We find business owners across the US and Canada who show transition signals, start real conversations with them using multi-threaded outreach across all big 3 B2B channels: social, email and US-based cold callers, and book qualified seller appointments on your calendar. Done for you. No SDR hire.
CPAs, lawyers and past clients send great deals, but not on a schedule. Some months are full, some are empty.
Most owners thinking about an exit are not searching for a broker yet. By the time they are, three other brokers are already talking to them.
Every hour you spend cold calling or building lists is an hour you are not valuing, marketing or closing a business.
Business owners across all industries and geographies are evaluating their options. Most have not yet contacted a broker. The brokers who reach them first with a genuine conversation win the listing. For M&A advisors and lower-middle-market firms, the opportunity is even larger: niche industries with consolidation activity, owners managing complex exits, and deal sizes that require sophisticated targeting and qualification. These firms often serve specific verticals—healthcare, manufacturing, professional services, technology—where deep industry knowledge and targeted outreach unlock deal flow that generalist brokers miss. By focusing on owners showing documented transition signals and building relationships with key decision-makers before formal processes begin, M&A advisors can establish themselves as trusted advisors early in the exit journey. This approach is especially effective in lower-middle-market segments ($5M to $50M EBITDA) where owners value confidentiality, industry expertise, and a consultative process over transactional speed.
Owners showing succession gaps, no family member in leadership, recent key hires like a general manager or COO, and industries seeing consolidation activity. These owners convert far better than a broad list of every company in a zip code.
Short, human messages that ask about their plans for the next few years get replies. Messages that pitch a valuation on the first touch get ignored.
Offers like a free, confidential valuation or a no-obligation exit conversation get more replies than talking about your brokerage.
If an owner doesn't answer an email, they see you on social. Content and short video make your name familiar before the call.
Most replies come after the second or third touch. A four-step sequence spaced over about two weeks beats one message and a guess.
We confirm timeline, rough revenue or SDE range and real interest before a call is booked, so you talk to sellers, not tire kickers.
We map your ideal listing by industry, deal size, geography and the deals you have closed before.
We identify owners and decision makers showing transition signals like succession gaps, recent key hires, and industry consolidation activity.
Personalized email and social outreach from your name, plus video content that builds trust with owners before they talk to you.
Our team handles replies, qualifies each seller and books appointments straight onto your calendar.
• Custom seller lead lists built only for you, never shared with another broker
• Managed cold email engine: domains, inboxes, warmup and deliverability handled, up to 15,000 emails a month
• Social outreach from your own profile, inside safe daily limits
• Recorded video interviews turned into short clips and posts
• Human reply handling and seller qualification
• Weekly reporting on conversations and booked appointments
• Month-to-month. You own your data, lists and domains.
We work with Main Street business brokers, lower middle market M&A advisors and exit planning firms across the US and Canada, including Ontario, British Columbia, Alberta, Quebec, Texas, Florida, Colorado, Arizona, California, the Pacific Northwest and the Northeast. Campaigns are built around your territory, so you only get owners in the markets you serve. Canadian campaigns follow CASL and US campaigns follow CAN-SPAM.
RGI Systems helps business brokers identify and reach owners showing transition signals—succession gaps, recent key hires, industry consolidation activity, and documented exit planning. We coordinate outreach across email, social and US-based cold calling to start real conversations with qualified prospects.
Look for a partner who understands lower-middle-market dynamics, can target specific verticals and deal sizes, qualifies prospects before booking, and respects confidentiality. The best firms combine data research with human outreach and provide transparent reporting on conversations and appointments booked.
Multi-channel outreach is essential. Combine email from a separate, warmed domain with social presence and US-based cold calling. Owners who ignore email may respond to a phone call. Owners who do not use social may be reached via email. The combination of channels ensures you reach prospects regardless of their preferred communication method.
Transition signals indicate an owner is evaluating options, not that they have decided to sell. Signals like succession gaps, recent key hires, and industry consolidation activity suggest openness to a conversation. Our qualification process confirms timeline and real interest before a meeting is booked.
Yes. We work with Main Street brokers, M&A advisors, and exit planning firms across the US and Canada. For lower-middle-market firms, we focus on niche industry targeting, sophisticated qualification, and deal structures that align with your practice.
No. Every list is built for you and your territory. You own the data, the domains, and the prospect relationships. Lists are never shared with other brokers.
No. We work month-to-month with no long-term contract and no per-deal fees. You pay a flat monthly fee for coordinated outreach, qualification and appointment booking. You own your data and can pause or cancel anytime.
Book a strategy call. We'll look at your territory and deal size and tell you straight whether we can help.
