Founded Aligned Profit and built the sourcing methodology the team runs on today. Sits in on every kickoff and stays reachable for anything that warrants senior attention.
This company started as a fix for a stalled sales floor at an outsourcing company. Reps weren't hitting quota. The standard coaching wasn't helping, because the real problem wasn't effort or talent. It was process: too much outreach going to the wrong list, and everyone sending the same templated pitch. The fix was to automate the repetitive work, target a tighter list, and write messages meant to build trust instead of pitch a product. It worked fast. Management shut the experiment down anyway, so it launched independently that August.
In 2023, a group of dental-side business brokers asked if the same approach could work for sourcing acquisition targets instead of sales leads. The team ran a test: pull public data on a list of dentists, then write to each one individually instead of sending one templated message to everyone on the list. A thousand researched messages went out. The result was a hundred replies and twenty calls booked in one week.
That result became the standard way of working: research each owner individually, write to them like it, and never treat a list as just a number to hit. Within a year, the firm was running sourcing campaigns for more than fifty brokers across the country. Three of those brokers were earning over $500,000 a year from the resulting deal flow. One earned over $1,000,000.
That growth exposed a flaw in the broker-only model. Some brokers started bidding on the same deals they had hired the firm to source, competing directly against the buyers they were supposed to be representing. That put the firm in an unstable position: the broker owned the relationship with the seller, but the firm had done all the work to find them. If a broker relationship ended, the deal and the labor behind it could disappear with it, with no recourse.
Around the same time, buyers started reaching out directly. They wanted the same sourcing approach, but pointed at their own acquisitions instead of a broker's listings. That request solved the conflict: a seller sourced for a buyer goes only to that buyer. Never shopped to a second buyer. Never bid on by the firm itself.
So the business was rebuilt around that principle: one client per market segment, a trained operator handling every search, and incentive structures that stay aligned even as a relationship becomes more valuable. That's the model Aligned Profit runs today, built and run by the team below.
A small, dedicated team runs every engagement, the same people end-to-end. Here's who's behind Aligned Profit.
Founded Aligned Profit and built the sourcing methodology the team runs on today. Sits in on every kickoff and stays reachable for anything that warrants senior attention.
Runs the search day-to-day. Kickoff strategy, criteria refinements once the campaign is live, and the first call with every owner who responds. Qualifies fit. Surfaces financials. Pressure-tests seriousness.
Runs the sourcing engine. Builds the buy box, validates contacts, drafts outreach from the research captured during validation. Manages send cadence and deliverability, and writes the weekly report.
Supports the sourcing engine: buy box research, contact validation, and outreach drafting alongside the team.
We start with the right owners, not a giant list. Your buy box is scored against millions of records on 15 data points: owner age, tenure, ownership structure, lease and hiring signals, and more. Better targeting is the first step toward a deal sellers actually want to do.
Personalized, research-backed outreach across email, mail, LinkedIn, and phone, run by a trained M&A operator. Owners can tell the difference between that and a generic blast. It's how trust begins.
Before an opportunity reaches you, we've done the pre-diligence groundwork: surfacing financials and pressure-testing fit. The seller feels prepared, and the deal moves faster.
Sourcing works when both sides bring something real. So we're selective about who we take on. Here's where we say no.
If your buy box is too small for the methodology to earn its keep, or so broad it isn't really a buy box ("any profitable business under $5M EBITDA"), we won't start. We need a defined sub-segment, geography, and deal-size range before we source against it.
Equity uncommitted. Debt unsourced. Plans built on 100% seller financing. The methodology won't fix the underlying position. We expect capital ready to deploy against the thesis.
Plenty of buyers reach out after finishing a book on acquisition entrepreneurship and figure they'll source their first deal in a month. We respect the ambition. We're not the right partner for the first $5M of your education.
We don't compete in parallel pitch processes. We don't run searches for buyers who aren't seriously looking. If you're shopping firms for the lowest quote, this isn't the engagement.
We build relationships with sellers on trust and honesty.
We expect the same from our clients.
We're a buy-side deal sourcing and consulting firm. We identify, contact, qualify, and cultivate prospective business sellers on behalf of buyer clients for potential acquisition.
We're not a registered broker-dealer. We don't represent clients in securities transactions, negotiate terms, participate in closings, or provide legal, tax, or investment advice.
Our role ends when a qualified, cultivated owner is introduced to you and the conversation moves to terms. From there, your legal counsel, financial advisors, and diligence team carry the deal to close.
We'll put together a Buy Box Viability Analysis™ on your target industry and geography. Twenty minutes, yours to keep. If the fit isn't right, we'll say so.