For Dealmakers Only:

Access High-Intent, Off-Market Opportunities in 21 Days or Less

A proprietary, multi-channel origination system that surfaces off-market opportunities from $1M–$100M before they hit the market—so you stop sourcing and start closing.

Trusted by Industry Leaders

500+

Off-Market Deals Found

$750M+

Pipeline Value Generated

7+

Countries

What People Say About Us

Don't just take out word for it. Here's what our clients say about their experience working with us.

Scrolling Testimonials
– Juergen
You are experts.
Ulysses Holding
Client since 2024
“You are really great at what you do, and thank you so much for the support, I really appreciate it. Up to now I am really convinced, great job.”
– Ivano
Continuous support.
-
25 deals this quarter
“We very much appreciate the ongoing intros and support in finding opportunities on our behalf.”
– David
Effective support.
-
Top-notch intros
“Thank you for your ongoing work and support in making introductions, really top notch one and all.”
– Jon
Good job.
-
M&A support
“It has been great to work together. Outsourcing part of our M&A process to such an expert team has been instrumental to our success.”
Dino
Good base to work upon.
-
Guidance & support
“Thank you for your continued support and guidance, much appreciated. We appreciate all your effort and hard work. We thoroughly enjoyed and valued your input and guidance.”
– Jaime
Positive experience.
-
Top-of-funnel lift
“It’s been pretty positive actually, LinkedIn has been a huge game changer. Reply rates with e-mail have been in the 5–10% range, and LinkedIn has added around 5% additional replies, resulting in about 11% overall and roughly 5 owner calls per week. So, I’m really happy with how top of the funnel has been working. Appreciate all the brainstorming power you gave me.”

Over the past five years, Marco and his team have specialized in sourcing deals globally on behalf of private equity firms, family offices, strategic buyers, advisors, and search funds-typically targeting companies with enterprise values below $75 million. Their success is driven by a proprietary, multi-channel origination framework known as the DealFlow Engine, designed to identify, qualify, and engage high-quality acquisition opportunities across sectors.

Case Studies

How Lenmed Identified 21 Hyper-Qualified Off-Market Healthcare Deals in the UAE in Just 5 Months

Company we helped: Lenmed Industry: Hospital & Healthcare Region: UAE / Middle East

The Challenge

Lenmed, a leading hospital operator with 17+ locations across Africa, was expanding into the UAE and Middle East - but lacked visibility and local deal flow.

Their biggest roadblocks:

  • Entering a new market with little existing network

  • Sourcing credible healthcare targets off-market

  • Ensuring alignment in size, track record, and growth fit

  • Avoiding weeks of dead-end conversations with unqualified owners

The Solution

We launched a geo-targeted outreach system tailored for the UAE healthcare market, using:

  • Multi-channel outreach (email, LinkedIn, SMS, and more)

  • A laser-targeted search for hospitals, clinics, and medical centers

  • Vetting for EBITDA, industry, location, and operational fit

  • Hands-on filtering of serious, exit-ready business owners

All opportunities were pre-qualified before handoff, letting Lenmed focus only on high-value conversations. healthcare market, using:

The Solution

We launched a geo-targeted outreach system tailored for the UAE healthcare market, using:

  • Multi-channel outreach (email, LinkedIn, SMS, and more)

  • A laser-targeted search for hospitals, clinics, and medical centers

  • Vetting for EBITDA, industry, location, and operational fit

  • Hands-on filtering of serious, exit-ready business owners

All opportunities were pre-qualified before handoff, letting Lenmed focus only on high-value conversations. healthcare market, using:

The Results

  • 21 hyper-qualified off-market opportunities in just 5 months

  • Deal sizes between $15M–$75M

  • Deepened understanding of UAE deal landscape

  • Built local credibility and expanded M&A pipeline

  • Saved internal resources from chasing dead leads

What They Said

“Thank you for your continued support and guidance - much appreciated. We thoroughly

enjoyed and valued your input and effort throughout the process.”

How Moonrise Built a Pipeline of 50+ Off-Market Opportunities Per Month in the UAE

Company we helped: Moonrise

Industry: Search Fund

Region: UAE / Middle East

The Challenge

Moonrise, a UAE-based search fund, came to us while they had a business under LOI. But with an inconsistent pipeline and a high-stakes acquisition in motion, they needed to:

  • Keep their deal pipeline warm in case the LOI deal fell through

  • Avoid downtime between acquisition attempts

  • Source off-market, quality businesses ready for acquisition

  • Save time by avoiding conversations with owners who weren’t serious

They had strong internal capabilities but lacked the capacity to manage daily outreach and deal origination at scale.

