Case Studies

Client Results

How our clients use AI-powered sourcing to find hard-to-reach targets, qualify leads, and build pipelines faster than traditional methods.

Property Management·Private Equity

Building a National Property Management Platform Through 40+ Acquisitions

A mid-market PE firm had a thesis around consolidating the highly fragmented property management sector. With over 300,000 firms in the U.S. — most managing few

Identified 2,400+ potential targets across 38 MSAsClosed 12 platform and tuck-in acquisitions in the first 18 months

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HVAC Services·Search Fund

Search Fund HVAC Consolidation in the Midwest

A funded searcher was pursuing a buy-and-build strategy in residential and light commercial HVAC services across the upper Midwest. The fragmented nature of the

Mapped 1,800+ HVAC businesses across 6 statesDelivered a shortlist of 220 high-fit targets within 3 weeks

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Healthcare Staffing·Private Equity (Growth)

PE-Backed Staffing Platform Expansion Into Healthcare Verticals

A PE-backed staffing platform with strength in light industrial and administrative verticals wanted to expand into healthcare staffing through acquisition. The

Mapped 3,100+ healthcare staffing firms nationwideIdentified 85 high-priority targets meeting all licensing and scale criteria

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Specialty Food Distribution·Family Office

Family Office Specialty Food & Beverage Distribution Portfolio Build

A single-family office with deep expertise in consumer and food & beverage wanted to build a portfolio of specialty food distributors serving independent grocer

Identified 640+ specialty food distributors across target geographiesSurfaced 45 off-market opportunities not listed with any intermediary

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Commercial Cleaning Services·Private Equity

Southeast Commercial Cleaning Roll-Up Across 5 States

A lower mid-market PE firm was executing a roll-up strategy in commercial cleaning and janitorial services across the Southeast U.S. The industry is characteriz

Mapped 1,950+ commercial cleaning businesses across 5 Southeast statesScored and prioritized 310 targets meeting minimum revenue and margin thresholds

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