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. The number on each column is the whole column. The cards under it are a sample of that column, showing sector and geography only, never anything that could identify an owner or a client.

Sourced332
HVAC services
Southeast · $4 to $8M
Specialty contractor
Midwest · $10M+
Facility services
Texas · $3 to $6M
Contacted197
Electrical contractor
Northeast · $6 to $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 / Diligence4
Commercial electrical
Florida · $12M
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.

Sep 14
Moved to LOI: commercial electrical, Florida
LOI / Diligence
Sep 14
Owner call held: irrigation services, Southwest
In Conversation
Sep 14
Owner call held: water well services, South Central
In Conversation
Sep 11
Owner call held: roofing and remodeling, Texas
In Conversation
Sep 11
Owner call held: plumbing, Florida
In Conversation
Sep 11
Owner call held: commercial refrigeration, West
In Conversation
Sep 10
Owner call held: commercial landscaping, Southeast
In Conversation
Sep 9
Owner call held: heating and cooling, Northeast
In Conversation