Book a CallExplore our other lead generation and appointment setting services:
We find business owners across the US and Canada who show transition signals, start real conversations with them using multi-threaded outreach across all big 3 B2B channels: social, email and US-based cold callers, and book qualified seller appointments on your calendar. Done for you. No SDR hire.
CPAs, lawyers and past clients send great deals, but not on a schedule. Some months are full, some are empty.
Most owners thinking about an exit are not searching for a broker yet. By the time they are, three other brokers are already talking to them.
Every hour you spend cold calling or building lists is an hour you are not valuing, marketing or closing a business.
Business owners across all industries and geographies are evaluating their options. Most have not yet contacted a broker. The brokers who reach them first with a genuine conversation win the listing. For M&A advisors and lower-middle-market firms, the opportunity is even larger: niche industries with consolidation activity, owners managing complex exits, and deal sizes that require sophisticated targeting and qualification. These firms often serve specific verticals—healthcare, manufacturing, professional services, technology—where deep industry knowledge and targeted outreach unlock deal flow that generalist brokers miss. By focusing on owners showing documented transition signals and building relationships with key decision-makers before formal processes begin, M&A advisors can establish themselves as trusted advisors early in the exit journey. This approach is especially effective in lower-middle-market segments ($5M to $50M EBITDA) where owners value confidentiality, industry expertise, and a consultative process over transactional speed.
Owners showing succession gaps, no family member in leadership, recent key hires like a general manager or COO, and industries seeing consolidation activity. These owners convert far better than a broad list of every company in a zip code.
Short, human messages that ask about their plans for the next few years get replies. Messages that pitch a valuation on the first touch get ignored.
Offers like a free, confidential valuation or a no-obligation exit conversation get more replies than talking about your brokerage.
If an owner doesn't answer an email, they see you on social. Content and short video make your name familiar before the call.
Most replies come after the second or third touch. A four-step sequence spaced over about two weeks beats one message and a guess.
We confirm timeline, rough revenue or SDE range and real interest before a call is booked, so you talk to sellers, not tire kickers.
We map your ideal listing by industry, deal size, geography and the deals you have closed before.
We identify owners and decision makers showing transition signals like succession gaps, recent key hires, and industry consolidation activity.
Personalized email and social outreach from your name, plus video content that builds trust with owners before they talk to you.
Our team handles replies, qualifies each seller and books appointments straight onto your calendar.
• Custom seller lead lists built only for you, never shared with another broker
• Managed cold email engine: domains, inboxes, warmup and deliverability handled, up to 15,000 emails a month
• Social outreach from your own profile, inside safe daily limits
• Recorded video interviews turned into short clips and posts
• Human reply handling and seller qualification
• Weekly reporting on conversations and booked appointments
• Month-to-month. You own your data, lists and domains.
We work with Main Street business brokers, lower middle market M&A advisors and exit planning firms across the US and Canada, including Ontario, British Columbia, Alberta, Quebec, Texas, Florida, Colorado, Arizona, California, the Pacific Northwest and the Northeast. Campaigns are built around your territory, so you only get owners in the markets you serve. Canadian campaigns follow CASL and US campaigns follow CAN-SPAM.
RGI Systems helps business brokers identify and reach owners showing transition signals—succession gaps, recent key hires, industry consolidation activity, and documented exit planning. We coordinate outreach across email, social and US-based cold calling to start real conversations with qualified prospects.
Look for a partner who understands lower-middle-market dynamics, can target specific verticals and deal sizes, qualifies prospects before booking, and respects confidentiality. The best firms combine data research with human outreach and provide transparent reporting on conversations and appointments booked.
Multi-channel outreach is essential. Combine email from a separate, warmed domain with social presence and US-based cold calling. Owners who ignore email may respond to a phone call. Owners who do not use social may be reached via email. The combination of channels ensures you reach prospects regardless of their preferred communication method.
Transition signals indicate an owner is evaluating options, not that they have decided to sell. Signals like succession gaps, recent key hires, and industry consolidation activity suggest openness to a conversation. Our qualification process confirms timeline and real interest before a meeting is booked.
Yes. We work with Main Street brokers, M&A advisors, and exit planning firms across the US and Canada. For lower-middle-market firms, we focus on niche industry targeting, sophisticated qualification, and deal structures that align with your practice.
No. Every list is built for you and your territory. You own the data, the domains, and the prospect relationships. Lists are never shared with other brokers.
No. We work month-to-month with no long-term contract and no per-deal fees. You pay a flat monthly fee for coordinated outreach, qualification and appointment booking. You own your data and can pause or cancel anytime.
Book a strategy call. We'll look at your territory and deal size and tell you straight whether we can help.
Book a CallExplore our other lead generation and appointment setting services: