Buy-Side M&A Advisory Off-Market Origination · By Introduction · Confidential · LOGIN
Current · updated

The pipeline, in the open.

Most firms in this space ask you to take their volume on faith. We don't. Our engine screens tens of thousands of owners a year and narrows them to the few that actually fit a client's thesis, and this is an anonymized view of that funnel. No client or target names; just the shape of the flow.

38,000+
Owners screened this quarter
across our sector universe
6
Active mandates under exclusive search
76
Live owner conversations that cleared the bar
12
Introductions to clients this quarter

The point isn't the size of the top of the funnel; it's the discipline of the bottom. We touch thousands; we bring a client only the handful worth their time.

The Board

Every mandate, staged and moving.

A snapshot across all active searches. Each card is a real conversation: sector and geography only, nothing that could identify an owner or a client.

Sourced332
HVAC services
Southeast · $4–8M
Specialty contractor
Midwest · $10M+
Facility services
Texas · $3–6M
Contacted197
Electrical contractor
Northeast · $6–12M
Light manufacturing
Great Lakes · $8M+
Plumbing roll-up target
Southeast · $5M
In Conversation84
Fire & safety services
Mid-Atlantic · $7M
Value-added distribution
Southwest · $12M
Commercial landscaping
Southeast · $9M
Qualified28
HVAC platform
Florida · $14M
Precision machining
Midwest · $11M
Introduced14
Mechanical contractor
Northeast · $18M
Home services group
Carolinas · $9M
LOI / Diligence3
Specialty distribution
Texas · $16M

Anonymized and refreshed periodically: sector, geography, and size range only, never anything that could identify an owner or a client.

Recent Activity

The last two weeks.

Aug 17
Cleared screen: fire & safety services, Midwest
Qualified
Aug 12
Owner meeting held: commercial landscaping, Southeast
In Conversation
Aug 11
New mandate opened: specialty distribution, Texas
Sourced
Aug 10
First contact made: mechanical contractor, Carolinas
Contacted
Aug 9
Owner call scheduled: precision machining, Great Lakes
In Conversation
Aug 8
Signed NDA: value-added distribution, Mid-Atlantic
Qualified