SourceCo helps you uncover pre-vetted targets without relying on company databases or brokered deals.
Sourcing opportunities for investment professionals of all sizes
Buy-side banks that rely on third-party databases often miss a large portion of available targets due to incomplete data. Coupled with outdated outreach methods, this significantly limits deal flow.
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With brokers, you often end up overpaying as competition centers on price, rather than the value you bring to the company and management team.
Stricter email and mobile policies have driven response rates to historic lows, making off-market deal sourcing increasingly challenging and time-intensive.
"SourceCo is a totally different animal than all of the other buy-side firms with whom I have worked in the past. Working with them is one of the best decisions we have made at our platform."
New Heritage Capital
Mellisa Berry, Partner
2
deals closed
5
months to close
Read Full Case Study
Our proprietary scrapers and AI tools automate the processing of data unique to your investment thesis, like union status or a SaaS products pricing.
This approach captures granular insights that static databases miss, ensuring your search is both comprehensive and aligned with your goals.
Our agility in data collection allows us to be flexible and responsive to evolving investment theses.
We combine advanced software with tailored and automated workflows with top tier talent to optimize multiple outreach strategies.
Our technical setup ensures the best contact information, bypasses spam filters, and delivers personalized messages.
Creative persistence, from handwritten notes to personalized gifts, reflects our relentless approach.
We handle the entire sourcing and filtering process, providing detailed lead memos for pre-vetted prospects that match your firm’s specific criteria.
Customized reports are tailored to highlight the data most relevant to your decision-making needs.
Our thorough planning keeps your team informed of our strategy, and we quickly adapt and refine based on real-time campaign performance.
Each client engagement is supported by a team of experts with diverse roles and skills.
Meet our team →
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$280+ million
Closed in deal value
30+
Deals closed
20+
Clients served
Discovery & Alignment
Our team goes over your firm’s investment thesis, strategic goals, and target criteria.
Both parties get a clear understanding of objectives and next steps - foundation for our deal sourcing strategy.
Onboarding and Campaign Development
You receive an onboarding packet, including a detailed campaign plan, data review, and strategy sessions to align sourcing efforts with your specific investment criteria.
By now, we have a well-defined, targeted sourcing campaign designed to identify and approach the most suitable acquisition targets
Target Identification, Outreach, and Continuous Updates
SourceCo’s team starts with off-market target identification, regularly keeping you informed of progress, target engagements, and a deal flow and management.
Book a call
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Request your free acquisition dataset and learn how SourceCo can help you get superior targets over standard databases or auctioned deals.
Skyrocket your leads
SourceCo serves you with a deep-company database and an expert team that translates accurate company data into your thesis.
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New sourcing standard
Off-market deals delivered as lead memos. All backed by your investment thesis. AI X human intuition. Straightforward opt-out.
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