Origination for M&A advisory firms

More mandates. Fewer wasted hours.

Aumont runs origination for M&A advisory firms and business brokers. We find owners who are thinking about selling, keep you in front of the ones who aren't ready yet, and screen every approach before it reaches a principal. One system instead of four vendors.

Take the assessmentSee how it works

Nine questions. Under three minutes. No email required to see your result.

How M&A firms get deal flow

Every firm your size has the same constraint.

Most M&A advisory firms originate deal flow through partner networks, referrals and repeat clients. That works until the network stops growing, or until the person who owns it leaves.

Not talent. Not capital. Origination.

Your deal flow is the sum of who your partners know, who they've worked with, and who happens to call. That network took twenty years to build and it doesn't compound. It ages.

Meanwhile the owner who should be your next mandate is searching, asking around, and asking an AI. He does that months before he picks up a phone.

By the time he calls anyone, he has a shortlist.

He builds that shortlist without speaking to anyone on it.

The cost of unscreened inbound

What does come in, mostly isn't real.

More origination without a screen just means more first calls that die at minute eleven. An advisory firm sells the judgment of a small number of expensive people, and every hour of that judgment spent on an owner who was never going to transact is inventory you never get back.

More at the top is only worth it if less of it reaches you.

M&A origination channels

Four ways an owner finds you. We run all four.

There are four ways a business owner finds an M&A advisor: he searches, he asks an AI, he sees you before he starts looking, or he remembers you from years of quiet contact. Aumont runs all four as one system.

He searches for an advisor

He types "sell my HVAC business in Denver" into Google. Whoever he finds gets the call. We make that you.

He asks an AI who to use

More owners now open ChatGPT before they open Google. Those answers name a handful of firms. We work on making sure yours is one of them. It's newer ground, and most of your competitors aren't on it yet.

He isn't looking yet

The best mandates come from owners who haven't decided. We put you in front of them early, where they already spend time, before there's a shortlist to be on.

He's three years out

Most owners who contact you are. We keep you in front of them quietly, a few times a year, so that when the board finally decides, you're the call they make. That's origination too. It just takes patience most firms don't have staff for.

M&A lead qualification

Nothing reaches your calendar unscreened.

You already know what makes an approach worth an hour. Revenue that clears your floor. An owner who is genuinely selling rather than thinking out loud. Financials someone can actually work with. A price expectation somewhere near what the market will pay.

Aumont asks those questions before you do. Every approach arrives scored, with the reasoning written out, so the judgment you would have reached in the first ten minutes is already on the record and you can see exactly how it got there.

The questions are built around your criteria rather than a template. A firm with a two million dollar floor and a firm with a twenty million dollar floor are screening for very different things, and the set is as long as that decision requires.

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How Aumont differs from an agency

Agencies count clicks. We count conversations worth having.

A marketing agency reports traffic, impressions and leads, none of which you can bank. Aumont reports qualified conversations with owners who can actually transact, and what each one cost to originate. Same channels, different accountability.

If the number of conversations worth having doesn't move, nothing else we report is worth reading.

The other half

Half the value is in the ones you never meet.

An owner with no timeline and unprepared books isn't a lost lead. He's two hours you kept, and a relationship worth something in three years when he's actually ready.

We score him, tell you why, and keep him warm somewhere that isn't your calendar.

Who this is for

We'll tell you if you shouldn't.

Aumont is built for firms signing three or more mandates a year, with enough inbound that someone senior is triaging it.

Below that, don't hire us. You won't clear the cost.

Put four questions on your contact form instead. Revenue and EBITDA, timeline, state of the financials, and what they think the business is worth. That's free, and it gets you most of the way there.

We'd rather tell you now than take the engagement.

Get started

Find out where your next mandate comes from.

Nine questions about your practice. You'll get the hours you're losing to approaches that were never going to close, the five dimensions we'd score for your firm, and a sample of what your sellers would be asked.

Under three minutes. No email required to see your result.

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Common questions

Questions we get

What is Aumont?

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Aumont runs origination for M&A advisory firms and business brokers. It finds owners who are considering a sale, keeps the firm in front of owners who aren't ready yet, and screens every inbound approach against the firm's mandate criteria before a principal spends time on it.

How do M&A advisory firms get deal flow?

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Most M&A advisory firms originate deal flow through partner networks, referrals and repeat clients. Those sources are reliable but they don't scale, and they leave with the partner who owns them. The sources that don't depend on one person are search, AI answers, paid placement, and long term follow up with owners who aren't ready yet.

Do M&A advisors need SEO?

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Yes, because owners research advisors before contacting anyone. A seller typically searches his industry and his city, reads several firms, and builds a shortlist before the first phone call. A firm that doesn't appear in that research is not on the shortlist, regardless of its track record.

How do I get found when owners ask AI who to hire?

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AI answers name a small number of firms per question. Which firms get named depends on how clearly the firm is described online, whether independent sources reference it, and whether the site is structured so an AI can extract facts. This is newer ground than search, and most advisory firms have not started.

How is this different from a marketing agency?

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An agency is measured on traffic, impressions and leads. Aumont is measured on qualified conversations with owners who can transact, and the cost to originate each one. The channels overlap. The accountability does not.

How is the screen different from a contact form?

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A contact form collects answers. The screen makes a decision. Every approach comes back scored against the firm's own criteria, with the weakest dimension named and a recommended next step, so nobody has to read a form and work out what it means.

How many questions does the screen ask?

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As many as the firm's criteria require. Some practices need six, some need twenty. The question set is built for the firm rather than pulled from a template, because a mandate floor of $2 million and a mandate floor of $20 million call for different questions.

Does it work with my CRM?

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Aumont sits in front of the CRM and writes to it. It does not replace it. Scores and reasoning arrive as fields on the record, so the first call starts with the screening already done. Integrated with HubSpot and Go High Level, and if you have another CRM we will try our best to connect it with your existing tool.

What size firm is this for?

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Firms signing three or more mandates a year, with enough inbound that someone senior is triaging it. Below that threshold the cost does not clear, and a four question contact form covering revenue, timeline, financials and price expectation gets most of the way there at no cost.

What does it cost?

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A monthly retainer, scoped to the practice and the channels being run. Media spend is billed separately and passed through at cost, with no markup on what you spend with Google or any other platform.

How long before it works?

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About a month, though it depends on the volume of leads reaching the site. The screen works from the first week. Paid placement produces approaches within days. Search and AI answers take longer, because both depend on accumulated signals rather than budget.

What does the owner get out of it?

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A real readout showing where he stands and what to prepare first. That is what makes him answer honestly. A screen built only to serve the firm gets abandoned halfway through, which is why most contact forms collect nothing useful.