Business brokerage and M&A

Know which owners are in-market before they call another broker.

Sam.ai finds the companies in your market whose owners are most likely in-market to sell, recapitalize, or take a call from a buyer, the decision-makers to reach, and a warm way in through someone they already trust. Then Agent Sam runs the outreach on email and LinkedIn, and nothing goes out until you approve it.

See how many owners are in-market in your market, right now. Free.

Put Sam to work FREE See plans and pricing

Free for 7 days. No card required.

Deal sourcing for the deals you work.

Deal sourcing means something different for a Main Street business broker, a sell-side M&A advisor, and a buyer looking for its next platform or add-on. Pick yours.

Main Street business brokers

Owner-operated businesses whose owners are most likely getting ready to sell in the next year or two.

Sam points you to
OwnerFounderCo-ownerGeneral managerController
A warm way in
An introduction through their CPA, attorney, or banker.
Your move
Be the broker they already know when they decide it is time.
Put Sam to work FREEMore for Main Street business brokers

Specialties

  • Retirement and successionOwners stepping back from day to day
  • Partner buyoutsOne owner ready to exit
  • Growing businessesOwners who may sell at their peak
  • Franchise resalesOwners of franchise units
  • Business and real estateOwners who also own the building

Owners decide to sell long before they list.

By the time a business is listed or a banker is hired, the owner has chosen who to call. The opening comes earlier, when something changes at the company.

How a sale decision unfoldsAn illustration, not a fixed timeline
Something changesA new leadership bench, a second location, a partner stepping back, an owner who talks about what comes next.Where you want to be
Quiet exploringThe owner asks their CPA, attorney, or wealth manager who they trust.
Listed, or a banker hiredA process is underway, and every broker and buyer is calling.Where most brokers call

What in-market means in your market.

Not a list of every business in your territory. The few owners to reach out to now, the ones for an awareness campaign, and the ones to keep warm.

in-marketadjective

Said of a company that is most likely in the market for your services, because of what is actually happening there: the moves it is making, and what its key decision-makers are doing and saying. A myriad of data points, weighed together by algorithms tuned to your industry. So the timing to reach out is real.

Not the same as intent data

Who browsed?

Intent data infers interest from online behavior: page visits, content downloads, search topics. It shows that someone was curious, often one anonymous visitor, and it reads the same way in every industry.

In-market

What is actually happening?

In-market looks at the company itself: the moves it is making, and what its key decision-makers are doing and saying. It is weighed for your industry, because what signals an office move is not what signals a hiring push.

Why “most likely”? No one can read a buyer’s mind. What Sam can do is show you why, so you can judge every call for yourself.

Sample result

What Sam hands you

An illustrative example for a business broker or M&A advisor. The companies and details are made up.

HVAC services · 60 to 80 people · Long Island, NY

On a regional list of best-run family businesses

Most likely in-market

We’re building a team that can run this without me.

The founder, in a local business interview this month

And the data backs it up

Headcount

+22%58 to 71 people

12 months agoNow

Leaders on the team

3Up from 1, a year ago

10 months agoNow

Buyers active in the sector

3 of 4Kinds of buyers circling

  • Private equity
  • Strategic acquirers
  • Search funds
  • Individual buyers

A business ready for its next owner

Deeper bench a second branchLast year compared with now

Leadership teama GM and a controller joined

Last year1

Now3

Locationsa second branch

Last year1

Now2

Employeesteam up about 22%

Last year58

Now71

The last 12 months

  1. New leadership in place
  2. Expanded to a second branch
  3. Finance team strengthened
  4. The founder stepping back from day to day
  5. Buyer interest picking up in the sector
  6. The founder: “We’re building a team that can run this without me.”

In-market for

Sell-side M&A, one of your topics

Decision-makers

Founder and CEOGeneral managerController

A warm way in

YouTheir CPAThe founder

Your move

Reach out now about their options, through the introduction.

Commercial landscaping · 40 to 55 people · Suffolk County

56

Run awarenessWatching for a business sale

3 signs so far

Some of the picture is there. Not enough to call yet.

