The Ideal Partner
For Firms That Value Relationship-Based Deal Sourcing
Our clients share a few key characteristics:
The Real Challenge
Why Most PE Firms Struggle to Build Consistent Deal Flow.
Your firm knows how to close deals. The challenge is finding the right opportunities before your competitors do. Most PE firms face the same three obstacles:
01
Your Team Is Already Maxed Out
With partners focused on closing deals and associates busy managing portfolio companies, nobody has 40 hours a week to reach out to founder-led businesses systematically.
02
Intermediaries Get There First
Brokers contact founders early, control the process, and run auctions. If you’re not proactive, by the time you see the opportunity, five other firms already have a head start.
03
Databases Aren’t the Answer
Access to data isn't the bottleneck — everyone has it. The bottleneck is the time to interpret it and the relationships to act on it.
Sourcing isn't the hard part. Finding a partner you'd trust to represent you in the market is. PE firms hire B. Woods not because they can't source deals, but because they can't do it consistently without distracting their team or risking their reputation.
Our Approach
Dedicated. Rigorous. Founder-Friendly.
We’re your full-time deal sourcing engine, not consultant advisors. Here’s what makes us different:
We Qualify First
You don't see raw leads. We have real conversations to assess genuine interest, timing, and fit before making introductions.
We Speak Fluent Founder
Every message is researched, personalized, and respectful. We position you as a long-term partner, not a transaction chaser. That's why founders take our calls.
We Protect Your Reputation
Every target is checked against your CRM before outreach. No duplicate contacts. No damaged relationships. Every conversation documented.
OUR PROCESS
Transparent. Disciplined. Repeatable.
Our transparent six-step process turns disciplined research into genuine relationships and qualified deal flow.
01
Criteria
Define your ideal target profile in detail—industry focus, size thresholds, geography, management characteristics, and deal parameters.
02
Target List
Build a custom list of founder-led businesses using proprietary research, databases, and market intelligence.
03
Conflict Check
Review every target against your CRM and existing relationships to avoid duplicate outreach or conflicts.
04
Outreach
Contact founders with personalized, respectful messages that position us as independent researchers exploring fit.
05
Qualification
Contact founders with personalized, respectful messages that position us as independent researchers exploring fit.
06
Handoff
Deliver qualified introductions with detailed executive briefings, conversation notes, and next-step recommendations.
01
Lower-middle-market private equity firms
02
They seek $3M+ EBITDA targets
03
They value quality over quantity
04
They appreciate transparency