Start more conversations with the business owners you want to reach.
DealMotion builds and runs targeted owner outreach for M&A firms, whether you're looking for potential sellers to advise or acquisition targets for a buyer mandate.
The Need
Reach owners beyond your existing network.
Referrals and relationships can bring valuable opportunities. Targeted outbound gives you another way to reach relevant owners and start conversations.
Reach a specific target market
Find and contact owners who match the sectors, size and geography you want to work with.
Keep outreach running
Consistent outreach is hard to maintain alongside active client work and live mandates.
Sort the replies
Identify which responses are worth a conversation, and pass on the ones that aren't.
The Service
We run the outreach. You handle the advisory relationship.
Targeting
We define the sectors, geography, business size and owner profile you want to reach.
Campaign management
We research contacts, write the messaging, manage follow-ups and monitor campaign performance.
Reply handling
We review responses and hand over interested owners against the criteria agreed with your firm.
Results
Results from recent campaigns
M&A advisory
A targeted outbound campaign connected an M&A advisory firm with the owner of a business generating more than $3M in revenue who expressed interest in selling.
Insurance M&A · California
A campaign targeting insurance businesses in California generated six qualified leads in its first 30 days, each associated with a business generating at least $1M in revenue.
Home Care M&A · United States
A targeted outbound campaign for a home care M&A advisory firm generated 310 interested replies over nine months, with the responding businesses averaging more than $1M in revenue each.
Results from three independent pilots. These figures reflect leads and seller interest, not completed transactions.
Also supporting other financial-services offers
M&A is our core focus. We can also build targeted outbound campaigns around other financial-services offers.
Insurance businesses
Reach businesses that fit your insurance offering.
Fractional CFO firms
Reach owners and leadership teams that fit your financial advisory services.
Commercial lenders
Reach businesses that fit your lending criteria.
Process
Three steps, start to review.
Agree on the target
Define the market, outreach objective and qualification criteria.
Build and launch
Prepare the contact research, messaging and campaign infrastructure.
Review and improve
Review responses, hand over relevant opportunities and refine the campaign.
Why DealMotion
Financial-services context. Hands-on execution.
Built on an accounting background
DealMotion was founded by an accounting graduate with almost ten years of experience working in an accounting firm.
Direct access to the operator
Work directly with the person building and managing your campaigns.
Contact
Which businesses would you like to reach?
Tell us about your firm and the conversations you want to start. We'll discuss whether a focused outbound campaign fits.
Engagements are available on a monthly retainer or a monthly base fee plus a fee per qualified call attended. Every engagement includes a fixed monthly component, with scope and qualification criteria agreed before launch.