Proactive Deal Origination for M&A Firms — Banker-Grade, Identity-Driven Engine
Programmatic Email + Anonymous Website Idenitification + Micro-Demo Pilot for Securing Proprietary Deal Flow
Book Time with Marc
Engagement Overview & Investment (Representative)
Setup
$8,000
One-Time
Monthly
$6,000
3-Month Pilot
Commitment
No Subscriptions
No Long-Term Contracts
A pure performance-focused engagement designed to prove ROI within 90 days. You control scale and continuation based on measurable lead flow and closed mandates.
What You Get — Qualified Deal Flow from Day One
Every banker cohort receives a steady flow of 10–20 right-fit ICP leads per week — not generic contacts, but qualified prospects aligned to your firm's deal thesis, subsector specialization, and buyer/seller strategy.
These leads include:
  • Verified firmographic and behavioral intelligence from IdentityMatrix.
  • Named decision-makers (founders, CEOs, corp dev executives) with intent data.
  • Alignment to your live investment theses and sector mandates.
Your origination team receives enriched, actionable introductions directly into your CRM, allowing immediate engagement, micro-demo personalization, and meeting conversion.
Executive POV: Built for Business Development Leaders at Mid-Market & Enterprise Investment Houses
You're an Investment Banking Leader competing for proprietary conversations in sectors where timing, credibility, and pattern recognition decide who wins the mandate. This system is designed for sector-specialist banks—media, tech-enabled marketing services, business information—who must scale thematic coverage, increase management-meeting velocity, and operationalize off-market origination without diluting brand or compliance standards.

What this delivers: a banker-grade origination engine that fuses programmatic outreach, personalized micro-demos, and website de-anonymization (IdentityMatrix) to identify, educate, and convert sellers and buyers months before a formal process—all wired into your CRM, alerts, and meeting workflow.
The Banker's Origination Constraint
Limited proprietary access creates information asymmetry.
By the time a deal is broadly known, your differentiation and leverage narrow.
Manual prospecting can't scale.
One-to-one calls and networking are essential, but they can't reliably blanket a fragmented lower-middle market across geographies and subsectors.
Mandate timing is upstream.
First conversations with founders and corp dev heads typically occur 6–18 months before a teaser or banker outreach.
Outcome: Without a data-and-content system, even elite banks are limited by human bandwidth and chance timing.
The Proactive Origination Engine (Banker Version)
A three-part system that operationalizes your coverage model:
01
Programmatic Email
Compliant, reputation-safe sequences that scale sector-specific education and start founder dialogues.
02
Micro-Demos (90–180s)
Personalized video briefings that compress trust-building and convert interest into management meetings.
03
IdentityMatrix
Website de-anonymization that transforms anonymous traffic into named decision-makers with intent signals, routed to the right banker in real time.
North Star: more proprietary first meetings with the right owners and acquirers, earlier in the arc, with banker-grade controls.
Banker-Grade Infrastructure & Compliance
Domain & Inbox Architecture
20 branded domains / 40 authenticated inboxes with SPF/DKIM/DMARC; AI-assisted warming; reputation governance.
Human + AI Reply Desk
Triage, qualify, and escalate; sentiment and intent classification; banker routing by sector/geo.
Compliance Posture
No MNPI capture; unsubscribe & preference center; content libraries with legal-approved language; optional do-not-contact syncing.
Data Protection
Opt-out enforcement, audit logs, and CRM-based governance; GDPR/CCPA-aligned handling.