The Solution

We built a custom, multi-channel outreach system tailored to Moonrise’s target criteria:

  • Focused on healthcare, education, and manufacturing businesses in the UAE

  • Used email, WhatsApp, and LinkedIn outreach at scale

  • Filtered companies based on profitability, growth, and operational fundamentals

  • Screened all inbound leads with a custom-built questionnaire

  • Pre-qualified every opportunity before a call was scheduled

This allowed Moonrise to focus only on serious sellers aligned with their investment thesis — not on sifting through noise.

The Solution

We built a custom, multi-channel outreach system tailored to Moonrise’s target criteria:

  • Focused on healthcare, education, and manufacturing businesses in the UAE

  • Used email, WhatsApp, and LinkedIn outreach at scale

  • Filtered companies based on profitability, growth, and operational fundamentals

  • Screened all inbound leads with a custom-built questionnaire

  • Pre-qualified every opportunity before a call was scheduled

This allowed Moonrise to focus only on serious sellers aligned with their investment thesis — not on sifting through noise.

The Results

  • Over 50 qualified opportunities delivered monthly

  • All deals matched their sector, EBITDA, and geographic criteria

  • Reduced wasted time on cold leads or misaligned sellers

  • Kept momentum going while one deal was under LOI

  • Enabled a more predictable and sustainable deal origination process

Still have questions?

Our team is here to help. Schedule a Strategy Session.

How Equisy Scaled Their Investor & Startup Deal Flow - and Saved 100+ Hours a Month

Company we helped: Equisy

Industry: Investment Platform (Seed & Series A Deals)

Use Case: Deal Flow + Investor Pipeline

The Challenge

Equisy had a solid platform and a strong core network - but their growth was bottlenecked.

They needed to:

  • Source startups raising $500K–$10M at Seed and Series

  • Attract investors interested in buying equity stakes

  • Scale their pipeline without exhausting internal bandwidth

The Solution

We deployed our outbound origination engine to:

  • Source highly targeted Seed and Series A startups

  • Identify qualified investors looking to acquire minority stakes

  • Deliver 25+ startups and 20+ investors every month

  • Pre-vet, qualify, and schedule calls on Equisy’s behalf

All messaging and targeting were reviewed and approved by the Equisy team — giving full control without the grunt work.

The Solution

We deployed our outbound origination engine to:

  • Source highly targeted Seed and Series A startups

  • Identify qualified investors looking to acquire minority stakes

  • Deliver 25+ startups and 20+ investors every month

  • Pre-vet, qualify, and schedule calls on Equisy’s behalf

All messaging and targeting were reviewed and approved by the Equisy team — giving full control without the grunt work.

The Results

  • 150+ startup deals sourced

  • 50+ qualified investors identified

  • 100+ hours saved monthly

  • Growth in platform traction and investor engagement

  • New features built based on investor feedback

What They Said

“This project accelerated our ability to grow the platform, connect with quality players, and build trust. We now have more traction, more users, and more momentum.”

How Acres Got 25 Motivated Seller Leads/Month

Company we helped: Acres

Industry: M&A Advisor

Region: North-East U.S.

Target Deal Size: $1M–$10M EV

Deal Type: Off-market, business owners looking to exit

The Challenge

Acres, a U.S.-based M&A advisory firm, was juggling multiple mandates with a small team - closing deals, advising clients, and trying to originate new opportunities all at once.

Deal flow was inconsistent, and their internal bandwidth couldn’t keep up with the volume needed to grow their pipeline sustainably.

The Solution

We kicked off with a collaborative session to define their ideal company profile, crafted messaging that positioned them as a trusted advisory partner, and set up their lead management system.

We implemented our multi-channel outreach system tailored to their geography and criteria - identifying off-market sellers across the North-East in a variety of sectors.

Campaigns were reviewed and approved before launch, with weekly reporting and direct scheduling of qualified seller calls as responses came in.

The Results

  • 25+ motivated sellers/month sourced and vetted every month

  • Flow of owner calls booked directly into their calendar

  • Full visibility & control over campaigns, messaging, and process

Still have questions?

Our team is here to help. Schedule a Strategy Session.

