Your Outsourced M&A Origination & Sell-Side Engine
Delivering Weekly Owner & Intermediary Meetings Without Expanding Your Team
Managed, Complete Deal Origination Coverage
You define the thesis, we handle everything else - research, outreach, and follow-ups all as an extension of your team and under your brand.
Off-Market Email Origination
Owner conversations in your inbox - We handle everything else.
Getting emails actually to land in owner's inboxes is harder than ever - from deliverability, DKIM settings, domain management, to email verification, is complex and expensive. And that’s before you even write and test the copy.
We handle it all. Our team sets up, manages, and executes high-performing outbound campaigns so you, instead of learning the technical side of email infrastructure, can focus on what matters most -responding to qualified owner replies landing directly in your inbox.
☑️ 100+ new targets every month with re-targeting. Firms get on avg. 4-8 qualified founder meetings a month.
Direct Calling
U.S. Callers Delivering Real Owner Conversations
We use AI-powered tools to source the most accurate cell numbers - and support our U.S.-based callers with AI assistants that help them spend more time talking to owners.
We call only approved targets and book meetings directly on your calendar - sending confirmations, managing reschedules, and ensuring your team only shows up to qualified conversations. Scale up with as many callers as you need to support your pipeline needs.
☑️ 100+ new targets every month with re-targeting. Firms get on avg. 4-8 meetings a month.
Roll-Up Strategy
Stay in live deal flow
Vertex maintains a proprietary database 15 years in the making, with over 12,000 investment bankers, brokers, regional business sellers, and intermediaries actively taking small businesses to market.
We help you get in front of, manage, and stay top-of-mind with all of them, so you see every relevant deal.If you’re a new fund, we accelerate your ability to build brand recognition with brokers. If you’re an established firm, we ensure you stay visible in every banker’s deal flow. Your team stays lean, your brand stays active, and you stay in front when deals start to move.
☑️ Bi-weekly touches to ≈1,200 intermediaries typically yield 10-30 "let's talk" replies/month.
Contact Us
Vertex Equity provides outsourced deal origination for institutional buyers of all sizes and types.
Interested in collaborating or discussing a business opportunity? Let’s connect!