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CAVELLAADVISORY
AI-native buyside origination

Map the buy box. Then pick up the phone

Software builds the target universe and ranks every company against the mandate. People run the outreach, one owner at a time. The deal lead holds every call. There is no offshore call center, no dialer, and no appointment setter anywhere in the process.

The target universe

Every company in the buy box, ranked against it

The search covers more than 3 million US businesses and is cut to the mandate. The universe is built from primary sources rather than a purchased list: state filings, permits, licensing boards, recent announcements, customer reviews, and hiring data. Each company is ranked against your buy box into a priority list, a watch list, and screened-out names.

Every company on the priority list is researched before a note is written. Outreach goes by email and phone, written for that owner and that business, and sent one by one. You approve how the outreach reads before anything goes out.

Founder age

License and ownership changes

Lapsed renewals

Second-generation hand-offs

Key-person departures

Litigation

Recent announcements

About 12 percent of the owners contacted have replied to date, in sectors where owners often do not reply at all. That is a record of responses so far, not a rate to underwrite and not a promise of meetings.

The call

The deal lead, not a script

Our deal lead runs every search and holds every owner conversation. He comes from investment banking and private equity, so the first call can stay on succession, valuation, and what a sale means for employees, rather than on a pitch.

On the call we represent you and the opportunity, qualify the owner, and say plainly when an owner will not engage. We set no price expectations before an official introduction.

The brief

What arrives before you meet

Before an introduction, Cavella confirms three things and reads two more.

01Size, revenue mix, and ownership
02Initial financials
03The owner’s intent to sell
04What the owner wants
05Who else has approached them

You meet the owner and decide how to proceed. We stay involved through the letter of intent, with initial financials, owner communication, and offer framing.

A first engagement

Four weeks, then a decision

01

Day 1

Align the mandate in one working session. Sector, size, geography, deal type, and deal-breakers, plus the traits a screen can miss: succession dynamics, local reputation, and why a business is worth owning. Companies already in your pipeline are carved out of the search.
02

Weeks 1 to 4

Map the target universe, send the outreach you approved, and take every owner call ourselves. The deliverable is a weekly pipeline review: who was contacted, who replied, and what happens next. Your feedback shapes the next round.
03

As owners surface

Qualify each owner. The deliverable is a written brief, then an introduction. At week 4 you decide whether to extend. By then you should know whether we can reach owners you could not.

There is no quota of introductions and no activity count to hit. The weekly update is the record.

Alignment

For you alone

How Cavella describes the work, set next to a business broker and a mass-outreach sourcing firm.
QuestionBusiness brokerMass-outreach sourcing firmCavella
Works forThe sellerYou, and often buyers you compete withYou alone
What you seeCompanies already for sale, shown to every buyerOwners reached by mass emailOff-market companies across the whole buy box, researched and contacted one by one
Who callsThe broker, for the sellerA scripted calling teamThe deal lead, a former investment banker and private equity investor
What reaches youA memorandum written to sell the companyA booked meetingInitial financials reviewed, a written brief, and an owner who intends to sell

This is Cavella’s framing of a search. It is not a survey of other firms.

Tell us your mandate

The deal lead takes the first working session. The mandate is scoped to sector, size, geography, and deal type, and the search starts from there.

The contact form goes to the deal lead directly, not to a shared inbox.