AI-Native

M&A Deal Sourcing,

Run as a Service

We source for investment banks, running the full origination workflow from criteria to qualified conversation, on your mandate.

Built by bankers. Operated by Sorsr. You receive qualified conversations, not another tool to operate.

And the best part — we don't charge until you sign your first engagement letter.

The work we take off your desk

We're a team of ex-investment bankers who lived the manual sourcing grind. Sorsr runs that grind for you:

the list-building, the cross-checking, the cold outreach, the follow-ups, so your team works only the conversations worth their time.

Targeted sourcing

We build the universe from your thesis, not a static list. Ownership structure, financial profile, geography, succession signals, sector adjacency — sourced live from public information, not a stale database.

Multi-signal qualification

Every candidate is researched across the dimensions an analyst would check: financials, ownership and cap-table signals, recent news, filings, products, operations, and prior investor activity.

Decision-maker outreach

Personalized, mandate-specific outreach to owners, founders, and operators — sent from Sorsr-operated identities under standard M&A discretion. Your identity is disclosed when a thread reaches genuine interest, not before.

Qualified handoff

When a target replies with intent, we hand the conversation to your team with the full research package and thread history. No CRM hygiene work for you.

Any mandate, Sorsr can run

From founder-owned roll-up targets to thematic acquisition opportunities: if it can be defined, our agent can source it.

Roll-up Targets

HVAC and plumbing service businesses across the Midwest, $3M to 15M revenue, founder-led, with no private equity on the cap table

Legacy Family Businesses

Family-owned distribution companies, founded before 1990, with no private equity backing

Strategic Companies

Precision machining shops in Texas with an owner older than 60, still owned by the founders, and have revenue >$5M

Succession Targets

Owner-operated manufacturing businesses in the Southeast where the founder has no identified successor

How a mandate runs

For each mandate, we run the origination pipeline end-to-end. You see only the part that matters:

founders and operators who fit your criteria and are open to a conversation.

Intake

A working session to define the mandate: criteria, thesis, deal profile, disclosure preferences, exclusivity. We document the hard constraints (never relax) and the soft ones (where we may broaden if the initial slice tightens).

Intake

A working session to define the mandate: criteria, thesis, deal profile, disclosure preferences, exclusivity. We document the hard constraints (never relax) and the soft ones (where we may broaden if the initial slice tightens).

Outreach

Outreach goes out under our identities, blind to your name by default. Cadence, content, and volume are managed by our operators within ramp and reputation limits.

Search Plan

Chat with our sourcing-agent to refine and finalize your search criteria. SORSR follows your final search plan to initiate the research phase.

Complex Automation

SORSR researches 1,000 companies simultaneously: evaluating websites, news, SEC filings, and more to find matches.

Ranked Results

You receive a ranked list of matches, divided into tiers. Each match includes detailed up-to-date company data and verified contacts.

Search Plan

Chat with our sourcing-agent to refine and finalize your search criteria. SORSR follows your final search plan to initiate the research phase.

Search Plan

Chat with our sourcing-agent to refine and finalize your search criteria. SORSR follows your final search plan to initiate the research phase.

Sourcing and qualification

Our agent identifies and researches candidates against your criteria. Our operators review the pipeline, approve outreach archetypes, and supervise the work. You see weekly progress without managing it.

Handoff

Interested replies are surfaced to your team within the day, with the full research file and conversation context attached. Your team takes the meeting; we close the loop.

Complex Automation

SORSR researches 1,000 companies simultaneously: evaluating websites, news, SEC filings, and more to find matches.

Complex Automation

SORSR researches 1,000 companies simultaneously: evaluating websites, news, SEC filings, and more to find matches.

Ranked Results

You receive a ranked list of matches, divided into tiers. Each match includes detailed up-to-date company data and verified contacts.

Ranked Results

You receive a ranked list of matches, divided into tiers. Each match includes detailed up-to-date company data and verified contacts.

Why this works as a service

Sourcing services aren't new. What's new is being able to run them at the depth and volume of an in-house team, without one.

Built by the people who did it manually

We know which parts of sourcing are judgment (which a model can't replace) and which are overhead (which it should absorb). We automated the overhead and kept the judgment with our operators.

Continuous, not batched

Most sourcing engagements deliver a list, then go quiet. Mandates we run produce qualified conversations on a rolling basis — sourcing, outreach, and follow-up move every day the mandate is live.

Operators behind every send

Confidentiality, copy, conflict-of-interest, escalation — these are human calls. Our team makes them.

Automation handles scale; we handle accountability.

Let's discuss a mandate

We start with a 30-minute conversation about what you're sourcing for and how we'd run it.

No deck, no demo, just a working call.

Common questions

What does Sorsr actually do for a mandate?

We run the full origination workflow: sourcing candidates against your criteria, researching each across the standard M&A diligence signals, conducting outreach under our identities, and handing qualified conversations to your team. You provide the mandate and take the meetings. We do everything in between.

How does this differ from a list provider or a database tool?

How long does a mandate take to start producing meetings?

How do you handle confidentiality?

Where does Sorsr get its contact and company data from?

Who actually sends the outreach?

How do you price?

Can I see what's happening on my mandate?

What if we already use a sourcing tool?