Close More Deals

Concierge Deal Origination Partnerships

Exclusive Deal Sourcing Partnerships Built On Data, Levered With AI, & Executed By Humans

How It Works

Data-Driven Deal Flow

We Leverage AI & OmniSource™ To Accelerate Your Deal Process. Book Your Demo To See How.

1. Data Aggregation

We curate & refine selected targets for off-market, coming-to-market, & on-market opportunities

2. Omnichannel Sourcing

Outbound sourcing + tracked inbound content for an AI-supported, omnichannel approach

3. Discovery Meeting

Actionable opportunities enriched with AI insights create a complete scorecard for team handoff

Superior Data & Deal Coverage

On-Market Coverage

  • We aggregate verified opportunities, listings and CIMs from across the entire industry of advisor-repped deals

  • Red light or green light the deals you like, we’ll track down the broker of record from there

  • View the stage of every potential deal, with complete target data for every discovery meeting scorecard.

 

Off-Market Coverage

  • Aggregated off-market data from multiple proprietary & data partner sources provides our clients with superior off-market coverage

  • Enriched, aggregated private company data spanning across all geographical and deal size markets.

  • Data-based, multi-channel deal origination typically increases sourcing productivity by 10x+ per key industry studies*

PRIVATE EQUITY | FAMILY OFFICES | CORPORATE ACQUIRERS | INTERMEDIARIES

Exclusive Partnerships Limited By Investment Mandate, Geographic Focus & Industry Niche

Trusted By Thousands Of Professionals Across The Industry

Multi-Channel Sourcing Based On Data

Copy of Untitled (8).png

“Working with Concierge my prospecting depth & quality improved exponentially. I’ve seen great results and would highly recommend this to any serious professional within the M&A space.”

- Ken Whitley | Certified M&A Advisor

 

Why Now?

In today's rapidly evolving digital landscape, capital providers and advisors must adapt to meet the demands of an increasingly crowded M&A playing field.

Omnichannel outreach, powered by artificial intelligence (AI), has emerged as a critical strategy for success in the lower middle market.

Our Fans

  • “What a great community to tap into. The platform matched me up with my referral network almost immediately.”

    Giulia May

    Founder

  • “BizNexus has been a valuable partner to identify opportunities we would have never found without their help.”

    Daniel Sheppard

    M&A Advisor

  • “The team presented off-grid targets almost immediately and those quickly developed into working relationships.”

    Shaun Steingold

    General Partner

Learn More

Benefits & Features

Target List Creation

  • New prospects added for approval daily

  • Curated, enriched off-market targets for your approval

  • Aggregated & hand-selected on-market targets for your approval

  • Target database of over 300M off-market targets and 30k+ verified live broker opportunities updated daily

AI Enhanced Data & Clarity

  • AI supplemented scorecards

  • AI supplemented company analysis

  • AI supported post-acquisition benefits

  • AI supported SWOT

Concierge Origination

  • Our team verifies availability, financials and key performance indicators for target opportunities

  • Our team manages omnichannel outreach for cold off-market private company targets

  • Our team proactively engages our M&A advisor network to check on opportunities coming to market that fit your mandate

Team Scalability & Collab

  • Add OmniSource seats for each member of your BDR team, GP & LP stakeholders

  • Realtime reporting stats for review

  • Custom guidance video & documentation

  • Scalable process leveraging our team & yours

OmniFunnel Clarity

  • View status of all deals at every stage of the origination journey

  • Access company data supplemented with AI

  • View every action taken, every call made for each deal

  • Collaborate with tasks, communicate in real-time & loop in Port Co. CEO’s for firm-wide sourcing

Third Party Integrations

  • The OmniSource™ platform, accessible to our Concierge clients, integrates with new, front-edge AI solutions as they gain proven traction in the market.

  • We don't just create AI solutions, we partner with best-in-class AI products & teams to stay ahead of the curve.