Business
What the company does
Services, end markets, customers, locations, certifications and operating model.
Lower middle market deal origination
Cover fragmented markets one owner at a time.
Coseek turns a lower-middle-market acquisition thesis into target evidence, direct owner calls and qualified meetings for the deal team.
Discuss the mandate01 / Market definition
Translate broad sector interest into observable company fit.
A practical campaign needs evidence the research and calling team can apply consistently across thousands of private businesses.
Scale
Whether size fits
Available revenue, employee, footprint and other proxies for the mandate.
Ownership
Who controls the decision
Founder, family, operator or other ownership evidence and the current route to that person.
02 / Owner coverage
Give the fragmented market a consistent calling cadence.
One team owns the research, contact coverage, direct calls, rep improvement and meeting record.
Operating ownership
Campaign inputs
01Sector and sub-niche
02Size parameters
03Geography
04Ownership preference
05Exclusions and conflicts
Mandate ownership
Conversation outputs
01Owner reached
02Current situation
03Interest or objection
04Timing or referral
05Qualified next meeting
03 / Investment-team use
Spend deal-team time on owners who have already engaged.
The meeting arrives with enough context for the team to continue the acquisition conversation without replaying the cold call.
Context
Company and owner
Why the target fits and who controls the conversation.
Signal
What changed
The interest, timing, question, constraint or succession context the owner shared.
Meeting
What to cover
The agreed purpose and the information the owner expects next.
04 / Operating fit
The mandate has to be specific enough to call.
Direct owner outreach works when the target evidence is observable, the owner universe is large enough to support coverage and the deal team can continue qualified conversations.
Target evidence
Know what belongs
Translate the thesis into company, ownership, geography, size and operating evidence that can be applied consistently.
Owner universe
Enough market to cover
Build a finite target pool with a direct owner path and clear suppression rules before daily calling begins.
Deal-team capacity
Take the next conversation
The team owns relationship development, diligence, valuation, structure, negotiation and close after the handoff.
05 / Deal-team questions
Questions buyers ask before owner outreach starts.
The practical questions created by the mandate, target universe, owner-calling motion and qualified handoff.
01What size companies can the campaign target?
The size band is set by the mandate and the evidence available. Revenue, employees, locations and other operating proxies can be combined when private-company financials are incomplete.
02Can you target a very specific service niche?
Yes. Search, LinkedIn and company-page evidence can identify specialized services, certifications, end markets and operating language that standard industry codes miss.
03How do you handle incomplete private-company data?
The campaign uses multiple evidence sources and treats uncertain size or ownership as a research state, not a fact.
04Can this support an add-on strategy?
Yes. The target and qualification standard can be built around the platform, geography, service adjacency and integration logic.
05Who owns diligence after the meeting?
The acquirer. Coseek establishes and qualifies the owner conversation, then the deal team owns diligence, valuation, negotiation and close.
Give one fragmented market complete owner coverage.
Bring the mandate, exclusions and examples. We turn them into an evidence model and a direct calling campaign.
Discuss the mandate