Thesis intake
One focused meeting: industry, region, size, target profile, and deal-breakers.
Buy-side deal origination
Off-market deal sourcing for buyers.
You decide what to buy. We find the owners, make the calls, and bring you the ones ready to talk.
Start a search2,500+companies mapped
Owner-directcontact data
Mandate-ledqualified introductions
How it works
A repeatable path from mandate to conversation.
We run the research and outreach layer around your acquisition thesis, then stay close enough to keep the right opportunities moving.
We build the list
Every business that fits, enriched with owner names and direct contact data.
You approve it
No owner hears from us until you have reviewed and approved the targets.
We call the owners
Trained callers reach out directly and document the outcome of every conversation.
Qualified intros
You meet owners who have expressed interest, paired with an in-depth business summary.
Support to LOI
We coordinate intro calls, gather available financials, and prepare a first model of the deal.
Who it's for
Built for buyers with a clear acquisition thesis.
Whether you need add-ons for an existing platform or the first company of your search, the work starts with your criteria.
PE funds
Off-market add-on sourcing tailored to your platforms and investment themes.
Search funds
A consistent, thesis-led pipeline without building a full origination team.
Family offices
Direct access to durable businesses that fit long-hold capital.
Individual buyers
Hands-on sourcing support for operators pursuing a single acquisition.
Pricing
Start with a defined search.
A focused mandate, an agreed target list, and economics aligned around closed deals.
Searcher
$1,500per month
- First 30 days free
- Cancel anytime
- Success fee only if you close
- Scaled 3% / 2% / 1% fee structure
Fund
$5K–15Kper month
- 90-day pilot engagement
- Platform-specific add-on sourcing
- Dedicated outreach cadence and reporting
- Per-close fee
Success fees apply only to closed deals and where permitted by law. Final terms are set in the engagement agreement.
Why us
Focused sourcing. Clean alignment.
Our proprietary sourcing engine reaches across Utah's lower middle market, combining structured research with direct owner conversations.
Buyer-side only
We do not represent sellers, so our process begins and ends with your acquisition criteria.
Proprietary coverage
A mapped universe of lower-middle-market companies, owners, and contact paths.
Every intro documented
Call history, owner context, qualification notes, and next steps stay attached to the opportunity.
Contact
Tell us what you want to buy.
Share the thesis, geography, and size range. We will respond with a practical view of the market and a suggested first search.
hello@promontory-advisors.com
Based in Utah