Your move

Sam adds them to your awareness campaign, so you are the one they know when the time comes.

Plumbing contractor · 25 to 40 people · Nassau County

22

ICP fitFits your ideal client persona

Fits on

  • Industry
  • Size
  • Location

Nothing says they are in the market yet.

Your move

Keep warm. Sam moves them up the moment they are in-market.

See who is most likely in-market in your market, and why.

Put Sam to work FREEOr calculate your ROI
Free for 7 days · No card required

Every in-market owner comes with a way in.

Owners are private, and they hear from buyers and brokers every week. Sam looks for the people they already trust who can open the door.

A warm way in: Sam looks for a path to the person through people you already know.

Who owners listen to
  • Their CPA
  • Their attorney
  • Their wealth manager
  • Their banker
  • Fellow owners

So the first touch is an introduction, never a cold sale pitch. When there is no path, Sam drafts a discreet note in your voice about what changed at their company.

Then Sam runs your Playbook.

Keep your tools and let Sam hand you who to call. Or run your whole GTM/Sales Playbook on Sam.

It writes

  • Your Playbook: the owners you serve, your deal sizes, how you sound
  • Each message written for one owner, about their business
  • Email and LinkedIn in one sequence

It follows up

  • Follow-ups that adapt until they reply
  • Nothing reaches a prospect until you approve it
  • Meetings land on your calendar

It hands them to you

  • A call-ready list, ranked by engagement
  • One-click dialer with transcripts
  • Every touch on one record, in your CRM or ours
Warm introsInbound repliesOwner meetings booked

Three plans. Pick yours.

Month to month, or annual for 17% less, with your in-market companies not shared with your competitors.

Prospecting Agent

Agent Sam finds your ideal clients and runs the outreach.

  • $195 a month, or $162 billed annually
  • 500 ideal client contacts each month
  • 2,000 messages delivered each month

In-Market Agent

See who is most likely in-market, and why.

  • $495 a month, or $411 billed annually
  • Up to 30 in-market contacts each month, at up to 10 companies
  • Send them to your CRM, or let Agent Sam reach out

Scale Enterprise

Every market you cover, scanned every day.

  • Let’s talk
  • For regional and national brands
  • Office nodes, roll-up reporting, and SSO

Not sure which one pays off? Run your own numbers in about a minute.

Calculate your ROISee plans and pricing

Questions brokers and advisors ask.

“Is in-market the same as intent data?”
No. Intent data infers interest from online behavior, like page visits, downloads, and searches. It shows that someone was curious, not that a company is getting ready to buy. In-market looks at what is actually happening: the moves a company is making, and what its key decision-makers are doing and saying. Sam weighs a myriad of these data points with algorithms tuned to your industry, then shows you why each company is most likely in-market, so you can judge for yourself.
“Who is Sam built for in business brokerage and M&A?”
Main Street business brokers, lower middle market M&A advisors, and buyers: search funds, independent sponsors, and private equity teams looking for platforms and add-ons.
“Will owners feel pitched to sell?”
No. Sam looks for a warm way in through someone the owner already trusts, like their CPA or attorney, and Agent Sam writes about what changed at their business, never a blanket sale pitch. Nothing goes out until you approve it.
“Do my competitors see the same companies?”
On an annual plan, your in-market companies are not shared with your competitors. On a monthly plan, they can be shared with others in your market.
“What counts as a market?”
A market is one service in one city, for example sell-side M&A on Long Island. Two services in one city is two markets, and so is one service in two cities. In-Market Agent includes one market, and you can add more anytime.
“What will I see in the free trial?”
How many companies are in-market for what you sell right now, and in which industries. Pick a plan and Sam shows you who they are and the decision-makers to reach.

Put Sam to work in your market.
Free for 7 days.

See how many owners are in-market in your market right now, and in which industries.

Put Sam to work
No card required for the free trial.

99.98% Up-time

Always on. Always reliable. Your pipeline never sleeps.

10 Years of Sales AI

Building sales AI since 2016.

All-Covered Support

Real humans, every plan, from day one.