Unlocking Off-Market Deal Flow Before Anyone Else
SynergiFlow helps M&A advisors and business brokers originate exclusive opportunities and accelerate transactions with our proprietary Off-Market Growth Engine.
Value Proposition:
Traditional deal sourcing is saturated, competitive, and reactive. By the time opportunities reach the open market, they’re already over-shopped. SynergiFlow changes that. Our proprietary system uncovers hidden sellers and buyers—giving you first-mover advantage and the ability to present mandates with confidence.
Core Advantages:
Proprietary sourcing system that identifies off-market opportunities early
Consistent buyer and seller origination to strengthen both sides of your pipeline
Direct access to decision-makers and principals
Pipeline visibility with real-time CRM integration and performance tracking
Why SynergiFlow?
We don’t just generate leads. We originate opportunities that close.
Our Services
What We Offer for You
Appointment Setting & Deal Origination
We book meetings only with serious, vetted parties—saving you time and ensuring conversations count.
Exclusivity & Strategic Partnership
Precision outreach to business owners, investors, and acquirers aligned with your mandates.
Multi-Channel Outreach
Multi-touch, relationship-focused campaigns that position you as the trusted advisor.
Lead Intelligence & Research
Proprietary data and insights that surface exit-ready businesses and acquisition opportunities before the competition.
Performance Dashboard & Reporting
Organized pipelines, complete visibility, and optimized workflows that turn contacts into closings.
Serving the Lower, Lower Middle & Middle Market Deal Community
Industries – Who We Serve
SynergiFlow was designed with the transactional marketplace in mind. Our methods are fine-tuned for the unique challenges of M&A advisory and business brokerage — but adaptable enough to serve a broader B2B audience where high-value, relationship-driven deals are the norm.
Uncover exit-ready businesses and attract qualified buyers to increase transaction velocity.
Build pipelines in industries with long sales cycles and complex buyer journeys.
Our system consistently delivers more predictable origination than an in-house sales team — at a fraction of the cost.
Best Value
Our Packages
Every broker or firm has different growth needs. That’s why we offer three scalable packages so you can start lean or go all-in.
Starter
(4–7 Conversations/Month)
- Perfect for solo advisors & boutique firms who want predictable deal flow without adding headcount. 1,000 curated leads monthly
- Off-Market Growth Engine (Email + SDR Calls)
- 4–7 exclusive conversations/month
- Dashboard & reporting
- Exclusivity guarantee (1 advisor per region)
Growth (Most Popular)
(6–10 Conversations/Month)
For firms ready to scale pipeline & cover more verticals with a stronger multi-channel push.
Everything in Starter, plus:
- LinkedIn Outreach campaigns
- SMS Outbound follow-ups
- Lead nurturing workflows (multi-channel drips)
- Monthly strategy review call
- 6–10 exclusive conversations/month
Enterprise
(10–20 Conversations/Month)
For large M&A firms & brokerages who want a full outsourced origination team.
Everything in Growth, plus:
- Expanded lead research (2,000+ leads monthly)
- Dedicated multi-channel SDR team
- Custom scripts & sector-specific targeting
- Priority exclusivity (lock competitors out of your market)
- 10–20 exclusive conversations/month
Daniel Ruiz
Managing Partner at Haven Capital
Satisfied Customers
We had been relying on listing sites for years until we realized how little traction we were really getting. SynergiFlow’s off-market origination model was a total game changer. Within weeks, we had warm conversations with qualified buyers who actually understood our value. Their process is polished, confidential, and incredibly effective.
Sarah Whitman, M&A Advisor
The Off-Market Growth Engine is exactly what my firm needed. I used to spend hours chasing leads that went nowhere. Now I get curated opportunities, clear data, and a system that practically runs itself. SynergiFlow lets me focus on what I do best—advising and closing deals.
Mark Jefferson, Business Broker
As a broker working in high-value B2B spaces, most lead gen solutions felt too generic. But SynergiFlow took the time to understand our firm’s niche and designed a process that felt tailored and exclusive. We’re now originating better deals, with better clients, more often.
Caroline Liu, CEO of Stratacore Advisors
What impressed me most wasn’t just the quality of leads—it was the transparency and professionalism at every step. Their team operates with a white-glove approach, but the backend is powered like a machine. Highly recommend for any advisor or broker who takes growth seriously.
SynergiFlow opened doors we didn’t even know existed.
Daniel Ruiz, Managing Partner at Haven Capital