Lead Generation That Works While You Sleep
For Exit Advisors, M&A Dealmakers, and Acquirers.
Your competitors are building lists and converting prospects on autopilot.While your best ideas are stuck in your head, or not generating leads.We help you fix this problem.
I've sat where you sit.
Jamie Dejter, Founder of Dejter Consulting
Your Exit Ghostwriter
• 12 years in finance, including Morgan Stanley Equity Research, Cetera Private Wealth, and VP of M&A Advisory at Acquisight M&A.
• Built lead generation systems with a sharp focus on exit planning, acquisition, middle market M&A for over 6 years.
• Premium Ghostwriting Academy Member, trained directly under Nicolas Cole and Dickie Bush.
• I write the way advisors, acquirers and dealmakers actually think - because I've been on each side of the table.
From Cold Audience
to Closed Deal
The same machine, built three ways: for the advisor who gets owners ready to sell, the advisor who runs the sale, and the firm doing the buying.
Every financial professional who sells a high trust service runs the same machine, whether they have ever named it or not. Attention enters at the top. A signed engagement comes out at the bottom. Everything in between is the funnel.
Read it top to bottom.The funnel narrows because attention is cheap and trust is expensive.Thousands may see a post. A few hundred will trade an email for something useful. A few dozen will read every week. A handful will take a call.One signs.
The Exit Advisor (CEPA)
The deal here is the signed engagement to get the company ready, often a relationship that runs for several years. The eventual sale is a separate event further down the road. The audit is the hinge of the whole funnel. It provides a tangible score, something an owner will book a call to discuss.The owner who opts in this spring may not engage until next year, which is why the nurture band is measured in seasons.
The M&A Advisor & Business Broker
A mandate is the start of a second pipeline, the transaction itself, which carries its own stages and its own attrition. The fee arrives at the end.That is precisely why the discipline of the first funnel matters so much. Advisors who keep both the seller list and the buyer list warm shorten the distance between a signed mandate and a closed deal, because the buyers are already standing by when the teaser goes out.
The Business Acquirer
Origination is a numbers game played with patience. The nurture band is where most firms quit and where the best ones simply keep showing up, carrying sector intelligence the owner cannot get anywhere else, until the year the owner is finally ready to move.
What I Build
• Lead generation funnels that capture/qualify prospects.
• Weekly newsletters for clients and prospects, in your voice.
• Proprietary research and whitepapers that win big clients.
• Cold outreach systems that book discovery calls.
• Email automations that nurture warm leads to a yes.
• Social repurposing that drives traffic back to your list.
Where Do You Rank Against Your Peers?
My Newsletter
The exit memo that advisors, acquirers, and dealmakers read every week.
A weekly Substack on lead generation, content systems, and authority-building for exit planning advisors, acquirers and, M&A dealmakers.
The Craft
How to write for capital and clients.
Voice, structure, headline construction, and the rhythm of a piece that gets opened, read, and forwarded by someone managing other people's money.The Business Case
The economics of lead generation and content for a financial practice. Cost of a dormant list, return on a working one, and how owned lists and media compound into clients, mandates, and exits.Behind the Build
Tactical pieces on CIM quality, teaser construction, buyer list segmentation, and LOI dynamics.Financial Authority
How the best advisors capture exit-curious owners before they're shopping for representation.
Free Courses
These free email courses below explain how this system works for exit advisors, based on your role.
Services:Pick Your Track
Each service plays a unique role in bringing qualified prospects to your inbox. Click your profession to see the services.
Exit Planners and Financial Advisors
Every level of the funnel - done for you.
Services
The Email Authority Engine
A complete lead-gen funnel for your practice. Built in 2 weeks. Runs forever.
What's Included?
• 5-day educational email course written in your voice - this is the lead magnet.
• High-converting opt-in landing page (30–70% conversion vs. 1-10% for typical newsletter signups).
• 3-day FOMO follow-up sequence with clear CTAs that move readers to a call.
• 90 day nurture sequence with clear CTAs to nurture new leads.
• Full automation setup - email capture, sequencing, deliverability, all done for you.
• Project dashboard so you can track progress in real time.
• Voice and content audit before any writing starts.
• Final QA + launch testing - nothing goes live broken.