How Northeast Business Services Built a Consistent Pipeline of Off-Market Acquisition Targets Across the East Coast

Company we helped: Northeast Business Services

Industry: Door, Window, and Cabinetry Manufacturing

Region: East Coast, United States

The Challenge

Northeast Business Services came to us with a familiar challenge: they had sourced a few promising deals and committed most of their time to closing one high-priority opportunity. But when that deal fell through, they were left with no backup and had to restart their search from scratch.

The Solution

We designed and launched a multi-channel outbound campaign tailored to Northeast Business Services’ criteria, which included:

  • Companies in the a very niche sector having less than 4,000 target companies to contact

  • EBITDA between $700K and $2M

  • Consistent cash flow over three years

  • Location to be East Coast

The Results

  • A qualified off-market opportunity with $10M in revenue and $2M EBITDA was generated within 7 days

  • A steady pipeline of new conversations with aligned sellers in the target industries with 10 meetings booked in the first 21 days of the campaign

  • Continuous flow of proprietary deals without overwhelming the internal team

How Bed & Biscuit Built Their Own DealFlow Engine and Launched a Fully Functional Origination System in Just 4 Weeks

Company we helped: Bed & Biscuit

Industry: Veterinary & Pet Services

Region: North East, United States

The Challenge

Bed & Biscuit wasn’t new to acquisitions. They had already completed their first deal and knew the M&A process inside out. But when they decided to scale and start acquiring multiple facilities in their industry, things got complicated fast.

Running their existing business took most of their time, leaving little room for consistent deal sourcing. They were trying to operate, grow, and find new acquisition targets all at once — and it was slowing everything down.

What they needed was a predictable system that could find and qualify potential sellers automatically, while they focused on running the company and meeting with serious owners.

The Solution

We worked together one-on-one to build a custom DealFlow Engine — the same system we use for our high-paying done-for-you clients, adapted for their business.

In just a few focused sessions, we:

  • Built a multi-channel outreach system using email, LinkedIn, SMS, and calls

  • Centralized everything into a CRM enhanced with AI to track and manage every opportunity

  • Shared our internal SOPs, outreach templates, and plug-and-play systems so they could easily duplicate what works

  • Guided them through setup and strategy in real time during 1-on-1 sessions

  • Helped them troubleshoot and optimize until the system was fully operational

The result was a complete origination engine they owned — not a service they depended on.

The Solution

We worked together one-on-one to build a custom DealFlow Engine — the same system we use for our high-paying done-for-you clients, adapted for their business.

In just a few focused sessions, we:

  • Built a multi-channel outreach system using email, LinkedIn, SMS, and calls

  • Centralized everything into a CRM enhanced with AI to track and manage every opportunity

  • Shared our internal SOPs, outreach templates, and plug-and-play systems so they could easily duplicate what works

  • Guided them through setup and strategy in real time during 1-on-1 sessions

  • Helped them troubleshoot and optimize until the system was fully operational

The result was a complete origination engine they owned — not a service they depended on.

The Results

  • A fully functional deal origination system built in under 4 weeks

  • Multi-channel outreach ready to run with proven templates and messaging

  • Centralized CRM with AI optimization for sourcing, qualifying, and nurturing leads

  • Total independence — their team can now manage and scale the system without outside help

  • A predictable pipeline to support their long-term roll-up strategy

Still have questions?

Our team is here to help. Schedule a Strategy Session.

How Focus Investment Banking Found 10 Qualified Sell-Side Opportunities Worth $10M–$100M in Just 30 Days

Company we helped: Focus Investment Banking

Industry: Manufacturing

Region: United States

Target Company Size: $10M–$100M in revenue (preferred range $10M–$40M)

The Challenge

Focus Investment Banking wanted to grow its pipeline of sell-side opportunities in the manufacturing sector.

Most of their new business came from referrals and long-time relationships. That worked well for a while, but it wasn’t enough to create a predictable flow of new deals.

They needed a way to:

  • Find qualified business owners open to selling

  • Keep their deal flow steady month after month

  • Stop losing time on manual outreach and unqualified leads

The goal was simple: build a reliable, scalable system that could deliver real opportunities without adding more to their workload.

The Solution

We set up a custom outreach system to connect Focus Investment Banking with manufacturing business owners who fit their exact profile.

