Off-market deal sourcing: first conversations with owners of the businesses you want to buy

How it works

1. 1

   Your acquisition thesis, in writing

   We agree the sectors, size bands, regions, ownership type and exclusions with you before any outreach starts. Companies you already own, are already talking to or want left alone go on the exclusion list. Those criteria decide what is billable.

2. 2

   Target sourcing and enrichment

   Owner-operated businesses are sourced against that thesis and enriched with the owner's name and contact details, plus any acquisition signals agreed with you where the data supports them. Every email address is checked before it enters a sequence.

3. 3

   Business acquisition outreach to owners by email and phone

   Owners are contacted by cold email from dedicated sending domains and by phone from callers in Canada, the United States, the United Kingdom and South Africa. You approve the wording, including how your firm and its interest are described, before launch.

4. 4

   Booking and conversation brief

   Owners who agree to talk are booked onto your calendar through the agreed workflow, with a brief covering the business, the owner and what they said. The owner's company name is kept out of the calendar title.

5. 5

   Handoff and review

   Every handoff carries the email thread and call notes, and the recording where a call was recorded. Wrong-fit, duplicate and invalid conversations are handled under the replacement terms in your campaign agreement.