Apex Deal Partners
We source proprietary deal flow for PE firms at scale, handling the entire origination process end-to-end. You get pre-qualified conversations with thesis-matched companies while your team stays focused on diligence and value creation.
Your Outsourced Deal Origination Engine
Most firms approach deal origination with off-the-shelf tools and templated outreach - sellers notice. The result: a pipeline that underperforms and a deal team stretched away from the work that drives returns.
Learning new tools, maintaining CRMs, and managing outreach eats hours your deal team doesn't have.
Sellers receive dozens of cold touches a month. Without a compelling, research-backed reason to engage, yours gets ignored.
PitchBook and Apollo give you the same lists your competitors already have.
We handle origination end-to-end as a dedicated partner that delivers results right to your deal team.
We build thesis-matched target lists from proprietary data sources, surfacing companies your competitors aren't seeing.
We manage the full outbound motion from targeting to qualified conversation, so your team stays focused on higher-value work.
We run high-volume, research-backed outreach that maintains the quality and personalization your pipeline demands.
From investment thesis to qualified conversations in three systematic phases.
We conduct a comprehensive intake to understand your investment thesis: target sectors, financial criteria, founder characteristics, geography, and deal preferences.
We create a structured, thesis-matched target universe through systematic data aggregation and validation, using institutional-grade data infrastructure; we go beyond PitchBook and traditional broker networks.
We manage end-to-end outbound execution: personalized messaging tailored to each company's situation, multi-touch sequences across channels, response management, pre-qualification conversations, and warm handoffs.
We adapt our strategies to adhere to the nuances of specific industries our clients are targeting.
Primarily focusing on the following sectors, but not limited to:
We operate coast-to-coast, wherever your next opportunity emerges.
We work with a limited number of lower-middle market PE firms to ensure quality execution. Let's discuss how systematic deal sourcing can strengthen your pipeline.
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