SourceCo for Private Equity

Build a Better Pipeline—Faster. Expand Your Market Reach and Find Add-Ons Others Can’t See.

Our proprietary data and AI uncover off-market add-ons aligned with your thesis, giving you access to better-fit opportunities before your competitors even know they exist.

  • Gain 100% market visibility and access off-market opportunities invisible to standard methods and tailored to your thesis.
  • Fully vetted, actionable leads ready for strategic discussions.
  • Save 95% of your team’s time—we handle sourcing, vetting, and outreach while you focus on closing.
  • Every lead is pre-qualified and aligned with your growth strategy.
image with a quote (review)
Learn how we can help you source better deals in a personalized strategy call👇
SUCCESS!
‍
WE GOT YOUR REQUEST

We’ll be in touch shortly. In the meantime, feel free to check out our blog or LinkedIn page.
Oops! Something went wrong while submitting the form. Please try again.

200+ investment teams have already chosen SourceCo. Will you be next?

baum capital partners

"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

melissa barry testimonial headshot

2

deals closed

5

months to close

Read Full Case Study

Gain 100% visibility into every off-market target

We have 70% wider market reach than traditional databases and other M&A firms, ensuring you don't miss a single potential target that fits your thesis.‍

  • Our proprietary tools uncover companies missed by traditional databases, using LinkedIn activity, PPP loans, labor records, niche directories and more
  • AI identifies key growth signals—such as leadership transitions, hiring trends, and geographic expansions
  • Our analysts review your datasets manually to ensure each target aligns with your thesis
Get customized target list→

"We worked with traditional banks who left us competing for overexposed deals in a narrow pool of targets. We trialled other buy-side firms but SourceCo opened up a whole new world of untapped, off-market opportunities, bringing us targets we weren't aware of, which is why we went with them"

Melissa Berry
‍Partner
@New Heritage Capital

"The transparency with SourceCo was a game changer. We'd often be in the dark for months, then receive leads that were off-strategy. SourceCo sent us weekly updates on outreach progress, letting us step in at the right moments with strategic offers that aligned with our growth targets. We never missed a beat.

Daniel Florian
Managing Director
@Sun Capital Partners

Have 2x more conversations with pre-qualified decision-makers

Every target comes pre-qualified, enabling you to have over 2x conversations with owners of high-fit targets.

  • Direct access to owners and executives, prepped with personalized messaging across email, LinkedIn, and programmatic ads
  • Qualitative insights, such as leadership stability and client concentration, help you focus only on strategic opportunities.
  • Pre-qualification filters—revenue, EBITDA, ownership type, geography—ensure all targets fit your criteria.

The more direct conversations with decision-makers,  the faster you can move on with the right LOI opportunities.

Get Exclusive Deal Access Today→

Always have a high-quality pipeline ready to act on

When your portfolio is ready to expand, speed is critical. We help you maintain a steady flow of vetted opportunities, so you can meet your growth targets faster.

  • Scale outreach efforts up or down based on your pipeline needs, whether you’re targeting one market segment or running multiple parallel searches.
  • Vetted leads eliminate early-stage friction, letting your team focus on building relationships and focus on closing, not qualifying
  • Avoid high overheads of in-house sourcing teams—we scale with your needs at a fraction of the cost of internal hires or traditional buy-side retainers.

No more gaps in deal flow or scrambling to find targets when your portfolio is ready to grow.

See How You Can Close More Deals Faster→

"The filtering and custom target lists meant that every introduction was a viable candidate. Within a quarter, we engaged with 60% of SourceCo’s recommendations and advanced three to due diligence."

Brian Nienstedt
‍Chief Development Officer,
@NexCore (Trinity Hunt Partners)

melissa berry headshot

"SourceCo's team kept us fully informed at every stage. We always knew where we stood, and the real-time updates on new leads ensured we didn’t miss out on fast-moving opportunities. It was a level of clarity we’d never experienced with a traditional advisor."

Melissa Berry
‍Partner
@New Heritage Capital

Gain crystal-clear visibility into every lead’s progress and engagement

Get real-time insights into your pipeline with bi-weekly reports and visual dashboards, ensuring every lead’s status is clear.

You’ll know exactly where your deals stand—detailed metrics show how many leads were sourced, contacted, and engaged—and what actions to take next, so you can focus on the highest-value opportunities.

Start sourcing off-market deals→

Gain market insights that go beyond deal sourcing

Use SourceCo to gain strategic market intelligence to help you refine your investment thesis and uncover untapped opportunities.

Identify underserved markets, geographic shifts, and evolving industry demands, allow you to spot and act on emerging opportunities competitors overlook.

  • Competitive insights highlight where your platform can gain market share.
  • Tailored recommendations help you adapt your thesis to capitalize on growth opportunities in fragmented or overlooked sectors.
Access the full market and close better deals→

"The team understood our strategic goals from day one, which led to a several serious owner discussions. These are deals you can’t find through brokers. We've also been able to reduce reliance on multiple expensive bank retainers."

Brian Nienstedt,
‍Chief Development Officer
@NexCore (Trinity Hunt Partners)

Frequently asked questions

How do I know these targets will fit my investment thesis?

Every target is vetted against your specific criteria, including:
‍
- Revenue, EBITDA, and company size thresholds.
- Industry and geographic focus based on your thesis.
- Ownership type (e.g., founder-owned or private equity-owned).
- Many more
‍
Additionally, we analyze qualitative factors like:
‍
- Recent leadership transitions, which indicate openness to a sale.
- Service descriptions that align with your platform's capabilities.
- Expansion signals like new locations or funding rounds.
- And more
‍
Our goal is to ensure that every opportunity aligns with your strategic priorities before it reaches your team, so you only engage with companies that meet your criteria.

