Konverrt is the deal origination engine for lower-middle-market M&A advisors and PE firms. We put owners who are open to a conversation on your calendar - and we don't send an invoice until the first two qualified meetings land. One firm per vertical, exclusively.
Qualified, defined in writing before launch / One firm per vertical / No long-term contracts
Watch: how we originate qualified seller meetings for M&A advisors (3 min)
01 - The origination engine
Konverrt runs always-on origination campaigns across our verticals. That means we maintain a rolling pipeline of business owners who have already expressed openness to a conversation.
When a new firm starts a pilot, we don't begin by warming up domains and hoping. We re-engage owners in your vertical first. That inventory is why we can put the risk on our side.
No invoice until your first two qualified meetings are on the calendar.
"Qualified" isn't our word to define. Before launch, we agree your mandate criteria in writing: deal size band, industry, owner intent threshold. Meetings that don't meet the bar don't count.
Pilots run on pre-warmed infrastructure; dedicated infra is built when you convert.
Qualification is defined before launch, not argued after.
Your campaigns never compete with another client's for the same sellers.
The owners we originate
Always-on campaigns keep a rolling pipeline of owners open to a conversation.
By the numbers
02 - Where origination breaks for finance firms
Most M&A advisors and fund managers we talk to have already been through two or three lead-gen vendors. The channel wasn't the problem. The way it was run was. It breaks in the same three places every time.
Wrong-size companies. Wrong industries. Replies that say "stop emailing me" counted as deliverables. And the worst version: your owner introductions quietly resold to the firm across the street. When every reply costs you an hour of diligence to discover it's garbage, the vendor isn't saving you time - they're billing you for wasting it.
Referrals built the firm. But a referral pipeline is feast-or-famine by design - it caps deal flow at the size of your personal network, and it fails exactly when you need it most. The owners you should be talking to exist. They're just not in your network, not on LinkedIn, and nobody is reaching them first.
A seller considering exit is making the biggest financial decision of their life. One automated-looking blast, one leaked hint of a sale process, one email from your main domain that lands in spam - and the damage outlasts any campaign. Most vendors don't even understand the risk. In this business, you can't uncork a sent email.
Qualification, targeting, and reputation discipline. Miss any one of them and origination doesn't just fail - it costs you trust in a market that runs on it. Getting all three right is the entire job. That's where we come in.
03 - The Konverrt way
Five steps. No shortcuts. Each one earns the next. This is the system that turns a cold market into compounding, proprietary deal flow.
Before we touch a sender or write a line of copy, we map your buy box the way you would - industry, revenue and EBITDA band, geography, ownership profile, deal-readiness signals. We co-author the mandate criteria with you: what counts as a real seller conversation, in writing, before launch. And we'll kill mandate criteria that don't survive the math.
The owner of a 40-year machine shop isn't in Apollo and never made a LinkedIn page. So we combine business databases, Google Maps scraping for hyperlocal owner-operated companies, and public regulatory data - filings, licenses, registrations - then verify that the contact is the actual equity holder, the business is still active, and it hasn't already been sold. Signal-based triggers (retirement demographics, consolidation waves, distress filings, fund raises) tell us who to reach and when.
Pilots launch on our pre-warmed sending infrastructure - running under our origination entity by design, so campaigns go live in days and seller confidentiality is protected from day one. When you convert to a full engagement, we build a dedicated environment under your own setup: separate domains, full DNS authentication (SPF, DKIM, DMARC), mailboxes capped at human volumes, business-days-only sending. It's the boring layer most vendors skip - and it's why our clients' emails land in the inbox while their firm's reputation stays untouched.
