DealOrigination
Proprietary transaction flow for acquirers and advisers, read from the public record before a process exists.
- 01Clients
- PE · Platforms · Banks · Advisers · Searchers · Sponsors · Family offices
- 02Signals
- Sell · Raise · Expand · Borrow
- 03Counterparty
- The owner, before an adviser
- 04Exclusivity
- One client per sector and geography
Every acquirer in a sector licenses the same list. The edge is knowing who will sell, and when.
Quantiverse reads the public record for the moment an owner's circumstances change, qualifies the owner by hand and opens the conversation. The client receives a consented, bilateral introduction with the evidence attached.
Of the relevant banked deals in its market that the median PE firm sees
Of US buyouts in 2025 were add-ons to an existing platform
Of US employer businesses are owned by someone aged 55 or over
Of sellers arrive at their first adviser meeting with a written exit strategy
Seven kinds of buyer, one method
The signals are the same across the practice. The lane, the size band, the economics and the counterparty differ by client, so each has its own page.
Private Equity
Platforms and add-ons for lower and mid-market buyout funds without a full origination bench.
- Typical buy box
- $2–25m EBITDA
Platforms & Corporate Development
Add-on pipelines inside a drive-time radius for PE-backed platforms and strategic acquirers.
- Cadence
- 3–60 add-ons a year
Investment Banks
Sell-side mandates from owners who have not yet chosen an adviser, and buyer universes for live mandates.
- Mandate band
- $10–250m EV
M&A Advisors & Business Brokers
Engagement-ready owners for sell-side advisers, before the referral chain reaches a competitor.
- Mandate band
- $1–50m EV
Search Funds
Evidenced owner pipelines for searchers, and portfolio-wide sourcing for the investors behind them.
- Typical target
- $1.5–5m EBITDA
Independent Sponsors
Bilateral deal flow for fundless sponsors, built for a model where every dead deal is paid for personally.
- Typical target
- $2–10m EBITDA
Family Offices
Direct, bilateral ownership opportunities for family capital that prefers not to compete in auctions.
- Hold period
- Long-dated, often permanent
Before the mandate, not after the teaser
A business passes through the public record long before it reaches a buyer list. Licence renewals, retirement-plan filings, loans and liens move first. By the time a banker writes the teaser, price discovery belongs to the seller.
Quantiverse works the first two stages. Every other channel arrives later, or arrives without a reason to call.
Four ways to buy deal flow, and what each leaves out
Acquirers spend on origination in four places: company databases, deal marketplaces, outsourced outreach and their own business-development hires. Each solves part of the problem. None of them combines a dated reason to call with an owner who has agreed to talk.
| QuantiverseSignal-led, contacted | Data platformsCompany databases | Deal marketplacesMember deal networks | Outsourced agenciesDone-for-you outreach | In-house BDOrigination hire | |
|---|---|---|---|---|---|
| Finds the owner before an adviser is engaged | By design | Visible, untimed | Already marketed | Partly | Partly |
| A dated reason to call, on every name | Every row cites one | Static profile | Seller has decided | Usually list-led | Partly |
| Sources outside commercial databases | Registries and filings | No | No | Some | Partly |
| Source and date shown on every name | Cited on the record | No | No | Rarely | No |
| Owner name, tenure and route in | Yes | Partly | Via the adviser | Partly | Partly |
| Conversation opened before handover | Yes | No | No | Yes | Yes |
| Exclusive to one buyer in the lane | One per sector-geography | Same list for all | Shown to all matches | Sometimes | Yes |
What the public record says before an owner does
Nobody holds data on an owner's intent to sell. What exists are correlates: tenure without succession, retirement planning, debt being retired, assets being sold. Read together and refreshed monthly, they place an owner in time.
