Proprietary Dealflow forOff-market Acquisition
Cavella is a buyside advisory firm for holding companies, operator-led platforms, independent sponsors, and middle market private equity. We help you map the target universe, reach company owners who have not hired a broker, and hold the first calls ourselves.
A search that starts before the sale process does
Listed and banked deals reach every buyer in the sector at the same time, and the price is set in an auction. Cavella starts earlier, with a thesis-driven search dedicated to one acquirer and aimed at owners who have not engaged a broker or banker.
Our proprietary AI search engine covers more than 3 million US businesses and builds the target universe from primary sources including state filings, permits, licensing boards, recent announcements, customer reviews, and hiring data. Every company is ranked against your buybox and each business is researched before a personalized outreach goes out.
M&A Advisory
The deal lead, a former investment banker and private equity investor, holds every owner conversation himself and stays involved through the letter of intent, with initial financials, owner communication, and offer framing.
Proprietary Sourcing
A thesis-driven search dedicated to one acquirer, aimed at owners who have not engaged a broker or banker. Our proprietary AI search engine covers more than 3 million US businesses and ranks every company against your buy box.
Strategic Partnerships
Not every conversation ends in a transaction, and the ones that do not are often worth more over time. We keep relationships warm with owners who are years from a decision, so when the moment arrives, the platform that has been in touch since the beginning
A search starts with a map, not a list
The target universe is built from primary sources rather than a purchased list. Our AI search engine runs through state filings, permit records, license board data to surface companies that have flown under your radar. Each company is ranked against your acquisition criteria into a priority list
The states and region this search will cover
The companies in the defined states and region
Revenue, employee count, margins, owner
Top priority companies we will reach out to first
Every buyer in your sector has already seen
the listed and banked deals
We find unbanked deals
Founder age
License and ownership changes
Second-generation hand-offs
Key-person departures
One mandate, one acquirer
Deal lead on every owner call
A written brief before you meet
Repeat acquirers of founder-owned businesses
Holding companies, operator-led platforms, independent sponsors, and lower middle market private equity firms making repeat acquisitions of founder-owned and family-owned businesses, typically with $2 million to $50 million of revenue, in services, trades, manufacturing, distribution, and software. Platform searches and add-ons alike.
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.