Owner meetings for PE firms and search funds.
You send me your buy box. I find owner-run companies inside it, contact the owners, and book the ones open to a conversation.
The signals I use
- Owner tenure. How long the owner has run the company, from their LinkedIn profile. 15 years or more raises priority.
- Company age. From the state corporation registry. 15 years or more raises priority.
- No second layer of management. No COO, GM, VP, or second family member visible on the company page.
- First operations hire. A GM or operations manager role posted in the last 12 months after none before, from job boards.
- Public comments. Anniversary coverage, interviews, statements about slowing down. Growth language lowers priority.
- Fund raising activity. SEC Form D filings show which firms are raising now. Useful when the buyer is another sponsor.
Every name comes with the evidence behind it. The signals decide who I contact first. The owner's reply is the only proof of interest.
The buy box
Industry, geography, revenue or EBITDA range, and exclusions. Companies already acquired, investor-backed, or part of a larger group are removed.
The price
$900 a month for the tech: domains, inboxes, data, software. $300 per qualified meeting held. No success fee.
Flat fees and per-meeting fees only. Never a success fee or a percentage of a transaction.
Booked is not held.
A meeting is billable only when all three are true.
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1
Fit.
The prospect matches the buyer criteria you approved.
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2
Interest.
The prospect agreed to discuss your offer.
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3
Attendance.
The prospect attended the call for at least 15 minutes.
If the prospect cancels, the fee waits. It applies only when the rescheduled call happens.
Book a 30-minute call.
Bring your offer and your numbers. I bring the buyer signals and the outbound plan for your market. If this will not work for your market, I say so on the call.