No fake personalization, no "just bumping this." We research your market first: what owners in that niche are worried about, the words they use, and what's happening right now that makes the timing right. Copy is approved by you before anything sends - compliance-friendly by design. Owner replies route to your calendar through our confidential handoff process: we verify the company, assess fit against your mandate criteria, and decline the ones that don't qualify on your behalf.
Every reply - including every "no" - is categorized and fed back into targeting and copy. "Not now, call me in two years" gets logged with its timeline and becomes a warm follow-up asset no competitor can replicate. By month six you don't have a campaign. You have a proprietary deal flow system that gets smarter every month.
04 - Proof
Two sell-side M&A engagements in full - numbers untouched, breakdowns published in the open.
Before
A previous outbound vendor billed for unqualified replies - wrong-size companies, targeting that ignored the firm's mandate. Radio, TV, direct mail, and referrals worked, but couldn't reach owners who weren't already looking.
After
A CVA-certified firm targeting $5-25M businesses in manufacturing, construction, and trades. We built the owner list from Google Maps scraping across 86 geographic coordinates plus regulatory data, verified every contact to the actual equity holder, and wrote in the owner's language.
"I don't buy companies. I help owners understand what theirs is worth." - the line that outperformed everything, written in the owner's language.
Read the full breakdown →Before
Deal flow came almost entirely from referrals and a decades-old network - feast-or-famine, impossible to scale on demand. A prior outbound vendor delivered volume but billed for unqualified replies that ignored the firm's mandate.
After
We agreed the mandate criteria in writing - deal-size band, sector, owner intent - then originated seller conversations from a researched, verified owner list. Every reply was qualified against those criteria through our confidential handoff before it reached the partners.
"We spent less time on unqualified calls and more time evaluating real opportunities."
Read the full breakdown →We also run outreach systems for B2B SaaS and services firms
The same method works across industries - only the research and the language change.
B2B SaaS · Adspert
qualified signups · 91% trial activation · +24% signup-to-won vs paid
Before
An AI PPC optimization platform relying on paid acquisition, where signup quality was inconsistent and cost per won account kept climbing.
After
We targeted the exact agency and in-house profiles that convert, so signups arrived pre-qualified - 91% activated their trial and signup-to-won ran 24% above paid.
Services · Dylan · Email Marketing
clients in 40 days · 8 calls booked in the first 10 days
Before
A specialist agency with strong delivery but no repeatable pipeline - new business arrived through referrals and personal network only.
After
We built the list and wrote in the language of the operators he serves. 8 calls landed in the first 10 days and 4 clients signed inside 40 days.
Services · Alpha Lead Academy
revenue in 6 weeks · 15 calls · 2 clients
Before
Michal had a proven program but a pipeline that stopped whenever he stopped manually prospecting.
After
A researched list plus short, specific outreach produced 15 sales calls and 2 signed clients - roughly $90K in revenue within six weeks.
05 - Working together
No black box. No mystery onboarding. Here's exactly what happens, week by week.
Pilots launch on pre-warmed infrastructure - first campaigns go live in days and first meetings can land as early as week 2-3. Dedicated infrastructure under your own setup is built when you convert to a full engagement.
Week 1-2
Week 3-4
Week 5-8
Week 9-12
One firm per vertical. Four questions - if the vertical's open and the fit is right, you'll get calendar access.
Apply for a pilot →06 - Receipts
Real campaign dashboards, real replies, real calendar invites. Names redacted, numbers untouched.
Smartlead · Campaign performance
10-24% positive reply · <3% bounce rate
Calendly · 90-day window
30 / 24 seller meetings booked · completed
Slack · First close
A client's team, the day their first deal closed from our campaign.
Slack · Client win
Janet, reporting another sale sourced from outreach.
Slack · Pipeline update
Three live opportunities out of one day of meetings.
Inbox · Positive reply
"I was impressed with your emails - happy to speak."
Pipeline · Single sequence
$14,249 qualified pipeline from one sequence
Inbox · Positive reply
"Not often I answer a cold email, but you got my attention."
Names redacted. Numbers and copy untouched. Click any image to expand.
07 - Voices
Maybe 5 to 10% of agencies actually know what they're doing. These guys are in that bracket.

