Off-market deal origination

Reach owners before a process starts.

Coseek builds the target universe, calls business owners directly and qualifies the conversation against your acquisition criteria. The deal team receives the meeting and the context that created it.

Discuss the mandate

01 / Target universe

Build beyond the obvious broker list.

Search, LinkedIn and company evidence can identify a broader owner-operated market, then scoring and manual judgment narrow it to the businesses worth calling.

Coverage

Find the full niche

Industry language, services, certifications, customer types, footprint and ownership clues.

Priority

Rank likely fit

Score the evidence that makes a company relevant to the specific mandate.

Access

Resolve the owner path

Verify current people and build the mobile coverage needed for direct calling.

02 / Calling motion

Create repeatable direct-to-owner coverage.

The rep calls from a campaign-specific brief, the manager reviews call evidence and the target pool changes as the market answers.

Operating ownership

Before each call

01Company-fit evidence

02Ownership and role check

03Mobile waterfall

04Mandate-specific reason

05Known exclusions

Mandate ownership

After each call

01Owner response

02Interest and timing

03Referral or correction

04Qualification context

05Meeting or next action

03 / Deal-team handoff

Continue the conversation with the owner's words, not a lead record.

The handoff preserves what the owner said, why the company fits and what the next meeting is meant to cover.

Company

Mandate fit

The target evidence that earned the call.

Conversation

Owner context

Interest, objections, timing and questions from the live conversation.

Next step

Meeting purpose

A specific reason for the owner and deal team to continue.

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.

01Is off-market sourcing just list building?

No. The service includes market construction, owner research, direct calling, rep management, qualification and meeting handoff.

02Can Coseek work around targets we already know?

Yes. Existing CRM, banker and relationship coverage can be suppressed so the campaign focuses on the uncovered market.

03How narrow can the target market be?

It can be highly specific when the evidence exists to identify the niche and there are enough callable owners to support a campaign.

04What happens when an owner says the timing is not right?

The response is recorded with the stated timing and next action. The deal team decides which long-term relationships remain worth developing.

05Does Coseek negotiate with owners?

No. Coseek opens and qualifies the conversation. The acquirer owns valuation, structure, diligence, negotiation and close.

Map the uncovered market, then call it.

We define the acquisition criteria, remove known coverage and show how much direct owner opportunity remains.

Discuss the mandate