Off-Market Acquisition Sourcing

Find the right company to acquire - before it hits the market

I help buyers and investors identify off-market companies for acquisition based on their specific criteria - sector, geography, deal size, financials, and strategic fit.

Off-market deal sourcing, tailored to your investment thesis

Most good businesses never get publicly listed for sale. I work with acquisition-focused buyers to find companies that match their specific criteria - outside of standard broker channels and public deal platforms.

Criteria-Driven Search

Every search starts with understanding your acquisition strategy. I work from your target sectors, geographies, deal size, revenue or EBITDA range, preferred ownership structure, and strategic goals to source relevant opportunities.

Off-Market Focus

The businesses I identify aren't typically listed on broker platforms or deal sites. This gives buyers access to opportunities with less competition, more reasonable expectations, and a better chance of a productive conversation.

Buyer Mandate or Introduction

If there's a fit, I can work under a buyer mandate or introduction arrangement. The engagement structure depends on the scope, exclusivity, and nature of the search.

Starts with a Conversation

I usually begin with a short conversation to understand your acquisition criteria, timeline, and what you're looking for. No commitment - just a focused discussion to see if there's a fit.

Who I work with

I work with acquisition-focused buyers who are actively looking for companies to acquire outside of standard listed-market channels.

Family Offices

Single and multi-family offices seeking direct acquisitions

Private Investors

Individual and group investors acquiring operating businesses

Search Funds

Entrepreneurs backed by investors to find, acquire, and run a company

Independent Sponsors

Deal-by-deal operators sourcing acquisitions without a committed fund

Private Equity Firms

PE firms seeking add-ons, bolt-ons, or new platform investments

Holding Companies

Permanent capital vehicles building portfolios of operating businesses

Corporate Development

In-house M&A teams executing strategic acquisitions

Strategic Acquirers

Operating companies seeking to expand through acquisition

How it works

A straightforward process designed to find businesses that match your specific acquisition criteria.

01

Define Your Criteria

We start with a focused conversation to understand your target sectors, geographies, deal size, revenue or EBITDA range, preferred ownership structure, and acquisition strategy.

02

Source & Identify

Using proprietary research and direct outreach, I identify off-market companies that match your criteria — businesses that aren't listed on broker platforms or public deal sites.

03

Qualify & Present

Each opportunity is assessed for strategic fit before being presented, saving you time on businesses that don't match your investment thesis.

04

Facilitate Introduction

When there's mutual interest, I facilitate a warm introduction between you and the business owner, setting the stage for direct conversation.

What I need from you

Every search is shaped by the buyer's specific requirements. Here's what we'll cover in our initial conversation.

Target Sectors

Industry verticals, sub-sectors, and business models

Geographies

Metro, regional, state-level, or national scope

Deal Size

Enterprise value or equity check range

Revenue / EBITDA

Minimum and target financial thresholds

Ownership Structure

Founder-led, family-owned, partnership, or other

Acquisition Strategy

Platform, add-on, roll-up, vertical integration

Why off-market?

The most attractive acquisition targets are often businesses that haven't decided to sell - or that prefer a quiet, selective process. Off-market sourcing gives buyers access to companies before competition drives up price and reduces flexibility.

Less competition from other buyers
More reasonable valuation expectations
Direct access to business owners
Opportunity to build a relationship before negotiating
Companies that aren't yet 'packaged' by advisors
Better chance of deal terms that work for both sides

The reality of deal flow

Businesses publicly listed for sale~10–15%
Businesses open to a conversation~30–40%
Total addressable market (off-market)~85–90%

Most businesses that change hands were never formally "on the market." The best opportunities are usually found through targeted, direct outreach.

Looking to acquire a business?

Let's start with a short conversation about what you're looking for. No commitment - just a focused discussion to understand your acquisition criteria and see if I can help.