N° 002  /  THE ADVISOR ISSUE
EST. 2023 · LOWER MIDDLE MARKET · VOL. 01 · ISS. 02
For advisors

More deals.
You close.

Matchworks hands you off-market deals with the CIM, valuation, buyer list, contacts, and outreach already done. You plug into the largest pipeline in the lower middle market and do what you do best.

Buyers matchedDeal #2418 · live
Midwest Mechanical · Field services · $4.2M EBITDA
01Meridian CapitalTop pick96
02Blue Harbor EquityStrong91
03Evercrest PartnersStrong88
04Cedar Ridge CapitalSolid74
05StonehavenSolid68
25 matched buyers · contacts + emails ready
Off-marketCIMs builtValuationsBuyer matchingVerified contactsOutreach drafted
§ The supply
Fresh off-market EBITDA / day
$0B

The largest origination engine in the lower middle market. 27 million companies. 80 million contacts. All enriched in-house. New deals enter the system every day.

New off-market dealslive
HVAC roll-upOhio
$3.1M
Asphalt pavingFlorida
$9.0M
Facility servicesTexas
$5.4M
PlumbingIndiana
$2.2M
§ 01 — What you get

Every deal comes
fully built.

You don't build the CIM. You don't run the valuation. You don't hunt for buyers. All of that is done before the deal reaches you. In under 30 minutes.

CIM and valuation generated, benchmarked against live comps.
Up to 25 matched buyers, ranked by fit, with the reason each one belongs.
Verified contacts and personal outreach emails, ready to send.
Deal packetbuilt in 30 min
CIM14 pages
$
Valuation$28–34M
Buyer list25 firms
Contacts62 people
Outreach25 drafted
Teaser1 page
Ready in under 30 minutes
§ 02 — Who to call

The right person.
The right approach.

We don't just match the firm. We find the person on the deal team who should see this deal. We know how they think and how they buy. And we write the email.

6 to 10 deal-team contacts per firm. Verified emails and phones.
A psychographic profile on every contact. How they think. How to pitch them.
A personal email referencing their portfolio and recent deals. Not a template.
Who to callMeridian Capital
SC
Sarah Chen
Partner · Industrials
Best contact
✓ sarah.chen@meridiancap.com(312) 555-0140
How to approach

Data-driven and direct. Lead with portfolio fit, skip the small talk. Moves fast on deals that tuck into a platform she already owns.

§ 03 — What changes

What changes when
you plug in.

Before
  • Source your own deals
  • Build the CIM by hand
  • Cold call for buyers
  • Months to get to market
  • No infrastructure behind you
With Matchworks
  • Off-market deals delivered to you
  • CIM, valuation, and materials generated
  • 25 matched buyers with contacts and outreach
  • In market in under 30 minutes
  • The full engine behind every deal
For advisors

The pipeline is built.
Plug in.

Off-market dealsMaterials builtBuyers matched