FOR M&A ADVISORS, ACCOUNTANTS AND FRACTIONAL CFOS
Meet owners getting ready to sell, and founders who just raised.
We find companies at the moment they need deal and finance help, confirm what they're looking for, and introduce them to you. You know the company size, the timeline and what they need before the first call.
The problem
Most owners only sell a business once. They don't know who to call, so they call whoever they heard of first.
Founders who just raised are the same. The money is in the bank, the board wants clean numbers, and no one is running finance yet.
We find these companies early and put you in front of them while they're still choosing.
The moments we find
Sample introduction
"James, Chip is getting his books investor-ready for a raise and asked how your process and fees work. Chip, James leads the CFO team I mentioned. I'll let you two take it from here."
James doesn't have to explain what a CFO does. Chip already knows he needs one.
What you get
How to start
Every introduction meets the standard you set: company size, deal size or round, timing, and that they asked to meet you.
Proof Pack
3 introductions in 30 days
Quick Wins Pack
8–15 introductions in 60 days, depending on your deal size
Ongoing plan
a steady flow every month for four months
Who it's for
Sell-side M&A advisors, quality-of-earnings and transaction accountants, fractional CFOs and startup finance firms with room for new clients. Not for anyone who wants a list of every company with a funding announcement.
FAQ
Do you introduce companies to investors?
No. We introduce companies to the advisors and finance firms that help them. We don't raise money or act as a broker.
Do you take a cut of the deal?
No. You pay for introductions, not a success fee.
What size companies do you find?
You set the floor: revenue, deal size or round size. We only introduce companies above it.
One sell-side mandate can pay for a year.
On a free 30-minute call, we'll look at the deals you want and how many owners in your market are getting ready to move.