Filter by client to see the subset that matters for each buyer.
| Signal | Where it is read | What it indicates | Lead time |
|---|---|---|---|
| Licence tenure, single qualifier | State contractor and professional licence registries | One named individual has held the licence for 20 years or more and no second qualifier has been added. An owner-operator with no successor on file. | 12–36 mo |
| Retirement-plan movement | US Department of Labor Form 5500 (EFAST2) | Participant count flat or falling under a long-tenured owner; a plan terminated, frozen or converted to cash balance, which is classic pre-exit tax planning. | 6–24 mo |
| SBA loan seasoning | SBA 7(a) and 504 loan-level data | An owner-operated business in years 7 to 9 of a 10-year SBA loan. The note is retired at a sale, which gives a concrete reason to talk. | 6–24 mo |
| Liens lapsing | Secretary of State UCC filings | Secured liens expiring without renewal. The balance sheet is clearing, which is how a business is made ready to sell. | 3–12 mo |
| Healthcare ownership files | CMS PECOS enrolment and change-of-ownership data | Practices and facilities still independent, and the ones that just changed hands to a competing platform. | 3–18 mo |
| Owner-occupied property listed | County assessor and commercial listings | The building the business operates from is put on the market or refinanced by the owner personally. Low volume, high intent. | 1–9 mo |
| Fleet contraction | FMCSA MCS-150 carrier filings | A fleet shrinking for three filing cycles under the same owner. The business is being run down, not built. | 6–18 mo |
| Certification lifecycle | SBA 8(a) graduation, small-business set-aside registries | A dated, forced change to the business model. Many owners sell rather than compete without the set-aside. | 6–18 mo |
| Debt maturity | Loan-level and lien records | A facility approaching maturity with no refinancing on file. A refinancing, a recapitalisation or a sale. | 3–18 mo |
| Contract award | Federal, state and municipal award records | A company wins work larger than its balance sheet. Growth capital, working capital or a sale to a better-capitalised owner follows. | 1–12 mo |
| Permits and expansion | Municipal building permits, state filings | A new facility, line or location. Capital is being committed before it is raised. | 1–12 mo |
| Listed, then withdrawn | Business-for-sale marketplaces, archived | A business marketed through a broker and pulled without a sale. The owner has already decided; the process failed. | 0–9 mo |
| Control in transition | State officer filings, registered-agent changes, probate dockets | An officer change, a death or an estate filing. Very high intent, very low volume, handled with care. | 0–6 mo |
One engine, applied lane by lane
Five steps, applied identically for every client. The lane is agreed in writing before work starts and is not shared with a competing buyer while we work it.
Define the lane
Sector, geography, size band, ownership type and the add-on logic, written down before a single name is pulled.
Read the record
Licence registries, retirement-plan filings, loans, liens, permits, enrolment and ownership files, refreshed monthly.
Qualify the owner
Tenure, succession, scale and fit checked by hand. Rejected names come back with the reason.
Open the conversation
Multi-touch outreach in your name or ours. The owner agrees to speak before the name reaches you.
You lead
Valuation, diligence and the relationship are yours. We keep the lane exclusive while we work it.
One lane per client
A lane is a sector, a geography and a size band. While engaged, we do not run it for anyone else.
Conversations, not lists
Delivery is measured in owners who have agreed to speak. Every row carries the evidence and the reason it was qualified, or rejected.
Asked on most first calls
If yours is not here, it will be answered on the call.
01Is this a database?
No. A database tells you a company exists. We deliver owners who have agreed to speak, each with the dated evidence that put them on the list and the notes from the first conversation.
02Can you tell me an owner wants to sell?
No one can, and we do not claim to. We read strong correlates of a sale in the next one to three years and confirm them in conversation. Some owners are not ready; they stay in the lane and are revisited.
03Where is coverage strongest?
The United States, where licence registries, retirement-plan filings, SBA loan data and lien records are public. Coverage varies state by state, so we only accept lanes we can cover. Other jurisdictions are taken by mandate.
04How quickly does it produce conversations?
The first owner conversations usually arrive within the first month of a lane. Closed transactions take longer: a sale still runs on the owner's timetable, and we say so before an engagement begins.
05Whose name goes on the outreach?
Either. Many clients prefer the approach under their own name with our team behind it; others prefer Quantiverse to make the first contact and introduce them once the owner has agreed.
Lanes are accepted selectively
- 01The laneSector, geography and the size band you buy in.
- 02The buy boxEBITDA or revenue, ownership type, structure and what you will not buy.
- 03TimingWhen you need conversations, and how many you can work at once.