For Sponsors & Intermediaries

Your Own Origination Channel

We build the target universe out of public records, enrich it row by row, and run US-based calling and cold email under your firm’s name. Meetings land on your calendar. The market only ever sees you.

See how it runs

Two Ways to Work With Us

Most firms use one or the other. They are priced differently because they are different businesses.

Origination

We Bring You the Deal

We source and screen owners under the DealSeam name, then introduce the ones that fit your box. No retainer. We are paid a success fee by the buyer when a deal closes.

How it works for buyers →
Managed services

You Want Your Own Channel

Your domains, your callers, your firm on the phone. We build and run the whole machine behind it for a monthly retainer, and hand it over at the end. This page is about that.

Who This Is For

Firms that already know what they want to buy and are short the people to go get it.

Private Equity & Independent Sponsors

You have the thesis and the vertical. What you do not have is three associates dialing owners all day. The channel runs in your name, so the relationship is yours from the first conversation.

Search Funds & Family Offices

One or two principals, no outbound function, and a search window that is burning. We cover the named universe on a cadence a two-person team cannot sustain alongside diligence.

M&A Advisors & Sell-Side Banks

Referral flow from accountants and attorneys is productive, and it is not controllable. This adds a second channel you direct, with meetings booked into the tracker you already run.

Coverage Over Volume

Most outbound vendors sell dials. In a fragmented middle market that is the wrong instrument.

01

The universe is finite

A single vertical inside one revenue band is usually a few thousand names nationally — sometimes a few hundred. At high dial volume it is exhausted inside a month.

02

A burnt list stays burnt

Everything after that month is a repeat touch to someone already reached and already annoyed. In a market this small the damage lasts years, and it is your name on it.

03

So the unit is cadence

Complete coverage of a named universe, multi-touch across the term, three to five reachable contacts per firm rather than one. Fewer dials, longer conversations.

The Work Sits on the Rows

Not in the row count. Half of what separates two companies of the same size cannot be bought \u2014 it has to be read off the company itself.

A database gives you

  • Company name and address
  • NAICS classification
  • Estimated revenue
  • Estimated headcount

We add, row by row

  • The end markets they serve
  • Which service lines they actually run
  • Whether a platform already owns them
  • Owner name, license, direct line
  • The source, attached to the row

How It Runs

Live inside three weeks of signature. No strategy phase, no discovery deck, no workshop.

1
Week 1

Universe Built, Infrastructure Provisioned

Nothing is sent before your sign-off.

  • Target universe built from public records
  • Rows enriched: service lines, ownership, owner name, direct line
  • Sending domains acquired, inboxes provisioned
  • Copy and call script drafted for your approval
2
Weeks 2–3

Warmup and Caller Onboarding

Month one produces close to nothing, by design.

  • Inboxes warm for 14 to 17 days
  • Calling team hired for your campaign
  • Callers briefed on your firm, the vertical and the offer
  • First dials at roughly day 14
3
Week 3 onward

Both Channels Live Against One List

Email and calling work the same named universe.

  • Multi-touch cadence, three to five contacts per firm
  • Replies handled and qualified
  • Calls recorded, transcribed and triaged weekly
  • Booked meetings entered into your system

What the Retainer Covers

The fee is inclusive. Sending domains, inboxes, contact data, email verification, the dialer, phone numbers and the calling team are our cost. There is nothing further to subscribe to and nothing billed on top.

  • Universe construction from public records
  • Row-by-row enrichment, with sources attached
  • Owner and executive contact resolution
  • Managed cold calling, US-based team
  • Cold email infrastructure, domains and inboxes
  • LinkedIn outreach, at your option
  • Copy and scripts written for the vertical
  • Reply handling and qualification
  • Conference and event outreach
  • Call recordings and transcripts, triaged
  • Weekly reporting into your existing tracker
  • Meetings booked to your calendar

How We Work

It Runs in Your Name

Your domains, your sender, your firm on the call. An owner who looks us up finds you. DealSeam is not mentioned to the market.

You Approve the Script

Nothing is said on your behalf that you have not read. Revisions take a day. Every call is recorded and transcribed in full, and a weekly selection comes to you for review.

US-Based Callers

No synthetic voice agents and no offshore floor. You know who is representing you.

You Own the Work

The universe, the enriched rows, the copy, the scripts and the sending infrastructure are yours, during the term and after it.

What This Does Not Include

Pitching

We create qualified conversations and book them to your calendar. Conversion is yours.

Transaction Advice

No valuation, no structure, no terms. We originate; you are the principal.

CRM Replacement

Reporting goes into the system you already run. Nothing about your existing stack has to change.

Common questions

How is this different from DealSeam bringing us deals?

Two separate things. On the origination side we source and screen owners ourselves and introduce them to buyers in our network, and we are paid a success fee by the buyer when a deal closes. Managed services is for firms that want their own branded outreach — your domains, your callers, your name in the market — run for a monthly retainer. You can use either. Most firms use one.

What does it cost?

Engagements are scoped per vertical and run on a six-month term. Price depends on how many channels you run and how large the universe is, so we quote it on a call rather than publish a number that fits nobody. The fee is inclusive — domains, inboxes, contact data, verification, dialer, phone numbers and the calling team are our cost, not a line item billed on top.

Why a six-month term?

Email inboxes warm for 14 to 17 days and a calling team takes two weeks to stand up, so month one is close to silent by design. A three-month term ends about a month after the engine reaches full output, which means judging it on its weakest quarter. Six months is the shortest term that actually tests the thing being bought.

Do you commit to a number of meetings?

No. We commit to complete coverage of a named, finite universe on an agreed cadence, and we report what the channel produced each week against your existing baseline so it can be judged separately. Any volume figure discussed is a modeled estimate, not a commitment.

Which industries can you build a universe for?

Any fragmented industry where roll-ups happen — healthcare services, professional services and MSPs, specialty industrials and manufacturing, the trades, distribution and logistics, vertical software. The method is the same: start from public records, enrich each row from the company’s own sources, and work the list rather than buy a bigger one.

Will you pitch or advise on the transaction?

No. We create qualified conversations and book them to your calendar. Conversion is yours, and so is anything touching valuation, structure or terms. We originate; you are the principal.

Tell Us the Vertical and the Box

A scoping call is 30 minutes. We come back with the size of the universe, what can be enriched on it, and what an engagement against it would cost.

Send a message instead

Or email jordan@dealseam.com