Cold email for M&A advisors & business brokers

Proprietary sell-side deal flow for M&A advisors

A direct-to-owner origination channel that runs alongside your referral network. We agree the mandate profile up front and hand you only owners who reply with genuine interest.

The problem

Why mandate flow is so uneven

Most new mandates still come through referrals — and referrals don’t arrive on a schedule.

Referral-dependent pipeline

When mandates come mostly through your network, origination rises and falls with relationships you don’t control.

Senior time spent sourcing

Every hour a partner spends originating is an hour taken away from live deals.

Owners don’t raise their hand

The founder-owned businesses worth talking to are rarely on the market — you have to reach the owner first.

How it works

From setup to qualified replies

Campaigns go live in about 14 days. You approve the targeting and the copy before anything is sent.

Step 1

Agree the mandate profile

Sector, size, geography and ownership — plus what counts as a qualified owner reply — fixed in writing before launch.

Step 2

Reach owners directly

Researched, personalized emails to founder-owners who match the profile, approved by you before launch.

Step 3

Only genuine interest

Every reply is reviewed against the agreed profile. Out-of-profile and “maybe later” replies are never billed.

Step 4

You lead every conversation

Qualified owner replies land in your inbox with the full thread, so your team runs the conversation from the first reply.

AI-based personalization

Every email reads like we did the research

Each email references something real about the owner’s business. A representative example for a lower-middle-market sell-side advisor:

Website analyzedProducts, services & who they sell to
LinkedIn profileRole, seniority and current focus
Industry & nicheWhat they sell and to whom
Company profileSize, location and growth stage
Researching lead…
To:  mark@harborprecision.comSubject:  Mark, Harbor’s next chapter

Hi Mark,

Saw that Harbor Precision has been machining aerospace parts in Ohio since 1987 — as founder, you’ve likely had more than one unsolicited offer by now.

We advise founder-owned manufacturers on a sale or recapitalization, on your timeline. Open to a confidential conversation?

Pricing

You only pay for qualified leads

No long-term contracts and no paying for activity. Exact rates depend on your market and ICP.

A flat monthly infrastructure fee

Dedicated domains, inboxes, warm-up, AI research and daily campaign management.

A fixed price per qualified lead

You’re only charged when a real, ICP-matching lead shows interest.

Month-to-month, with an optional cap

Pause or cancel anytime, and set a monthly lead cap so costs never run away.

Let’s Build Your Pipeline

Book a free 15-minute call and we’ll show you how Celestic would run outbound for your business — and exactly what it would cost.