Meet the owners who fit your thesis.
You know which companies you'd like to own. What you want is time with the people who run them, directly, without waiting for a sale process. Your team gets you more of those conversations, under your firm's name.
More of the right conversations, first-hand.
Talking to owners yourself changes what you learn, and when.
A conversation, not an auction.
You hear about the business, the owner's plans and their timing from them, not from a teaser shared with every other bidder.
Known when it matters.
When an owner does decide what's next for their company, you're someone they've already spoken to.
Your whole list, not the top of it.
Most firms only reach the names they have time for. A team works through the rest, every working day.
How we approach owners
Owners receive a lot of unsolicited messages. Most are generic, and most are ignored. Yours are written for the person and the business, by someone who appears as part of your team.
- Each note says who your firm is, why this company caught your eye, and asks for a conversation. Nothing more.
- Each owner hears from your firm four times at most, by email and LinkedIn. Many hear fewer.
- Every message is easy to decline. A "no" ends it straight away. A "not now" is noted, with when to try again.
- Nobody gets a cold phone call.
Each sourcier contacts 15 new owners every working day. With a team of three, around 1,000 owners a month hear from your firm, and each of them gets a note written for their business.
What you approve
Nothing goes out under your name until you've seen it.
- The list. Who will be contacted, and who to leave out: existing relationships, live processes, owners you'd rather approach yourself.
- The messages. Opening notes and follow-ups for each sector or thesis.
How your firm is represented on email and LinkedIn is agreed with your lead sourcier at onboarding, so there's no team to meet or profiles to review. After that, your lead sourcier brings you anything worth changing. You don't need to read the inbox.
What a meeting looks like
When an owner agrees to talk, your sourcier books a time in your calendar. Before it, you get a short note: who they are, what the business does, what they said, and anything worth knowing before you speak.
The owner has agreed to a first conversation with your firm, and nothing more. Some are thinking about a sale in the next year or two. Some are curious. Some want to know who you are before they decide anything. From there the conversation is yours. Sourciers never discuss price, terms or structure.
Who it suits
Owner introductions suit firms that know what they want to buy and want to meet more of the owners who fit:
- Searchers who need to reach as many owners as they can within their search.
- Independent sponsors who need new conversations while they work on a live deal.
- PE firms and holding companies looking for platforms or add-ons across several theses.
No list yet? We can build one from your thesis.
What owners receive
- A note written for their business
- Who your firm is, and why you're interested
- An easy way to say no
- A reply from a real person if they write back
What they never receive
- A cold phone call
- More than four messages
- A pitch about price or terms
- Another message after they've said no
See what a team would do for your list.
A one-page plan for your target: team size, how many people you'd reach, and how long your list would last.