What makes your data different from public databases or in-house research?

Our data sources go far beyond public listings and traditional databases. We aggregate insights from:

- LinkedIn activity, including employee growth, skill endorsements, and connections.
- PPP loan records, revealing companies that may need additional capital or partnerships.
- Labor records to identify non-union or highly skilled workforces.
- Service directories like Angie’s List, Yelp, and industry-specific registries for niche operators.

These sources allow us to identify companies that are often missed by in-house teams or competitors relying solely on traditional tools.

How fast can you start sourcing and see results?

Our goal is to go to market within three weeks of signing. Within 48 hours of signing, our clients receive a welcome packet and a sourcing timeline is put in place.

Our clients usually receive first actionable target list in under 4 weeks, which includes direct contact information for decision-makers and insights on each company’s alignment with your thesis.

Can you ensure outreach will get results?

We use a multi-channel outreach strategy to maximize engagement that includes:

Email Campaigns: Highly personalized emails designed to bypass spam filters and resonate with decision-makers.
‍
LinkedIn Messaging: Targeted messages sent to the most active profiles, leveraging professional connections and mutual interests.
‍
Programmatic Ads: Owners see your firm on LinkedIn, Google, and YouTube before outreach begins, warming them up for engagement.

Our AI tools monitor engagement metrics like open rates, response times, and click-through rates, allowing us to optimize outreach in real-time.

How do you handle confidentiality during the process?

Your identity remains protected throughout the sourcing process. When contacting companies, we:

- Represent ourselves as an independent sourcing partner.
- Avoid disclosing your firm’s name until the lead is qualified and ready for direct engagement.
- Use secure communication channels for all data sharing and reporting.

This ensures your strategic objectives and deal flow remain private.

How do you verify the quality of your leads?

Every lead undergoes a two-step quality check:

‍Data Validation: We cross-reference financials, ownership details, and operational metrics from multiple sources to ensure accuracy.

‍Manual Review: Our analysts verify the company’s fit by reviewing its website, service descriptions, and public records for alignment with your criteria.

Only leads that pass both steps are included in your target list, ensuring every opportunity is high-quality and actionable.

What happens if the initial targets don’t align with my strategy?

We build feedback loops into our process. After delivering your first target list, we:

- Collect your feedback on the initial results.
- Adjust criteria (e.g., revenue thresholds, geographic focus) to better match your preferences.
- Deliver refined targets in the next round, ensuring alignment improves with each iteration.

This iterative approach ensures that the process adapts to your evolving strategy.

How do you ensure your reports are actionable?

Our bi-weekly reports include:

- A detailed breakdown of leads sourced, contacted, and engaged.
- Engagement metrics like email open rates, responses, and follow-ups.
- Clear recommendations for next steps, such as prioritizing warm leads or refining outreach strategies.

Reports and lead memos are formatted for quick insights, so you can make informed decisions without sifting through unnecessary data.

Do you focus on both platforms and add-ons?

Yes, we specialize in sourcing both platform opportunities and add-ons:

‍For platforms, we prioritize scalability metrics like market position, recurring revenue, and management team strength.
‍
For add-ons, we focus on complementary services, geographic overlap, and cultural fit to ensure smooth integration.
‍
Whether you’re building a new platform or scaling an existing one, we deliver opportunities tailored to your unique strategy.

What size range do you focus on?

We work with private equity firms targeting companies in the following ranges:

‍Revenue: $5M to $100M, depending on the thesis.
‍EBITDA: $1M to $10M, typically for add-ons, with flexibility for platform opportunities.
‍Geographic Focus: U.S., Canada, and select international markets, depending on your strategic priorities.
‍
By narrowing our focus to these size ranges, we deliver opportunities that are primed for acquisition and integration, ensuring alignment with your financial goals.

What happens if our pipeline needs change mid-search?

SourceCo’s services are fully scalable. Whether you need to increase outreach for a new thesis or pause efforts temporarily, our process adapts in real time to meet your exact requirements—without the long-term commitments of traditional firms.

Ready to take control of your pipeline?

The choice is clear: outdated bank methods or SourceCo’s tailored, tech-enabled approach.

Don’t let traditional sourcing hold you back. Book a quick call with our team and we'll show you how to scale acquisitions and secure off-market deals others can’t access.

Start Your Next Acquisition Now→

"In lower middle market sectors, traditional sourcing felt like running blind. SourceCo gave us visibility into niche opportunities, connecting us with sellers that perfectly matched our platform’s strategy."

New Heritage Capital

Mellisa Berry, Partner

melissa barry testimonial headshot

2

deals closed

5

months to close

Read Full Case Study

What’s the Cost of Doing Nothing?

Every day with traditional methods means:

  • Competing for overexposed deals
  • Missed chances to build your edge
  • Wasted time chasing irrelevant targets.

Request your free acquisition dataset and learn how SourceCo can help you get superior targets over standard databases or auctioned deals.

Get your free targets→

Skyrocket your leads

SourceCo serves you with a deep-company database and an expert team that translates accurate company data into your thesis.

New sourcing standard

Off-market deals delivered as lead memos. All backed by your investment thesis. AI X human intuition. Straightforward opt-out.

© SourceCo. 2024. All rights reserved
Book an intro call
Use Cases
InvestorsBusiness OwnersPrivate Equity
Company
Our TeamContact Us
Resources
BlogPE Deal Sourcing Guide
Contact Us
Have questions? Need clarity? Send us a note and we'll get back to you shortly!
info@sourcecodeals.com