Here’s how we did it:

  • Reached out to owners across manufacturing, precision machining, welding, and other industrial services using email and LinkedIn

  • Focused on U.S. companies with $10M–$100M in revenue and 30–100+ employees

  • Excluded public companies, subsidiaries, and PE-owned firms to focus only on true owner-led businesses

  • Managed everything through our shared CRM, giving their team full visibility into every contact and conversation

  • Tested and improved messaging every week based on real-time results, with Focus reviewing and approving all updates before launch

Every lead was reviewed and approved by their team before any call was booked. That way, they only spent time speaking with serious, qualified sellers.

The Solution

We set up a custom outreach system to connect Focus Investment Banking with manufacturing business owners who fit their exact profile.

Here’s how we did it:

  • Reached out to owners across manufacturing, precision machining, welding, and other industrial services using email and LinkedIn

  • Focused on U.S. companies with $10M–$100M in revenue and 30–100+ employees

  • Excluded public companies, subsidiaries, and PE-owned firms to focus only on true owner-led businesses

  • Managed everything through our shared CRM, giving their team full visibility into every contact and conversation

  • Tested and improved messaging every week based on real-time results, with Focus reviewing and approving all updates before launch

Every lead was reviewed and approved by their team before any call was booked. That way, they only spent time speaking with serious, qualified sellers.

The Results

  • 10 qualified sell-side opportunities sourced in the first 30 days

  • All within the $10M–$100M target range

  • Zero internal time spent sourcing or screening

  • Full transparency through our shared CRM

  • A steady, reliable pipeline of off-market opportunities

Frequently Asked Questions

Everything you need to know about working with us and our proven system.

Everything you need to know about working with us and
our proven system.

Will the DealFlow Engine close deals for me?

No, and that’s intentional.

The DealFlow Engine’s job is to find, qualify, and select motivated sellers who are open to exiting their business. Once a real opportunity is identified, calls are booked and handed to you.

Think of it like this: we bring you opportunities - you close the deal.

How many opportunities can this realistically generate?

That depends on three things:

- Your target market.
- Your criteria.
- How selective you want to be.

Across past clients, we typically see 10–50 qualified opportunities per month.

More volume if you loosen filters. Higher quality if you tighten them.

Where do these deals actually come from?

Directly from owners.

We use a multi-channel outreach system to reach business owners off-market, without brokers or intermediaries.

No listings.


No recycled deals.

How are opportunities qualified?

We don’t pass along “maybes.”

Every opportunity goes through a simple filter:

- Owner shows intent.
- Business fits your criteria.

- Screening before a call is booked.

Who are you actually connecting with?

Decision-makers only.

That means:

- Business owners.
- Founders.
- CEOs

Data is pulled from multiple sources and cleaned specifically for your industry and geography.

No junior contacts. No gatekeepers.

What if my criteria changes after we start?

That’s normal. The system is built to adapt.

Depending on the model (DFY or DWY), changes are:

- Made directly by you, or
- Adjusted during strategy sessions with our team.

How much does it take before I see results?

Setup typically takes 7–14 days, where we define criteria and build the system.

After that, opportunities start coming in without daily involvement with the system running at full capacity after just 21 days.

Your time stays focused on conversations and decisions - not sourcing.

Do I need technical or marketing skills?

No.

We handle all technical setup.

You provide direction and feedback. We handle execution.

What if my investors don’t like outsourcing?

That’s common.

But here’s the reality: outsourcing is not a weakness.

The goal is to increase focus on what matters (closing deals) and avoid LP capital is wasted.

Increased focus and more opportunities enable you to close more deals faster.

Shouldn’t I wait until after my first deal closes?

That’s the most common mistake.

Deals fall apart all the time. Waiting leaves you with no backup options.

The smartest move is building pipeline while you’re closing your first deal, not after.

What if I already have a pipeline or an active deal?

That’s exactly when this makes the most sense.

Most pipelines dry up right before closing because all attention shifts to one deal. The DealFlow Engine runs in parallel, so momentum doesn’t stop.

Over 70% of LOIs fall apart. Backups matter.

I don’t have time for complex onboarding processes.

Then you don’t have time to close more deals.

One week of setup saves months of wasted effort.

We keep onboarding tight and focused so results start coming in fast.

The timing doesn’t feel right.

It never does.

Waiting only guarantees one thing:


Your pipeline stays thin. The best time to build a pipeline of deals is before you need it.

What if I need a different type of support?

That’s exactly what the strategy session is for.

Book the strategy session now.


We’ll look at your situation and tell you honestly what makes sense - or if something else is a better fit.

Still have questions?

Our team is here to help. Schedule a Strategy Session.

COPYRIGHTS 2026 | ULYSSES