We find founder- and family-owned companies that fit your thesis, reach the owners before a banker process starts, and book qualified conversations on your calendar. Multi-threaded outreach across social, email and US-based cold callers. Done for you. Month-to-month.
The best way for PE firms to build proprietary deal flow is to reach founder- and family-owned companies before they hire a banker. That means targeting owners who show exit signals (long tenure, founder-led, no clear succession), reaching them by email and social from your own name using multi-threaded outreach across all big 3 B2B channels: social, email and US-based cold callers, following up consistently, and qualifying for fit with your thesis before the first call. These channels are coordinated so each touch reinforces the others. RGI Systems runs that whole process for PE firms across the United States.
By the time a company hires an investment banker, five other firms are already bidding. Proprietary deals command better terms and less competition.
Most founders thinking about an exit are not searching for a PE partner yet. By the time they are, the banker process is already underway.
Every hour your team spends cold calling or building prospect lists is an hour not spent on due diligence, integration planning or closing a deal.
Founder- and family-owned companies represent the largest pool of acquisition targets in the middle market. Most founders have never worked with a PE firm and are skeptical of banker processes. The PE firms who reach them first, build trust early, and show they understand their business win the deal.
Founders 50 and older, 15+ years building the business, $5M to $100M+ in revenue, no clear succession plan, and industries seeing consolidation. These founders convert far better than a broad list of every company in a sector.
Short, human messages that explain why your firm is a good fit get replies. Messages that pitch a valuation on the first touch get ignored.
Personalized research on their company, customers and market position builds credibility. Generic outreach gets deleted.
If a founder doesn't answer an email, they see you on social. Content and thought leadership make your firm 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 fit with your thesis, rough revenue range, ownership structure and real interest before a call is booked, so you talk to founders, not tire kickers.
We map your investment thesis by industry, deal size, geography and the companies you have acquired before.
Our AI pulls founders and decision makers from 30+ data sources and flags exit signals like tenure, founder-led status and succession gaps.
Personalized email and social outreach from your name, plus thought leadership content that builds trust with founders before they talk to you.
Our team handles replies, qualifies each founder for fit with your thesis and books conversations straight onto your calendar.
Custom founder prospect lists built only for you, never shared with another PE firm
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
Thought leadership content turned into short clips and posts
Human reply handling and founder qualification
Weekly reporting on conversations and booked meetings
Month-to-month. You own your data, lists and domains.
We work with lower middle market PE firms, growth equity investors and family offices across the US, including Texas, Florida, Colorado, Arizona, California, the Pacific Northwest and the Northeast. Campaigns are built around your investment thesis and geography, so you only get founders in the sectors and regions you target.
The main sources are founder referrals, industry networks, banker relationships, and direct outreach to founder-led companies. Banker processes are competitive. Proprietary deals from direct outreach to founders before they hire a banker command better terms and less competition.
Look for signals: a founder over 50, 15 or more years building the business, no clear succession plan, a recent key hire like a COO, or an industry that is consolidating. RGI builds lists from 30+ data sources filtered on those signals, then reaches out with a message about your investment thesis.
Yes, when it is targeted and handled properly. Separate sending domains, warmed inboxes, personalized messages and fast human replies keep you in the inbox and protect your main domain. Blasting a generic list does not work.
Yes. We work with lower middle market PE firms, growth equity investors and family offices. The targeting changes with deal size and thesis, but the system is the same.
No. Every list is built for you and your thesis. You own the data.
Most PE firms are live within 3 to 5 days of the onboarding call.
No. We work month to month and earn the next month by performing.
Book a strategy call. We'll look at your investment thesis and deal size and tell you straight whether we can help.
Book a CallWe find founder- and family-owned companies that fit your thesis, reach the owners before a banker process starts, and book qualified conversations on your calendar. Multi-threaded outreach across social, email and US-based cold callers. Done for you. Month-to-month.
The best way for PE firms to build proprietary deal flow is to reach founder- and family-owned companies before they hire a banker. That means targeting owners who show exit signals (long tenure, founder-led, no clear succession), reaching them by email and social from your own name using multi-threaded outreach across all big 3 B2B channels: social, email and US-based cold callers, following up consistently, and qualifying for fit with your thesis before the first call. These channels are coordinated so each touch reinforces the others. RGI Systems runs that whole process for PE firms across the United States.
By the time a company hires an investment banker, five other firms are already bidding. Proprietary deals command better terms and less competition.
Most founders thinking about an exit are not searching for a PE partner yet. By the time they are, the banker process is already underway.
Every hour your team spends cold calling or building prospect lists is an hour not spent on due diligence, integration planning or closing a deal.
Founder- and family-owned companies represent the largest pool of acquisition targets in the middle market. Most founders have never worked with a PE firm and are skeptical of banker processes. The PE firms who reach them first, build trust early, and show they understand their business win the deal.
Founders 50 and older, 15+ years building the business, $5M to $100M+ in revenue, no clear succession plan, and industries seeing consolidation. These founders convert far better than a broad list of every company in a sector.
Short, human messages that explain why your firm is a good fit get replies. Messages that pitch a valuation on the first touch get ignored.
Personalized research on their company, customers and market position builds credibility. Generic outreach gets deleted.
If a founder doesn't answer an email, they see you on social. Content and thought leadership make your firm 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 fit with your thesis, rough revenue range, ownership structure and real interest before a call is booked, so you talk to founders, not tire kickers.
We map your investment thesis by industry, deal size, geography and the companies you have acquired before.
Our AI pulls founders and decision makers from 30+ data sources and flags exit signals like tenure, founder-led status and succession gaps.
Personalized email and social outreach from your name, plus thought leadership content that builds trust with founders before they talk to you.
Our team handles replies, qualifies each founder for fit with your thesis and books conversations straight onto your calendar.
Custom founder prospect lists built only for you, never shared with another PE firm
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
Thought leadership content turned into short clips and posts
Human reply handling and founder qualification
Weekly reporting on conversations and booked meetings
Month-to-month. You own your data, lists and domains.
We work with lower middle market PE firms, growth equity investors and family offices across the US, including Texas, Florida, Colorado, Arizona, California, the Pacific Northwest and the Northeast. Campaigns are built around your investment thesis and geography, so you only get founders in the sectors and regions you target.
The main sources are founder referrals, industry networks, banker relationships, and direct outreach to founder-led companies. Banker processes are competitive. Proprietary deals from direct outreach to founders before they hire a banker command better terms and less competition.
Look for signals: a founder over 50, 15 or more years building the business, no clear succession plan, a recent key hire like a COO, or an industry that is consolidating. RGI builds lists from 30+ data sources filtered on those signals, then reaches out with a message about your investment thesis.
Yes, when it is targeted and handled properly. Separate sending domains, warmed inboxes, personalized messages and fast human replies keep you in the inbox and protect your main domain. Blasting a generic list does not work.
Yes. We work with lower middle market PE firms, growth equity investors and family offices. The targeting changes with deal size and thesis, but the system is the same.
No. Every list is built for you and your thesis. You own the data.
Most PE firms are live within 3 to 5 days of the onboarding call.
No. We work month to month and earn the next month by performing.
Book a strategy call. We'll look at your investment thesis and deal size and tell you straight whether we can help.
Book a Call