The Ultimate AI-Powered Platform for Accelerated Deal Origination
Source, Evaluate, and Advance M&A Opportunities with Unmatched Speed and Precision
OmniSource leverages cutting-edge AI to seamlessly aggregate on-market, pre-market, and exclusive off-market deals into a tailored pipeline. Gain rapid access to enriched insights, pre-LOI data, and competitive edges that empower your team to secure high-value opportunities before they crowd. Elevate your strategy—unlock the deals that drive true market dominance.
Trusted By Leading Firms, Funds & Family Offices
Streamline Your Acquisition Pipeline
One Collaborative Platform For Your Team & Ours
Centralized Deal Tracking
Manage your entire pipeline in one intuitive platform, with comprehensive deal monitoring and data-driven insights.
Team Collaboration
Empower your M&A / BD team to work together seamlessly, share information, and make informed decisions on deal sourcing & pre-diligence activities.
Increased Productivity
Eliminate time-consuming manual processes and focus on what matters most - sourcing and closing deals consistently.
On-Market Opportunities
Broker Deals Matching Your Mandate
Proactive Dealmaking
Access a carefully vetted selection of on-market deals proactively sourced from across your target industry, verified to fit well with your acquisition criteria. New suggested targets added daily depending on mandate.
Precise Matching With AI Verification
OmniSource's advanced algorithms & built-in AI deal verification ensure the deals you see are tailored to your specific mandate.
Real-Time Data & Updates
Stay ahead of the competition through early access, enriched data & daily updates on new, relevant broker-driven opportunities as they come to market.
Off-Market Gems
Unlock the Power of AI Applied To Private Market Data
Proprietary Data
Approve or reject new off-market targets daily, leveraging real-time crawling of private company data that matches your mandate.
Collaborative, Targeted Outreach
Leverage our team and yours, as we implement our proven process to identify and engage with high-potential targets across multiple channels consistently over time.
Competitive Omnipresence
If you're not the first to reach out and start building relationships with targeted company leadership, you'll certainly be the most top-of-mind as we leverage our tech & process to nurture key stakeholders and stay omnipresent.
The OmniSource Funnel
Intelligent Sourcing
Leverage our data & AI-powered algorithms to identify the most promising on-market and off-market acquisition targets that match your criteria.
Robust Outreach
Efficiently engage with prospective targets through personalized, multichannel outreach campaigns across your brand & ours.
Streamlined Evaluation
Quickly evaluate and prioritize deals based on detailed scorecard, financial and operational data, allowing you to focus on the best opportunities.
Seamless Pre-Diligence
Leverage AI-powered deal scorecard insights for each opportunity you get to the founder discovery meeting stage of the transaction.
Win "Speed To Insight"
Multiply Your Wins With Faster, Broader & Deeper Insights Into The Highly Fragmented LMM
Proactive Sourcing
OmniSource continuously identifies and surfaces the best-fit acquisition opportunities for your business.
Personalized Insights
Receive tailored recommendations based on your specific deal opportunity related to investment criteria and deal preferences.
Increased Productivity
Spend more time on high-value activities and less time on manual deal research and outreach.
Competitive Advantage
Be the first to discover and engage with the most promising acquisition targets in the market.
Unparalleled Visibility
Comprehensive Deal Coverage
Deal Pipeline
Visualize your entire acquisition pipeline, from initial outreach to closing.
Real-Time Updates
Stay informed on the latest BD developments and sourcing progress for each deal in your pipeline.
Actionable Insights
Leverage data-driven analytics to identify low-performing sourcing channels, measure performance, and optimize your BD processes.
Empower Your Entire Team
Collaborative Deal Management and Insights
Seamless Collaboration
Enable your team to work together seamlessly with ours, to share information, and to make informed decisions on BD activities.
Team Access
Get your port co. CEO's BD reps and even your interns into your company, firm or fund OmniSource account to streamline the process and maximize your chances of deal success.
Centralized Data
Eliminate data silos and ensure everyone is working from a single, up-to-date source of biz dev truth.
FAQs
Book A Demo For More Information
What is OmniSource™?
OmniSource™ is an AI-powered platform designed for streamlining M&A deal sourcing, enrichment, and management in the lower middle market. It aggregates on-market, coming-to-market, and off-market proprietary deals into a customized, bespoke funnel for corporate development teams, private equity firms, or business development groups. It uses cutting-edge data analytics, advanced AI, and collaboration tools to identify high-value opportunities with precision, accelerating deal velocity while reducing manual effort.
What is the investment and onboarding process?
Fees are plan-specific, with a success-based component. Onboarding involves setup, customization, team integration, and launching sourcing activities. Next steps include finalizing agreements and mandate criteria.
The recommended plan is tailored to your needs and combines OmniSource™ with collaborative efforts of our own team and yours for sourcing relevant opportunities, ensuring focus on pre-screened deals that align with your goals.
How does the partnership support broker deals?
Through our network, platform & data we identify, vet, and handle initial interactions for brokered deals, confirming key details and assessing fit before handing them off for your review and next steps.
What about off-market opportunities?
Using AI tools, we find and qualify off-market targets, enrich data, and conduct outreach through various channels to build momentum and facilitate initial meetings.
What support is provided for discovery and beyond?
For scheduled founder meetings, we provide essential insights gleaned from real conversations, data and AI-fueled analysis to prepare your team for a productive discovery meeting. Ongoing support is available for follow-up needs through to transaction close.
What are the main benefits and how is delivery handled?
Benefits include targeted flow, efficient AI-driven processes, improved conversions, and quicker insights. Delivery features regular reviews, real-time updates, and coordinated reporting.