Demand Advisory · Selective Engagements
Finance Firms: Get 3-5 Qualified, Warm Introductions In The Next 45 Days.
We find businesses showing signals they want to sell. Then we make sure your firm is the first one they speak to.
Selective engagements · Confidential · No obligation
- 1 week
- Avg. time to first qualified introduction
- 3-5 intros
- Delivered in your first 45 days
- Finance only
- M&A, PE, credit and commercial finance
What We Do
Proprietary deal flow, delivered as qualified introductions.
We surface the right conversations at the right time. Every introduction is screened against your criteria before it reaches you.
Signal detection
We identify businesses showing signals they want to sell.
First position
We make your firm the first conversation they have.
Screened, not scraped
Qualified introductions, not raw leads.
Markets
Built for finance and M&A.
Independent Sponsors & Private Equity
Sourcing acquisition targets and proprietary deal flow for buy-side operators.
M&A Advisory & Sell-Side
Deal origination support for boutiques and advisory firms building their pipeline.
Capital Markets & Private Credit
Counterparty and borrower access for lenders and credit platforms.
Commercial Finance
Equipment, factoring, ABL, and specialty lenders sourcing qualified applicants.
How It Works
A structured, fully managed engagement.
- Private01
Discovery & Market Brief
A structured intake covering your ideal counterparty and deal parameters. Everything stays confidential.
- Proprietary02
Signal Mapping & Target Intelligence
We monitor market signals, ownership changes, and transaction activity to identify businesses likely to sell. Then we position your firm as their first call.
- Managed03
Introduction Development
We engage the right decision-makers on your behalf. Every introduction is contextualized and screened before it is delivered.
- Ongoing04
Delivery & Refinement
Introductions delivered with full context. We refine continuously against what produces real conversations.
04 · Our Guarantee
3-5 warm introductions in your next 45 days.
No retainer. No lock-in. One engagement, fully managed, with a clear deliverable attached.
Who We Work With
A small number of firms, at any one time.
Fits well
- Independent sponsors and PE-backed operators
- M&A boutiques and sell-side advisory firms
- Capital markets intermediaries and credit platforms
- Commercial finance firms: equipment, factoring, ABL
- Firms where a single qualified introduction justifies the engagement
Doesn't fit
- Non-finance businesses of any kind
- Teams not ready to significantly scale their business
- Firms unwilling to run a focused, structured engagement
Ready to open the right doors?
Schedule a confidential call. We'll discuss your market, your current pipeline, and whether this is the right fit.
Confidential · No obligation · Selective engagements only