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.
The Corp Dev Deal Sourcing Process, Step by Step.
The corporate development deal sourcing process explained step by step: target mapping, channel origination, qualification, outreach, and measurement.
How to Build a Repeatable Buy-Side Sourcing Playbook.
Building a repeatable buy-side sourcing playbook means locking the thesis, running 2-3 channels, and codifying an 8-stage process before deal two exposes the ga
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.