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Proprietary origination for M&A

Find Your Next Engagement

Boutique M&A advisory runs in boom-and-bust cycles: outreach stops when a live deal heats up, and the pipeline runs dry right as it closes. Gatsby keeps qualified owner conversations coming in every week, so your next engagement is already moving before the current one wraps

Gatsby is a done-for-you outreach service powered by an AI agent. Connect your LinkedIn and work email, and the agent identifies fit owners, personalizes every message, and runs outreach from your own accounts

Off-market owner conversationsAlways-on originationSector-aligned targetingPersonalized outreach from your executive profileDiscreet, off-market outreachA dedicated business development strategistBuilt by Harvard, MIT, Wharton alumni

A steady flow of owner conversations every week, so there's always a next engagement in motion, even when you're deep in a live deal

Business development hours saved per month

80%

Owner conversations opened per banker, monthly

20+

From thesis to first owner replies

4 wks

The Case

The best engagements are won before the owner runs a process

Most M&A teams source the same way: referrals, longstanding relationships, and waiting for the phone to ring. The problem is that it's reactive. When a live deal picks up, outreach stops, and the pipeline goes quiet right when you need it most

Proprietary origination fixes that. You reach owners directly, before they decide to sell, and you build the relationship early. When they are ready, you are already the banker they trust

Be the first conversation

Owners engage the advisor who was talking to them before they decided to sell

Represent on your terms

When you source the relationship, you are not one of several banks responding to a process. You shape the timeline and the terms

Build a real pipeline

We keep you in front of owners so the engagement lands when the timing is right

Why Cold Outreach

Direct access to owners, without a formal process

Referrals and warm intros only reach so far. Cold outreach, done well across LinkedIn and email, is how you reach owners directly, before they decide to sell. Gatsby brings that into your origination workflow and turns it into a predictable source of engagements

What We Do

From thesis to owner conversations in four weeks

01

Define Your Thesis

Share your focus: sectors, revenue range, geography, ownership profile. We build the campaign around the owners you want to represent

02

Connect Your Accounts

Your team connects their LinkedIn profiles and work email through Google sign-in. Outreach comes from real people at your firm, not a brand account. Owners respond to bankers, not logos

03

Targeted Outreach

Gatsby identifies fit owners, writes personalized messages, manages the conversation, and handles replies. Each message is specific to the owner and sent at the right time

04

Conversations Booked

Qualified owners considering a transaction, on your calendar. We manage the conversation from first touch to booked meeting. You earn the engagement

What You Get

A done-for-you origination channel, built around your thesis

Data platforms hand you a list and leave the work to you. Gatsby runs the entire outreach for your firm. A dedicated strategist builds and manages the campaign, and our AI-native platform handles the targeting, personalized messaging, and every reply at a scale a person can't match. Your bankers step in only when there's an owner worth talking to

A dedicated strategist who runs the campaign end to end

Thesis-based prospecting and owner identification, done for you

Real-time enrichment: revenue signals, headcount, ownership, sector

Personalized outreach sent from your executive profiles

Weekly reporting

Who We Work With

Is Gatsby Right For Your Firm?

We work with boutique M&A advisors and investment banks that are serious about proprietary origination. Our best clients tend to have in common:

Advising on lower middle market transactions ($5M to $100M enterprise value)

A sell-side or origination focus, or building one

Bankers who source their own engagements

Building proactive origination alongside their referral network

Looking for an origination partner, not another data subscription

We also work with private equity and search teams building proprietary deal flow. If your team sources its own targets, the same engine works on the buy-side

If some of these sound like your firm, let's talk

Book an Intro Call

FAQ

How does Gatsby work with my Microsoft or Google account?

Gatsby is a software platform used by finance professionals. You sign in with Microsoft or Google to connect your work email so Gatsby can run outreach from your own address.

When you connect your account, Gatsby:

  • Uses Microsoft or Google Sign-In to authenticate your account and identify your email address for sending
  • Drafts and sends the outreach emails you approve, from your address
  • Reads emails only to detect replies to your outreach, so every conversation is tracked in one place
  • Schedules follow-ups over long deal cycles
  • We never use your email data for advertising
  • We never use your email data to train general AI models
  • We never share your email data with third parties except as needed to provide the service
  • We only request the permissions required for these features, and you can revoke access at any time in your Google account settings or Microsoft account settings

Gatsby's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Read our Privacy Policy and Terms of Service.

Get Started

Your next engagement starts here

An origination partner built around your thesis

Book Intro Call20-minute intro. No commitment