No. SourceCo is not a traditional investment bank—but we do serve a similar function for buyers who want to find and close the right deals.

Unlike banks, we don’t run sale processes, create CIMs, or market companies broadly. Instead, we focus on quiet, off-market outreach—driven by data, AI, and direct founder conversations.

We typically don’t charge retainers unless a client engages us for a focused, thesis-driven search (e.g. a full market scan for a specific add-on). When that happens, our retainer covers deeper research and outreach, not generic deal flow.

Buyers ike PE firms, strategics, and search funds hire us to find businesses that match a specific thesis. We map industries using proprietary data and AI, translate buyer criteria into high-fit targets, and engage owners directly.

If you’re a founder, you don’t need to be for sale. You can come to us directly. We’ll walk you through what buyers are looking for, explain your options, and only make introductions if it’s truly the right fit.

No. We’ve built our own software to automate data collection, enrichment, and outreach—but we’re not a SaaS product you log into. SourceCo is a service powered by technology, not a subscription platform. We run the sourcing engine for buyers and give founders access to strategic conversations with the most aligned buyers.

We use AI to identify patterns across millions of data points - signals like growth, ownership transitions, hiring activity, and strategic fit. That helps us surface companies likely to be open to a conversation, and match them with the right buyer. Our outreach is driven by tech and personalized by a human.

Most founders only sell a business once. They don’t know what’s possible because the current system keeps them in the dark or ties them to expensive brokers.

SourceCo gives them access to real buyers, without signing anything, paying anything, or rushing into anything. Whether they want to exit completely, find a partner, or just understand their options we give them a smarter, quieter way to explore options.

Nothing. Founders never pay us. No retainers. No success fees. No hidden terms - we are compensated by the buyers in our network.

They can start with our valuation tool or reach out directly. We’ll walk through their goals, share what buyers are looking for, and only introduce them to firms that genuinely match their intent.

We want to make off-market M&A smarter, quieter, and founder-first. That means giving more owners in the lower middle market a way to sell on their terms and giving buyers a better way to find companies they’d never otherwise see.

Because most founders don’t know what’s possible. They think selling means walking away or losing control. The truth is: they can sell part of the company, stay involved, or find a partner to help scale.

We believe education leads to better outcomes - deals that protect what’s been built, and help founders write their next chapter with confidence.

Our marketplace connects vetted buyers with off-market, founder-led deals. It’s not public. Access is not open to the public and is invite-only.