The Off-Market Growth Engine in Action
Deal Origination, Simplified and Scalable
Our services are designed around one outcome: helping advisors and brokers build consistent, predictable deal flow. The Off-Market Growth Engine combines proven outbound strategy, advanced data sourcing, and automation with human-to-human engagement — ensuring you’re always in front of the right opportunities at the right time.
Our Services
What We Offer for You
Appointment Setting & Deal Origination
Proprietary data and insights that surface exit-ready businesses and acquisition opportunities before the competition.
- 4–7+ exclusive conversations booked directly into your calendar
- Pre-screened so you only meet with relevant, qualified prospects
- Focused on owners, decision-makers, and executives aligned with your buy/sell criteria
- No “shared” or recycled leads — all opportunities are exclusive to your firm
Lead Intelligence & Research
Proprietary data and insights that surface exit-ready businesses and acquisition opportunities before the competition.
- 1,000+ hand-curated leads every month
- Verified decision-maker contacts (owners, CEOs, founders)
- Prioritized with real deal signals:
- Succession (owners nearing retirement)
- Expansion (companies acquiring contracts)
- Distress (financial decline, revenue drops)
- Roll-up (fragmented markets with consolidation opportunities)
- Exclusive to you — never recycled or shared with competitors
Multi-Channel Outreach
Our dedicated SDR team executes multi-touch campaigns across the channels that decision-makers respond to:
- Cold Email: Multi-domain infrastructure for 100% deliverability; 40–60% open rates
- Cold Calling: 70–100 targeted dials per day by trained SDRs
- LinkedIn Outreach: Connection requests + drip sequences to decision-makers
- MS Outbound: Direct mobile follow-ups to maximize reply rates Together, this creates the effect of 4 full-time sales reps in one system.
Performance Dashboard & Reporting
Transparency is built in. You’ll see:
- Leads researched
- Emails sent + open/reply rates
- Calls made + conversations booked
- Monthly strategy & performance review calls Real-time visibility into your pipeline performance.
Exclusivity & Strategic Partnership
Proprietary data and insights that surface exit-ready businesses and acquisition opportunities before the competition.
- Only one broker per region/vertical — once your area is locked, competitors are excluded
- Co-branded opportunities & reports to boost your credibility with prospects
- We operate as an extension of your team, not just a vendo