Michal
Founder, Alpha Lead Academy
I'm really happy with the types of leads coming through - the quality is what stood out. I don't know what you're doing, but your AI system is really hitting the target we're trying to reach.

Joe Braier
CEO, M&A Advisor, Wisconsin
We'd been burned by two agencies before Konverrt. The difference was they actually qualified everything before it reached us.

Janet
Founder, Bartoli Consulting
What sold me was how they handle replies. Nothing reaches me until it's been checked - it protects the brand.

Dylan
Founder, Email Marketing Agency
Predictable, qualified signups from a channel we could never crack ourselves.

Maria
Head of Marketing, Adspert
They run it with the discipline of an operations firm, not a growth-hack shop.

JP & Pacco
Founders, Markeity
Steady, qualified conversations - no theatrics, no vanity metrics. Exactly what we wanted.

Stefan
Founder, B2B Services
Maybe 5 to 10% of agencies actually know what they're doing. These guys are in that bracket.

Michal
Founder, Alpha Lead Academy
I'm really happy with the types of leads coming through - the quality is what stood out. I don't know what you're doing, but your AI system is really hitting the target we're trying to reach.

Joe Braier
CEO, M&A Advisor, Wisconsin
We'd been burned by two agencies before Konverrt. The difference was they actually qualified everything before it reached us.

Janet
Founder, Bartoli Consulting
What sold me was how they handle replies. Nothing reaches me until it's been checked - it protects the brand.

Dylan
Founder, Email Marketing Agency
Predictable, qualified signups from a channel we could never crack ourselves.

Maria
Head of Marketing, Adspert
They run it with the discipline of an operations firm, not a growth-hack shop.

JP & Pacco
Founders, Markeity
Steady, qualified conversations - no theatrics, no vanity metrics. Exactly what we wanted.

Stefan
Founder, B2B Services
08 - Questions
We don't promise meeting volume - anyone promising you 20 meetings a month will book you 20 bad ones to hit the number. What we do instead is structure the pilot so the risk sits with us: no invoice until your first two qualified meetings are on your calendar, with "qualified" defined against your mandate criteria in writing before launch.
No. We take one firm per vertical. Your origination campaigns never compete with another client's for the same sellers, and owner introductions are exclusive to you. If your vertical is already taken, we'll tell you on the first call.
A small senior team, not an offshore content farm. The people who research your market, write the copy, and qualify your replies are the same people you meet on the first call. One clean identity: Konverrt, start to finish.
Owner conversations run under our origination entity, not under your firm's name, until an introduction is made with the owner's explicit consent. One seller, one introduction. Many of our clients are in M&A and finance - mutual NDAs are the default before any work begins.
You define it - with us, in writing, before launch. Industry, size, geography, ownership profile, deal-readiness signal. Every reply gets researched against those criteria before it reaches you, and the ones that don't fit get declined on your behalf. If something slips through that doesn't meet the bar, it doesn't count.
It would, if it were automated-sounding - which is exactly why ours isn't. Emails are short, specific, and written in the owner's language, sent at human volumes from dedicated domains that never expose your firm's own. You approve every word before launch. A seller considering exit is making the biggest decision of their life; the entire system is built around not spooking them.
Yes. Every piece of copy is approved by you (and your compliance reviewer) before anything sends. We work with FINRA-regulated broker-dealers and capital advisory boutiques where a single wrong sentence is existential - content approval before launch, documented processes, and full data portability if you ever leave.
A business development hire runs $150-200K loaded, takes months to ramp, and still needs lists, infrastructure, and copy. We're the whole origination engine - research, infrastructure, execution, qualification - for a fraction of that, with no invoices for empty months and no severance if it's not working.
Our core is lower-middle-market M&A advisory and sell-side origination, plus lower-middle-market PE and independent sponsors. We also run outreach systems for B2B SaaS and services firms on the same discipline - but the origination engine was built for finance first, and that's where most of our work lives.
Pilots launch on pre-warmed infrastructure, so first campaigns go live in days, not weeks - and first qualified meetings can realistically land in week 2-3, even on a cold-start vertical. After you convert to a full engagement, we build dedicated infrastructure under your own setup. Either way, your first invoice waits for the first two.
We work in 90-day pilots. That's the honest minimum for warm-up plus enough live sending to read real signal. No long-term lock-in beyond that - the engagement should earn the next quarter on its own.
Pilots start with no invoice until your first two qualified meetings land. After that, most M&A engagements run a few thousand dollars a month, scaled to the size of your sending program - real numbers we'll put in front of you on the first call. No hidden setup fees, no per-meeting billing. For firms whose fees run six and seven figures per closed transaction, the math is straightforward: one win pays for the year.
It's yours. Lists, replies, the "not now" pipeline with follow-up timelines, campaign learnings - everything transfers to you. We're confident enough in the compounding value to make leaving easy.
09 - The founder
No account managers you'll never hear from again, no black box. I built Konverrt because the outreach most finance firms get sold is exactly the kind that burns their reputation. This is the opposite of that - built quietly, run with the discipline of an operations firm.
10 - Apply for a pilot
We run a small number of pilots at a time, one firm per vertical. Four questions, two minutes - if the vertical's open and the fit is right, you'll get calendar access on the next screen.
One firm per vertical. Apply below - if the vertical's taken or the fit's wrong, we'll tell you on the spot.
Four questions, two minutes ↑
Apply for a pilot →2 qualified seller meetings before your first invoice.2 meetings before your first invoice.
Apply for a pilot →