You approve before it sends
Target, list and copy each need your yes. Nothing goes out on our say-so.
Tailored cold email for top enterprise agents
Owner conversations, delivered. No outbound team to hire.
We find the business owners, write the emails you approve, and run the sending. Interested owners reply to you, and you take it from there.
Book a 20-minute fit call See how it works →
- Every email approved by you before it sends
- Sent from separate outreach domains, never your firm's
- A plain-English report every month
Example Advisory Partners
Target: owners of example industrial companies, $5M–$25M revenue
000Owners on approved list
000Emails sent
00Replies
Replies waiting for you
Example Co. A"Open to a short call next week."
InterestedExample Co. C"Send me a time that works."
InterestedExample Co. B"Not right now, try us in the spring."
Not nowYour voice, your approval
We write short emails in your voice. You approve the target and the copy before anything is sent.
Separate domains
Outreach goes out from domains set up just for it, so your firm's own email reputation stays clear.
Every reply is yours
We never answer owners on your behalf. The first conversation is where trust starts, so you have it.
How it works
Five steps. You only do the last one.
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1
Agree on the target
Sector, company size, geography and the signals that matter. You sign off on the criteria before anything goes out.
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2
Build the list
We find the owners and decision makers who fit, verify the contact details, and remove anyone you already know.
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3
Write the emails
Short, specific messages in your voice, with a real reason to write. Nothing is sent until you approve the copy.
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4
Send with care
New outreach inboxes are warmed up first, then volume ramps gradually. Follow-ups stop the moment someone replies.
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5
You take the replies
Interested owners land in your inbox. You qualify them, meet them, and decide what comes next.
What an owner sees
One short email. One real reason to reply.
This is the kind of message we draft for your approval. It names something public about the company, says who you are in a sentence, and asks for a short call. No hype and no pitch deck.
The company and person below are made up. Real emails are written for one specific owner, in your name.
Sample · fictional company
Hi Dana,
I saw that Example Mechanical opened a second yard this spring, after more than thirty years serving the valley. Owners at that point often start thinking about what the next chapter looks like, and few have mapped their options.
I advise owners of companies your size on exactly that. If it would be useful, I'd welcome a short call to compare notes. No obligation either way.
Your name
Your firm
What you get
Clear control, and a report you'll read.
You see what goes out, what comes back, and where each reply stands. Illustrations below use fictional data.
Replies sorted, then yours
Interested replies come to you straight away, so the first reply is always in your own words.
A plain monthly report
What was sent and what came back, in plain English. Where we don't have a number, we say so.
Who it's for
Built for advisors paid on a few large fees a year.
The method is the same. The target list and the message change by specialty.
M&A advisors
Lower-middle-market sell-side advisors who want more early conversations with owners in their target sectors and size range.
ESOP advisors
Advisors who want to reach owners who care about their team and legacy, before those owners have called a banker.
CRE investment sales
Investment sales brokers who want off-market conversations with property owners in their submarket.
Executive search
Search partners who win retained work by reaching hiring leaders before the competition does.
Private jet brokers
Brokers whose business turns on a handful of high-value buyers and sellers. Join the waitlist on the call.
Don't see your specialty?
Tell us who you want to reach. If outbound isn't a fit, we'll say so.
Book a 20-minute fit call →What we handle
- Target criteria and owner list build
- Contact research and verification
- Email copy in your voice, for your approval
- Sending setup and deliverability, on separate domains
- Ongoing testing of subject lines and copy
- A plain monthly report
What you handle
- Every reply and every conversation
- Qualifying owners and meeting them
- Approving the target and the copy
- Valuation and sale advice, which stays with you
We never take a fee tied to a closed deal.
Pricing
One flat monthly fee.
No per-lead charge, no success fee and no cut of your deal. The monthly fee covers the whole service.
- List build and contact verification
- Email copy for your approval
- Sending setup and deliverability
- Ongoing testing and reporting
- Month to month, no long-term contract
$3,000per month
Flat. Month to month. No long-term contract.
One-time $1,500 setup, waived with a 3-month commitment.
Payback math, with your own numbers: the most common US success fee on a $10M deal is 4.7%, about $470,000 (Firmex 2025 US M&A Fee Guide). A year of outreach at this price is $36,000. This is an example, not a forecast. Your fees will differ.
We don't promise results or a number of replies. You handle every reply.
Questions
The things advisors ask first.
Do you reply to owners for me?
No. Interested replies come straight to your inbox and you handle them. We give you a reply guide with templates for the common cases.
Will this hurt my firm's email reputation?
We send from separate domains set up for outreach, never from your main domain, so your own email reputation stays protected. New inboxes warm up at low volume first. We can't promise inbox placement, because no one can, but deliverability is part of the work every month.
How do you decide who to email?
We agree on the criteria together first: sector, company size, geography, and any trigger events. We build and verify the list to those criteria, and you approve them before launch.
How soon will I see replies?
Early weeks are setup and a slow, careful ramp, so replies don't start on day one. We can't promise a date or a number of replies. We'll walk through a realistic timeline on the call.
Is there a contract?
It's month to month, with no long-term contract. Cancel anytime with written notice.
Do you book the meetings for me?
No. You take the replies and set your own meetings. That keeps the relationship with you from the first exchange.
What do you need from me to start?
A clear picture of the owners you want to reach, a short description of how you work, and your approval on the target and the copy.
Is cold email legal?
In the US, commercial email is allowed when it follows the CAN-SPAM Act: honest headers and subject lines, a real postal address, a clear opt-out, and opt-outs honored promptly. Every campaign is built that way.
We're affiliated with a broker-dealer. Can we use this?
Yes, with your compliance team involved. They review and approve the copy before launch, and you archive the email under your firm's rules.
Do you work with my competitors?
Exclusivity is set per market and specialty, so two clients aren't sent after the same owners in the same space. Ask us about your market on the call.
Book a call
Tell us who you want to reach. We'll tell you if outbound fits.
Twenty minutes, no deck. If it isn't a fit, we'll say so.
On the call
- Who you want to reach, and why now
- How the process and approvals work
- Whether your specialty is open yet
Prefer email? email