Notes & analysis from the team running the engine.
Research, data and operating points of view on add-on sourcing, multi-channel outbound, and the mechanics of mid-market private equity dealmaking.
Patient Engagement Tech Is PE's Top 2026 Healthcare Play.
Patient engagement technology is drawing simultaneous PE interest in 2026. What's driving the deals, the diligence risks, and how sourcing teams should respond.
How PE Firms Source Deals Without an Investment Bank.
How private equity firms source deals without an investment bank: five non-bank channels, the data behind them, a worked example, and objections addressed.
The First Outreach Email That Gets a Reply.
How to write a first outreach email to a business owner: the subject line, sentence count, and ask structure the data says actually earns a reply.
When to Outsource Deal Sourcing for Your PE Firm.
Outsourced deal sourcing firms make sense when retainer costs ($8K–$25K/month) beat internal origination costs. Here's the decision math.
Cold Email Sequence Templates for Acquisition Outreach.
The email sequence templates that get owners to reply: touch count, cadence, and the data behind why follow-ups outperform the first cold email.
Running an Add-On Search for a Platform Company.
How to run an add-on acquisition search for a platform company: internal sourcing, target scoring, underwriting, and outbound sequencing, with data.