clients, closing transactions, and sourcing new opportunities, internal bandwidth was stretched.
Deal flow had become inconsistent, making it difficult to build a reliable pipeline of motivated sell-side opportunities without distracting the team from active deal execution.
We partnered closely with the Acres team to define their ideal target profile, refine their positioning, and build messaging that resonated with business owners considering an exit. We then implemented a multi-channel outbound origination system tailored to their geography, deal criteria, and sector focus.
Outreach targeted off-market business owners across the North-East U.S. in multiple sectors, with all campaigns reviewed and approved prior to launch. We managed lead tracking, weekly reporting, and direct scheduling of qualified seller calls into their calendar.
Every opportunity was vetted to confirm motivation, deal fit, and alignment with Acres' mandate criteria before introduction.
Schedule a confidential strategy session to discuss your acquisition objectives.
Northeast Business Services had identified a small number of promising acquisition opportunities, but the team became heavily concentrated on one high-priority deal. When that transaction fell through, they were left without a backup pipeline and had to restart sourcing from scratch.
They needed a more reliable origination process that could continuously surface qualified off-market targets without diverting attention from active deal execution.
We designed and launched a tailored multi-channel outbound origination system built around Northeast Business Services' exact acquisition criteria. Because the market was highly niche, with fewer than 4,000 relevant target companies, the campaign was structured to maximize precision, relevance, and efficient coverage of the addressable universe.
Outreach focused on East Coast businesses in the door, window, and cabinetry manufacturing space with EBITDA between $700K and $2M and a demonstrated history of consistent cash flow over three years.
Each opportunity was screened for financial fit, industry relevance, and seller alignment before handoff. This allowed Northeast Business Services to engage only with credible, proprietary targets rather than spending internal time on broad market prospecting.
Schedule a confidential strategy session to discuss your acquisition objectives.
A Hedgestone advisor was in the early stages of building his sell-side pipeline and, like many brokerages, relied on scattered outbound efforts and inbound inquiries. The result was inconsistent deal flow, too many low-quality conversations, and limited internal capacity to source, qualify, and nurture seller opportunities at scale while still managing live mandates.
We implemented a fully managed seller origination system tailored specifically for sell-side mandates. The system combined targeted outbound outreach, pre-qualification, lead nurturing, and calendar booking to create a structured and repeatable flow of motivated seller opportunities.
Outreach was executed across email, LinkedIn, and SMS to reach owner-led businesses throughout the North East, with a preference for healthcare assets. Target companies were filtered based on deal size, ownership structure, and seller relevance.
Every opportunity went through a phone pre-qualification call with our team to explain the listing process, confirm intent, and set expectations before introduction. We also managed pipeline visibility inside a centralized CRM and built structured follow-up sequences based on timing and seller motivation.
Everything you need to know about working with us and our proven system.
Everything you need to know about working with us and
our proven system.
No, and that’s intentional.
The DealFlow Engine’s job is to find, qualify, and select motivated sellers who are open to exiting their business. Once a real opportunity is identified, calls are booked and handed to you.
Think of it like this: we bring you opportunities - you close the deal.
That depends on three things:
- Your target market.
- Your criteria.
- How selective you want to be.
Across past clients, we typically see 10–50 qualified opportunities per month.
More volume if you loosen filters. Higher quality if you tighten them.
Directly from owners.
We use a multi-channel outreach system to reach business owners off-market, without brokers or intermediaries.
No listings.
No recycled deals.
We don’t pass along “maybes.”
Every opportunity goes through a simple filter:
- Owner shows intent.
- Business fits your criteria.
- Screening before a call is booked.
Decision-makers only.
That means:
- Business owners.
- Founders.
- CEOs
Data is pulled from multiple sources and cleaned specifically for your industry and geography.
No junior contacts. No gatekeepers.
That’s normal. The system is built to adapt.
Depending on the model (DFY or DWY), changes are:
- Made directly by you, or
- Adjusted during strategy sessions with our team.
Setup typically takes 7–14 days, where we define criteria and build the system.
After that, opportunities start coming in without daily involvement with the system running at full capacity after just 21 days.
Your time stays focused on conversations and decisions - not sourcing.
No.
We handle all technical setup.
You provide direction and feedback. We handle execution.
That’s common.
But here’s the reality: outsourcing is not a weakness.
The goal is to increase focus on what matters (closing deals) and avoid LP capital is wasted.
Increased focus and more opportunities enable you to close more deals faster.
That’s the most common mistake.
Deals fall apart all the time. Waiting leaves you with no backup options.
The smartest move is building pipeline while you’re closing your first deal, not after.
That’s exactly when this makes the most sense.
Most pipelines dry up right before closing because all attention shifts to one deal. The DealFlow Engine runs in parallel, so momentum doesn’t stop.
Over 70% of LOIs fall apart. Backups matter.
Then you don’t have time to close more deals.
One week of setup saves months of wasted effort.
We keep onboarding tight and focused so results start coming in fast.
It never does.
Waiting only guarantees one thing:
Your pipeline stays thin. The best time to build a pipeline of deals is before you need it.
That’s exactly what the strategy session is for.
Book the strategy session now.
We’ll look at your situation and tell you honestly what makes sense - or if something else is a better fit.
Schedule a confidential strategy session to discuss your acquisition objectives.
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