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 identifies them through AI-assisted outbound calling 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 makes outbound calls to SMB owners on behalf of your firm. The AI qualifies interest. You're involved only when an owner says they're open to talking. Every call runs through compliance infrastructure automatically, at the platform layer.
Votega works your prospect list — calling SMB owners, introducing your firm, and qualifying sell-side or capital-raise interest. When an owner expresses interest, your banker receives an immediate alert with a call summary and recommended next action. The AI handles the outreach and qualification. Your banker handles the relationship. No cold calling. No wasted analyst time. Just warm conversations with owners who said they're open to talking.
Votega connects to the tools your team already uses — your CRM, your target list, your deal tracking workflow — so qualified conversations land where your pipeline already lives. No parallel system to maintain. No data re-entry. The sourcing motion integrates with how your firm operates today, and grows with it as your stack evolves.
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.
How We Work Together
The pilot is a structured, paid engagement. We handle the full implementation — CRM integration, call script build, compliance configuration for your state mix, and a review of your first 200 calls.
At day 60 you have real data: qualified conversations per week, answer rates, cost per qualified introduction. A clear basis for deciding whether to continue.
The pilot is also your onboarding into the platform. By day 60, your team understands exactly how the sourcing motion works — and has the data to decide whether to operate it themselves or continue with managed support.
What's Included
Full Implementation
CRM integration, script build, compliance configuration, user training. No separate onboarding fee on conversion to an annual contract.
Duration
60 days
Real conversations with real SMB owners. Real data on what the sourcing motion produces for your firm specifically.
Pricing
Based on Volume & Firm Size
Pilot pricing is based on call volume and firm size. Credited in full against year one on conversion. Reach out to discuss what makes sense for your firm.
We work with a small number of firms at a time. Pilots are scheduled on a rolling basis.
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. |
| Line-Type Classification | Landline, mobile, or VoIP classified before dialing. Determines which compliance path applies. |
| State-Aware Disclosure | Per-state disclosure script registry. Stricter state requirements applied automatically by recipient area code. Updated without a code deploy. |
| Recording Consent Routing | 12 states require all-party consent. Calls to those states routed through consent scripts. Recording does not start until consent is confirmed. |
| Opt-Out Detection | NLP classifier on every utterance. Detects revocation across phrasings. Platform-wide suppression within seconds. |
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