M&A Advisory
More mandates from owners ready to sell.
Equitle’s agents find the founders in your sectors who are getting ready to sell, research each one, and run the letters, emails and calls that get your bankers the first conversation.
148
Owners fit
139
Owners identified
127
Verified contacts
38
Likely to sell
Dental groups, Texas
Ranked by readiness to sell
Company
Revenue
Employees
Owner
Contact
Fit
Lone Star Dental Partners
Austin, TX
$11M
64
Dr. Karen Ellis
Age 63
Gulf Coast Family Dentistry
Houston, TX
$7M
41
Dr. Paul Nguyen
Age 66
Hill Country Smiles
San Antonio, TX
$5M
29
Dr. Linda Reyes
Age 61
Bluebonnet Dental Group
Dallas, TX
$9M
52
Dr. Mark Haley
Age 69
Weave Growth
Weave Growth0
Qualified owner meetings booked in the first month.
From a customer case study
A lower middle market acquisition firm pointed Equitle at its criteria. Over 28 days Equitle reached 491 qualified business owners by email, LinkedIn and phone, and booked 8 meetings with owners whose companies already fit. The team reviewed and approved; Equitle ran the rest.
Read the case studyOne system from coverage list to first pitch.
Every founder in your sectors, ranked by the signs that come before a sale.
20+ data providers searched at once
ML and AI web search finds owners databases miss
Age, tenure, succession and life events on every owner
A readiness score with every signal sourced
Strategics and PE platforms that have bought businesses like your client’s, with their recent deals beside each one.
Buyers mapped from the live web, not a static list
Recent acquisitions on every buyer
Split by strategic and financial buyers
Fit scored against your client
A brief on every owner before the first meeting, with each fact linked to where it came from.
Business, revenue and owner on one page
Why now, in plain words
Every line cited to its source
Exports as a PDF for the team
Email written from each owner’s own story, sent from your bankers’ inboxes.
Every email written from the owner’s research
Sent from inboxes set up and warmed for your firm
Replies read and tagged for you
Letters, calls and LinkedIn in the same sequence
Owners likely to sell
Dental groups in Texas · 148 fit your coverage
Owner
Signals
Readiness
Dr. Karen Ellis
Lone Star Dental Partners
Dr. Raj Patel
Gulf Coast Family Dentistry
Dr. Ann Moore
Hill Country Smiles
Dr. Luis Garza
Bluebonnet Dental Group
What advisors ask us first.
Those are databases: they list companies and leave the rest to your team. Equitle runs the whole origination process for you. It finds the owners, researches each one, verifies their contact details and runs the outreach in your name, guided by your coverage and your decisions. You get owner conversations, not another platform to log into and pay for.
That is the point. Equitle looks for the signs that come before a sale, such as an owner in their sixties, decades of tenure, no successor or a partner stepping back, and reaches those founders before a process starts.
Yes. Describe the business you are selling and Equitle maps the strategics and PE platforms that have bought similar companies, with their recent deals and a fit score beside each one.
Equitle is built for the lower middle market, including family businesses with a few million in revenue and very little online footprint. Those are the owners databases miss and other advisors have not reached yet.
Yes. Letters carry your banker’s signature, emails come from inboxes set up for your firm, and calls show your number. You can approve every touch before it goes out, or let it run on its own.
Review the list, star or cut owners, and approve the outreach. Most teams spend an hour or two a week on it. Every decision also trains the fit model, so each list is sharper than the last.
Yes. Lists, owner research and contact details export, and Equitle connects to CRMs and other systems through supported APIs and MCP integrations, so your existing pipeline stays part of the workflow.
