M&A and Capital Markets Deal Origination

We help investment banks and private equity firms facilitate more transactions.

  • Sectors: consumer, energy, healthcare, healthtech, media, and technology.

  • Overcome challenges of referral dependency and market downturns.

  • Focus on transaction execution while we make introductions.

What We've Discovered


Firms are not reaching enough companies

Current channels (conferences, events, referrals) limit the number of companies that you can directly reach.


Market sentiment drives capital flows

The advisor approach needs to adapt to market conditions to achieve results.


Email outreach is a very underutilised channel

Cold email campaigns are effective in nurturing companies who are looking to sell.

Our Core Pillars

Capital Raising

We connect middle market companies with our banking partners to facilitate capital infusions of $10M and above.

lead generation
lead generation

Mergers and Acquisitions

We specialise in middle market transactions valued between $100M and $3B

offer creation
offer creation

What Can You Expect

Reach thousands of target companies every monthNew collateral to share with potential clientsConsistent conversations with institutional investors that you want to adviseA long-term relationship with us as we assist in your capital raising efforts

Frequently Asked Questions

What is the main offering?

  • M&A deal origination

  • Capital Raising deal origination


How long does it take to start seeing results?

  • Typically, we see positive replies and booked meetings within the first 7-14 days of launching marketing campaigns.

  • Negotiate client engagements within 1-2 months.


What firms do we work with?

  • Investment Banks

  • Private Equity Firms


How do we approach our partnerships?

  • This is a Done-With-You Partnership, meaning we collaborate with our partners.


Findings from our Investor Acquisition Report

Best Ways to Build Relationships with Institutional Investors

The Lifetime Value of Clients

Demand Capture vs Demand Generation

The Importance of Case Studies

How to Achieve Predictable Revenue