The platform
A mandate, a queue, and one pipeline.
OmniSource is a platform and a team working the same board. The platform identifies and scores; the team assesses, qualifies and runs the outreach. What reaches your partners is a deal you can price, with a conversation already in progress.
Omnifunnel
Search deals or targetsFiltersMandate: Industrial and essential services
Parked — under LOI elsewhere, recheck scheduled
End to end
What actually happens, in order
Four stages, from mandate to deal insight — what our team does at each one, and what your team sees on the day.
01
Mandate
One working session turns your buy criteria into a record the whole pipeline is scored against.
Sectors, geography, revenue and EBITDA floors, ownership profile, structure, and the exclusions that matter — the things you would otherwise repeat on every intro call. Keywords carry the texture a screen cannot: recurring contracts, route-based, multi-site. The mandate is versioned, so tightening it after a month of review is a normal move rather than a restart.
- Our team
- We document the mandate with you and translate it into what the platform matches on.
- Your team
- One record, editable, that every target on the board is scored against.
Mandate
Industrial and essential services — add-on program
- Sectors
- Specialty contracting, industrial services, facilities services
- Geography
- Southeast, Mid-Atlantic, Texas
- Revenue floor
- $3,000,000
- EBITDA floor
- $1,000,000
- Ownership
- Founder or family owned
- Structure
- Control, add-on to platform
Keywords
preventive maintenancerecurring contractsroute-basedunion-freemulti-siteresidential new constructionstaffing
02
Targets to Review
Matched companies arrive daily. Approve or reject. That is the whole recurring workload.
New targets land in the review queue as the platform matches them — off-market companies from research and outreach, pre-market deals an intermediary has signed but not distributed, and on-market listings across the brokerage network. A thumbs-up moves a target into outreach; a thumbs-down teaches the mandate. Nothing needs a meeting to progress.
- Our team
- We source and enrich the targets, then verify anything you approve before it is worked.
- Your team
- A short daily queue with the financials in front of you, and one decision per row.
Targets to Review
Search deals or targetsFilters1–6 of 7
| Company | Location | Annual Revenue | EBITDA | SDE | Actions |
|---|---|---|---|---|---|
| Precision machining company | OH, US | $12,400,000 | $2,400,000 | — | |
| Commercial HVAC services provider | TX, US | $6,100,000 | $1,050,000 | — | |
| Environmental remediation contractor | NC, US | $9,250,000 | $1,800,000 | — | |
| Route-based facilities maintenance | GA, US | $4,880,000 | — | $1,120,000 | |
| Industrial coatings applicator | MI, US | $3,200,000 | $610,000 | — | |
| Water treatment services group | MN, US | $4,600,000 | $940,000 | — |
03
Omnifunnel
Every approved target on one board, moving through the stages your team already uses.
Reaching Out, Following Up, Engaged, Meeting, Under Review, Offer, Under Contract — with In Limbo for deals parked under someone else's LOI and rechecked on a date rather than forgotten. Advancement is signaled by the column ground, so the board reads at a glance from across a room. Your team works it alongside ours; nobody is copying status into a spreadsheet.
- Our team
- We run the outreach and keep every conversation moving, so the board reflects where each deal actually stands.
- Your team
- One pipeline covering all three stages, shared with your analysts and your partners.
Omnifunnel
Search deals or targetsFiltersMandate: Industrial and essential services
Parked — under LOI elsewhere, recheck scheduled
04
Deal insight
Speed to deal insight, so you get the first foothold in the transaction — off-market or auction.
For every deal we pull what is available from public and private sources and add our own research and conversations, so you can decide quickly whether it is worth an offer. The point is speed to insight: being positioned first in the process, whether the deal is off-market or an auction.
Precision machining — Ohio
Off-MarketIndustrials
Precision machining — Ohio
Founder-owned contract machining shop. Aerospace and fluid-power customers, two-shift operation, owner retiring over an 18-month transition.
84Fit
Identified
Assessed
Qualified
In conversation
Financial summary
- Revenue (TTM)
- $12,400,000
- EBITDA (TTM)
- $2,400,000
- Implied multiple
- 5.1x
- Recurring revenue
- 46%
- Employees
- 68
- Owner intent
- Retirement
Broker and company identity masked until NDA
Deal scorecard
Mandate fit88
Geographic fit94
Customer concentration46
Management depth61
Watch items: customer concentration and a single-shift service fleet.
Coverage
Three channels. One place they land.
Coverage is the first value prop for a reason. A company that has not started a process, a deal an intermediary signed last week, and a listing that went out this morning are three different problems — and a mandate is indifferent to which one a deal arrives through.
Off-Market
Pre-Market
On-Market
One pipeline
Scored against your mandate
Your Omnifunnel
Worked by our team
- Off-Market
- The owner has not started a process. Reached through proactive origination — research, outreach, and a real conversation before anyone else is in the room.
- Pre-Market
- An intermediary holds the engagement but the deal has not been distributed yet. The window between signed and shopped is where mandate fit is worth the most.
- On-Market
- Actively listed. Most listed deals never reach the buyers who would actually want them, so coverage here is a distribution problem, not a discovery one.
Your team and ours
An engagement, not a subscription
The platform carries the pipeline. Our team identifies opportunities across every channel, assesses each against your mandate, qualifies it and runs the outreach — and meets with you regularly to win the transactions worth winning and keep the pipeline optimized.
01
Mandate definition
Your deal lead and our team
One session to define sectors, geography, size, ownership profile and structure. It becomes the record every opportunity is scored against.
02
Deal identification
Our team
Opportunities surfaced across Off-Market, Pre-Market and On-Market: brokered processes, coming-to-market engagements and owner-led companies ahead of a process.
03
Match assessment
Our team
Each opportunity scored against the mandate, with the available data assembled so the fit is visible before anyone spends time on it.
04
Qualification
Our team
Research and direct conversations confirm the opportunity is real, available and worth an offer, and give you the intel to decide quickly.
05
Outreach and engagement
Our team, under your brand and ours
Owners and intermediaries engaged so you enter the process with a foothold, whether it is off-market or an auction.
06
Pipeline meetings
Together
Regular sessions with our partner clients to move deals, decide where to compete and keep the pipeline optimized.
Posture
What we do, and what we do not
- Deals are anonymized teasers until an NDA is executed. Company and intermediary identities stay masked before that point.
- Your mandate is never disclosed. Nobody outside your team and ours sees what you are looking for, and no other client sees it at all.
- BizNexus does not represent sellers, negotiate, structure transactions, or hold funds, and does not appear on engagement letters, NDAs, LOIs or closing documents.
- What we do is identify opportunities, assess them against your mandate, qualify them and run the outreach — and hand you the deal with the insight already assembled.
Who this is not for
Three readers we send elsewhere
- Unfunded searchers. An origination team is the wrong spend before capital is committed.
- Owners looking to sell. You want an intermediary, not a buy-side pipeline. Start on biznexus.com.
- Advisors and intermediaries. You are the other side of this. The BizNexus Marketplace is where your deals meet mandate-matched buyers. See the Marketplace.
Mandate consultation
Bring your mandate.
Twenty minutes with our team. We walk your buy criteria against live coverage across all three stages and show you what it turns up — including where it turns up nothing.
Request a mandate consultation
Or read how the pipeline works first.