Lead generation for investment banks & M&A advisory
We help lower middle market M&A advisors reach business owners by CEO tenure, company age, funding, and headcount growth. Targeted outbound to supplement your referrals, not replace them.
Trusted by M&A advisors generating their own deal flow
"I believe we've closed at least four deals so far to date. The pipeline remains very strong. And my hope and my anticipation would be for the next year for us to hopefully maybe close somewhere between 6 to 8."
Ron Lieberman
President at Winston Dunn
"In the first couple of months, we've gotten about fifty leads. The biggest surprise we had is that at the start of the second week, we actually signed a client. And it's a good client, and we're deeply engaged with them now."
Peter Cowen
Managing Partner at Sutton Capital Partners
Investment banks & M&A advisory: lead generation beyond referrals
Reach business owners showing exit readiness signals in your target verticals. We handle the prospecting, you close the deals.
Supplement M&A referrals
Targeted outbound gives you another channel beyond referrals. Reach business owners showing M&A readiness signals in your specific verticals (eg. insurance, software, healthcare, manufacturing).
Done-for-you prospecting
We handle research, targeting, and outreach. You focus on deal structuring and client relationships. No origination team required. You get qualified conversations, we generate the pipeline.
Exit readiness signals
We filter by founder tenure, company age, funding, industry, and headcount changes. These signals help identify business owners more likely to be seriously considering exit, not just casually exploring.
We find business owners showing exit signals. You qualify and close.
We research 5,000+ contacts monthly in your target industries. You review sample lists and approve messaging before we reach anyone. Advisors working with us close 4-8 deals per year on average.
Over 5,000 business owners reached monthly
Choose your verticals, deal size range ($5M-$100M), and geography. We research 5,000+ contacts monthly, filtered by M&A readiness signals (CEO tenure, company age, funding status). AI removes recently acquired companies, captives, and inactive businesses before we reach anyone.
Approve everything before we send
See actual business names, locations, employee counts, and signals before we send anything. Review messaging examples to ensure it sounds like you, not generic spam. If targeting feels off or messaging doesn't fit your voice, we adjust before launching. Full control, zero risk to your reputation.
You own all contact data
All contacts we research become your exclusive list. We don't share the same contacts with competing advisors. Business names, contact info, phone numbers, signals - full ownership. Use for cold calling, direct mail, future campaigns. The data is yours, permanently.
4–8 deals per year on average
Advisors working with us close 4-8 deals annually. Responses grow month-to-month: 5-10 the first month, 10-15 the second, 15-20+ by the third as sequences mature. First signed engagements typically happen in months 3-6.
3 qualified M&A meetings for $300 to charity
We'll connect you with business owners above $1M EBITDA who are genuinely exploring a transaction. Within your industry and geography, actually show up, delivered in 7 business days.
Donate to any charity you choose.
How we helped Sutton Capital Partners sign their first client in 2 months
Build your proprietary pipeline, don’t compete for shared deals
Business owners showing exit signals get hammered with spam from PE firms and other advisors using the same outdated lists. We find them early with validated data and position you as the advisor who actually did their research.
List providers (Apollo, ZoomInfo)
- Scraped without validation
- 20-30% outdated or inactive contacts
- Same database sold to other PE firms and investment banks
- Can't filter by revenue or specific sub-industries
Our approach
- Verify not already sold, exited, or inactive
- New data sourced monthly, not recycled lists
- Custom research based on your criteria - list are never reused or resold
- Filter by revenue range, exact sub-industry, deal size
Generic cold email
- "We have a buyer for your business" messaging
- Dozens of identical emails weekly - no personalization
- Most cold emails get filtered to spam or promotions
- Makes you look like every other broker spamming
Our approach
- Clearly explains your M&A advisory role upfront
- References specific signals (CEO tenure, company age, exit readiness)
- Consistent primary inbox placement, business owners see your message
- Positions you as the advisor who did actual research
Marketplaces (Axial, BizBuySell)
- Business owners list after deciding to sell
- Compete with 10+ other advisors for same deal
- Shared deals everyone can see on the platform
- Bidding wars drive down your fees and margins
Our approach
- Reach them before they list no competition yet
- Build relationship before they're shopping around
- Exclusive pipeline based on your target criteria
- You control who you reach and when you reach them
Your next signed engagement is 3 steps away
Less than a month from onboarding to campaign launch.
01. Onboarding call
Tell us your target industries, deal size range ($5M-$100M), and geography. What verticals do you specialize in? What types of transactions do you handle? What makes your advisory approach different from other M&A firms?
02. Initial prep
In the next 14 days, we set up your email infrastructure, research business owners showing exit signals in your target verticals, and prepare sample lists and messaging for your approval.
03. Performance check-ins
After launch, we'll meet weekly or bi-weekly to review response rates, qualified meetings, and optimize messaging to ensure we're driving conversations that convert into signed engagements.
Book an intro call
This is Alexander. He can answer all of your questions that you haven't found answers to on this page. Just click the button below to book a meeting with him.
Still have questions?
First responses typically come within the first week of launching. You'll see 5-10 responses in month one, 10-15 in month two, and 15-20+ by month three as sequences mature. First signed engagements usually happen in months 3-6. This is pipeline building, not a quick win.
Advisors working with us close 4-8 deals annually from this channel. The exact number depends on your close rate, deal complexity, and how actively you work the pipeline we generate.
Yes, 6 months minimum. It takes 3-6 months to see your first signed engagements, so shorter commitments don't give the channel time to mature. Most clients stay 12+ months once they see results.
Starting at $4,500 per month. Discounts available for prepaid commitments. Most advisors working with us close 4-8 deals per year from this channel. If your average M&A fee is $150,000-$300,000, closing just one additional deal pays for the entire year.
No. We position you as an M&A advisor who researched them specifically - not a broker mass-blasting "we have a buyer" messages. Business owners see plain text emails referencing their CEO tenure, company age, and exit signals. You approve all messaging before it goes out.
Yes. All 5,000-7,500 contacts we research each month become your exclusive property. Business names, contact info, phone numbers, signals - everything. Use them for cold calling, direct mail, future campaigns. The data is yours permanently.
No. We research fresh each month based on your specific criteria. We never reuse or resell lists. If another advisor uses us, they get completely different contacts based on their targeting.
Yes. We work with other FINRA-registered broker-dealers. Messaging clearly explains your M&A advisory role and doesn't make claims about having buyers. You control all content that goes out.
Get your first lead this week
14 days to get started. 7 days to get your first lead on average.
