Origination built
for private capital.
Get Ahead ◦ The Difference
We don't run searches
the way most firms do.
Most firms rely on a narrow approach. We run a coordinated, multi-channel process, sequenced thoughtfully and led by an experienced partner on every mandate. Owners are actively engaged, as demonstrated by a meaningfully high rate of performance at the top of our funnel.
Sourcing starts the week the mandate does, not after a research phase you pay for and never see. Inside the first month you are talking to real owners, which means you can shape the search off actual conversations rather than off a list.
Most of our work comes from firms we have already run a search for, or from someone they told. It is the number we would want to see from a partner we were considering.
Outreach to Conversation
To First Introduction
Repeat & Referred Mandates
◦ The Process
Six steps, start to close.
First Conversation
We start with your thesis, acquisition goals, and what success looks like 12 months out.
Strategic Analysis
Market sizing, sub-segment ranking, and a sourcing plan calibrated to your criteria.
Target Identification
A curated, prioritized list of off-market opportunities matched to fit and scale.
Engagement & Qualification
We approach identified targets, gauge owner interest, qualify fit, and coordinate the introductions that move opportunities into your active pipeline.
Deal Execution
We stay close as opportunities move forward, maintaining owner communication, coordinating next steps, and helping keep momentum through diligence and closing.
Closing & Integration
We stay involved through close and post-transaction integration so the deal lands the way it was intended.
◦ Four Ways We Partner
Mandates take more than one shape.
Add-On Acquisitions
Dedicated sourcing for portfolio companies, built around the strategic, geographic, and financial criteria that matter to the platform.
Platform Searches
Finding founder- and family-owned businesses that fit a new platform thesis, including markets where the obvious opportunities are not already in process.
Market Mapping
Building a clear view of the addressable target universe before or alongside a search - who is out there, where they sit, and which segments warrant attention.
Ongoing Origination
Continuous sourcing for investors and portfolio companies that want proprietary M&A development to operate as an ongoing function rather than a one-time project.
◦ Proprietary Platform
The engine behind the work.
Every search runs through technology we built specifically for origination, giving our team one integrated system to manage from first touch through long-term opportunities.
That infrastructure lets us cover more ground without sacrificing process. Every interaction is tracked, every next step has an owner, and every conversation adds context for the next.
The result is broader coverage, fewer missed opportunities, and a process built to maximize conversion over time.
◦ Sectors We've Sourced In
- Industrial & Field Services
- Environmental & Energy
- Healthcare & Veterinary
- Distribution & Equipment
- Professional Services
- Software & Technology
- Consumer & Retail
- Manufacturing
- Logistics & Transportation
- Insurance Services
- Media & Marketing
- Construction & Building Products
◦ Who We Work With
Tell us what you're
looking for.
Bring us a thesis, a geography, or a gap in the portfolio. We'll take it from there.
Team with Alta