Deal sourcing for M&A boutiques and registered advisory firms
There are SMB owners in your market who would be open to a sale or capital raise conversation — and who will never find your firm through your existing relationships. Votega surfaces them through the compliant AI calling platform for off-market deal sourcing, built specifically for M&A boutiques and registered advisory firms.
We work with a small number of firms at a time.
The Problem
Not because those firms had better relationships. Because they reached owners who weren't in anyone's relationship network yet — and who would have taken the right call from the right firm.
Every firm's relationship network has a ceiling. Deals above that ceiling — owners you've never met, industries slightly outside your core, geographies on the edge of your market — don't come to you. They go to whoever asks first.
Sustained outbound calling to SMB owners is expensive and hard to scale with human callers. Most firms can't run the volume needed to find the signal in the noise. AI changes that math — if the compliance infrastructure is in place.
The FCC's February 2024 ruling made AI-generated outbound calls a TCPA liability for firms without proper infrastructure — $500–$1,500 per call, no cap. Generic AI dialers don't address this. Until now.
“We're relationship-driven. We don't do mass outreach.”Most M&A boutiques are — and that's exactly right for the deals your network surfaces. But think about the transactions that closed in your market last year with a competitor. Were all of those owners in your relationship network? Or were some of them owners who transacted with whoever reached them first? Votega isn't a replacement for your relationship model. It's a sourcing channel for the market your relationships don't reach.
The Platform
Votega is the infrastructure firms use to source off-market mandates at scale. The platform runs compliant outbound calling against your target list, qualifies interest in real time, and routes live conversations to your bankers the moment an owner says they're open to talking. Compliance is enforced at the platform layer, on every call, without configuration.
Votega connects to the tools your firm already runs on — your CRM, your target list, your deal tracking workflow — so campaigns run against your pipeline and qualified conversations land where your team already works. No parallel system to maintain. No data re-entry. Native integrations with the tools serious M&A firms rely on, with more added as customer stacks require.
The platform dials your target list, introduces your firm, discloses AI use, and qualifies sell-side or capital-raise interest. Every call runs through federal DNC scrubs, Reassigned Numbers checks, state-aware disclosure, and real-time opt-out detection — automatically, at the platform layer. Compliance is a runtime property, not a configuration setting your team has to remember.
When an owner expresses interest, your banker receives an immediate alert with a call summary and recommended next action. Qualified conversations sync back to your CRM with an immutable audit log of the call. The platform handles the outreach and qualification. Your team enters at the moment the relationship matters.
Built For
Independent advisory firms with 5–30 professionals and active deal sourcing operations. You know your relationship network has a ceiling. Votega is a scalable sourcing channel for the market above it.
What you get
Qualified conversations delivered to your bankers. Compliance infrastructure your general counsel can stand behind. No cold calling. No wasted analyst time.
FINRA Series 7/79 holders who already navigate securities regulation as a condition of business. You understand that TCPA calling compliance is a separate obligation from your securities registration — and that exposure is real.
What you get
A platform built around the regulatory environment you already operate in. Audit-ready call records that hold up under scrutiny.
Placement agents and debt advisors sourcing lower middle market transactions. The same outbound sourcing motion, the same compliance requirements, the same SMB owner universe.
What you get
The full compliance layer, configured for capital introduction outreach. Disclosure scripts appropriate for your regulatory context.
Why This Works Where Others Can't
Generic AI dialers were built for consumer sales outreach. They are missing the controls that licensed M&A intermediaries specifically need. These run on every Votega call — before every dial, without exception.
| Control | What It Does |
|---|---|
| Federal DNC Scrub | Checked in real time before each call. Numbers on the federal registry are blocked. Cache refreshed every 24 hours. |
| Reassigned Numbers Database | FCC-operated. Detects if a number changed hands since the consent date. The FCC's designated safe harbor check. |
| Opt-Out Detection | NLP classifier on every utterance. Detects revocation across phrasings. Platform-wide suppression within seconds. |
Common Questions
Most AI calling platforms are built for consumer sales outreach and treat compliance as an optional configuration layer — features you toggle on. Votega runs federal DNC scrubs, Reassigned Numbers checks, state-specific consent routing, and real-time opt-out detection before and during every call by default. There is no configuration required and no setting to bypass them. An overlay on a non-compliant platform is not a safe harbor.
Votega is built for lower middle market M&A boutiques, FINRA-registered broker-dealers, and capital advisory firms with active deal sourcing operations. It is also available for IBBA members and state-licensed business brokers. It is not built for consumer sales outreach, cold B2C calling, or firms without proper licensing for their M&A or advisory activity.
Votega connects to the tools your team already uses — your CRM, your target list, and your deal tracking workflow — so qualified conversations land where your pipeline already lives. There is no parallel system to maintain and no data re-entry. Specific integrations are discussed during onboarding based on the stack your firm operates on today.
Yes. Many of the firms we work with are moving from a referral-based origination model to systematic outreach for the first time. Setup and compliance configuration are included, and the engagement is structured to work whether you have an existing target list and process or are starting from scratch.
We work with a small number of firms. If you want to reach the part of your market your relationships don't cover, let's talk.
Or reach us directly: pilot@hypergrowthgtm.com