Principle: Origination content is educational thought leadership (sector multiples, readiness checklists, diligence prep)—never deal-specific leakage.
Precision Targeting for M&A Coverage
Seller Identification
  • Founders/owners with 10+ years tenure; succession-prone verticals (industrial, healthcare, B2B services, media/marketing tech).
  • Revenue bands $5M–$100M+; region and sub-sector filters.
Buyer Intelligence
  • PE add-on mapping by platform thesis; family offices with explicit criteria; corporate development by ICP and synergy markers; independent sponsors by geography.
Dormant CRM Reactivation
  • Enrich legacy records; refresh contacts; re-engage prior conversations aligned to updated theses.
Messaging Framework for Bankers
Seller Education Series
  • "Is this the right window for a strategic process?"
  • "Valuation drivers in [Subsector]: revenue quality, mix, retention, exposure to AI tailwinds."
  • "Readiness: FP&A cadence, KPI instrumentation, data room hygiene."
Buyer Engagement Series
  • "Off-market pipeline themes we're seeing in [Subsector/Geo]."
  • "Quarterly sector heat map: multiples, consolidation vectors, and deal catalysts."
  • "Platform vs add-on signals: where we're actively curating."
Tone: Bankerly, thesis-driven, and evidence-based—zero transactional breathlessness.
Micro-Demo Strategy (90–180 Seconds)
Each high-intent contact receives a sector-specific video brief that accelerates trust:
1
Structure
1) market context (what's changing), 2) what this means for founders/strategics, 3) how our process works, 4) CTA to book.
2
Personalization Inputs
Sector, geo, scale, recent content consumed, firmographic signals.
3
Delivery
Embedded in email + calendar link; auto-follow-ups until meeting.
Examples (Tailored to Media / Tech-Enabled Marketing Services / Information):
"CTV & retail media convergence: where premium yield meets performance—what that means for valuation durability in 2026."
"CDP/first-party data: how revenue quality narratives and attach-rates are underwriting higher multiples."
IdentityMatrix: Personal-Level Website Identification → Live Banker Conversations
Your best prospects are already on your site—reading valuation guides, sector outlooks, or track record pages. Without de-anonymization, they vanish into analytics. With IdentityMatrix, they become named decision-makers with context, inside your CRM, routed to the right banker within minutes.
Step 1 — Pixel & Intent Fabric
  • Deploy the IdentityMatrix pixel across valuation tools, readiness checklists, sector reports, deal credentials, leadership bios.
  • Create an intent fabric: page categories + behaviors (time on page, depth, sequence, repeat visits) → seller research, buyer diligence, competitive check.
  • Calibrate thresholds to your sectors and sales cycle length.
Step 2 — Entity Resolution & Personal Enrichment
  • Resolve visitor → company/domain with firmographics (industry, revenue, headcount, HQ).
  • Enrich to person-level: likely CEO/founder/CFO/corp dev; verified professional emails; LinkedIn; role seniority.
  • Create a time-stamped Warm Visit record with last-content-seen and intent classification.
Step 3 — Real-Time Routing & Outreach
  • Fire Slack/Teams alerts to the owning banker (sector/geo rules).
  • Trigger a tailored email + micro-demo sequence referencing the content consumed: "Noticed you explored our [Sector] valuation brief—happy to send a two-minute market update tailored to [Subsector/Geo]."
  • Route top-tier signals (e.g., repeat valuation tool usage) to immediate human follow-up.
Step 4 — Micro-Demo Personalization at Scale
  • Use IdentityMatrix data to personalize the 90–180s video: sector name-checks, growth vectors (e.g., retail media, CTV, CDP), and likely objectives (succession vs. growth capital vs. carve-out).
  • Include one-click calendar; auto-sequence respectful reminders.
Step 5 — Qualification → Nurture or Meeting
  • Human qualification validates fit and timing; log to CRM with stage codes.
  • If not ready, shift to high-touch nurture aligned to their interest (e.g., "Data room readiness for content platforms," "Pricing power in performance marketing MSPs").
Why this matters for bankers
  • First-mover advantage on latent sellers and active buyers.
  • Signal-rich behavior spots valuation benchmarking and thesis testing early.
  • Conversion efficiency: behaviorally qualified conversations book at materially higher rates than cold lists.
  • Defensibility: your team shows up with context long before a teaser exists.

Bottom line: IdentityMatrix closes the loop between website curiosity and banker calendars—turning owned media into a durable origination asset.
CRM & Banker Workflow Interlock
Salesforce / HubSpot / DealCloud sync
Dedupe, engagement history, stage progression, banker ownership.
Governance
Do-not-contact lists; role-based access; audit trails; MNPI avoidance by design.
Signals → Actions
Warm Visit → alert → sequence → micro-demo → meeting, fully observable in CRM.
Daily Operating Rhythm (What "On" Looks Like)
1
Morning (Automated)
  • 500–700 sector-specific outreach touches.
  • IdentityMatrix identifications + follow-ups queued.
2
In-Day (Live)
  • Real-time alerts; banker reply management; micro-demo creation and delivery.
3
Weekly (Optimization)
  • Sequence and subject line tests; new prospect list enrichment; sector narrative refresh; measurement against first-meeting and mandate KPIs.
Banker KPIs That Matter
1
Qualified Leads
10–20 right-fit ICP leads per week per banker or cohort, aligned to deal thesis and specialization.
2
First Conversations
(seller & buyer) per sector / banker.
3
Management Meetings
Booked from warm signals.
4
Exclusive/Preferred Engagements
Initiated.
5
Pipeline Quality
Proportion of opportunities tied to upstream signals (IdentityMatrix, thesis campaigns) vs. reactive.
Implementation Timeline — 25-Day Rapid Deployment
Week 1
Coverage ICP refinement; message library; video playbook; CRM mapping.
Week 2
Domain/inbox build; warming; database development; IdentityMatrix pixel; alert/routing rules.
Week 3
CRM integration QA; reply desk activation; campaign launch across seller/buyer sequences; micro-demo cadence live.
Week 4 (Days 21-25)
Go Live!
Optimization sprint; creative and thesis A/Bs; full operational handoff.
Sector-Specific Add-Ons (Media, Tech-Enabled Marketing, Information)
Thematic Theses
CTV/retail media convergence; CDP/first-party data; agency roll-ups; content IP monetization; data subscriptions.
Deal Theater
Banker-authored short memos and micro-demos that translate thesis → "why now" for founders and corp dev.
Add-On Maps
PE platform compatibility matrices; target shortlists refreshed monthly via IdentityMatrix signals.
What Changes for Your Bank
Your website becomes an always-on banker
That identifies and routes real humans.
Your coverage model becomes programmatic
Without losing banker judgment.
Your pipeline becomes earlier, warmer, and more exclusive
Thesis-led origination, identity-level intelligence, and banker-grade governance. That's how you engineer the first conversation—and the mandate.
Book Time with Marc
Schedule a conversation to explore how programmatic origination and IdentityMatrix can unlock your next phase of proprietary deal flow.