• Bonus: social media launch to drive initial signups out of the gate.Timeline: 2 weeks from kickoff to live.The system is yours once built. You capture 30-40% of your website visitors emails, you use this as a lead magnet on your Linkedin, or any other social platform. You capture and engage your newest prospects automatically
The Authority Retainer
Two emails a week, written in your voice, sent to your lists - for as long as you want to grow.
What's Included?
• Tuesday Value Newsletter (600–900 words) - insight your clients actually want to read.
• Thursday Conversion Email (250–350 words) - designed to move warm prospects to a call.
• Weekly A/B subject line testing on every single send.
• Full ConvertKit / Kit management - drafting, loading, scheduling, deliverability.
• Monthly content calendar - you approve once. No chasing me for direction.
• Monthly performance report with one strategic recommendation, plain English.
• Compliance-aware copy - FINRA, SEC, and E&O considerations built in.
• Bonus: 15-minute monthly strategy call.An ongoing email system built for nurture, conversion, and referral generation.
Customized Proprietary Research
Institutional-grade research letters that win HNW whale prospects and anchor investment discussions.
What's Included?
• Monthly sector deep-dive (1,800–2,500 words) - thesis, valuation, risks, monitoring framework.
• Monthly macro / thematic letter (1,200–1,800 words) - the perspective HNW clients want before they rebalance.
• Branded exhibits, charts, and tables in your firm's design system. Built like research, not content marketing.
• Quarterly IC briefing pack (10–15 pages) - doubles as your firm's quarterly POV and best new-business asset.
• Primary-source standards - every claim cited to 10-Ks, earnings transcripts, Fed releases. No aggregators.
• SEC Marketing Rule compliance built in. Your compliance officer reviews a clean draft.
• Smarsh-friendly delivery - PDF + Word, version-controlled, archive-ready.
• Bonus: monthly 30-minute strategy call with your portfolio team.Timeline: 3-month minimum (covers one full quarterly cycle + IC briefing pack). Most firms reference the research in HNW meetings by month two.
Want to Learn More About My Process?
Check out my newsletter or one of my free courses here. Just click the logo.
For Dealmakers
Deal flow on autopilot.
Services
The Deal Origination Engine
Two automated funnels. One captures owners while they're still exit-curious. One puts your firm in front of every active buyer the moment a mandate signs. Built in 4 weeks. Runs as long as deals get done.
What's Included?
• 5-day educational email course written in your voice - trust built for owners who are exit-curious but 1 to 3 years out. The audience your competitors aren't keeping up with.
• High converting opt-in page - addresses the #1 reason owners don't subscribe to advisor content: the fear that subscribing signals intent. Built into the copy, not the fine print.
• Meeting Generator - Gentle FOMO sequence guiding your prospects and exit-curious owners to schedule conversations with you on autopilot.
• 120-day extended nurture sequence - because the owner who opts in this month is your client in 2027, not next quarter. Sequence calibrated for the multi-year window.
• Full automation setup - email capture, sequencing, deliverability, all done for you.
• Project dashboard so you can track progress in real time.
• Voice and content audit before any writing starts.
• Final QA + launch testing - nothing goes live broken.• Optional Anonymized deal tombstone integration - several emails feature one of your past deals (sector, size range, multiple, outcome). Credibility compounds with every email.
The DealMaker Newsletter System
Weekly newsletters to your seller and buyer lists - plus on-demand mandate teasers.
What's Included?
• Weekly Value Newsletter (800–1,200 words) - nurtures leads, engages exit-curious owners and referral partners across the multi-year window. Creates a high-converting a library of content for your clients and future clients.
• Weekly Buyer Newsletter (400- 600 words) - Active listings, to your PE, strategic, searcher/self-funded, and family office list. Includes a lead-in/short intro for the buyer perspective.
• Buyer blasts on demand - Segmented (goes to only the segments you want to show the deal to). This is a new mandate teaser drafted and sent within 48 hours. No volume cap.
• Rolling 90-day editorial calendar built around your active mandates. Approve once per quarter.
• List audit + segmentation before the first send - flag deliverability risks early.
• Monthly one-page report + quarterly strategy call. Signal only. No spreadsheet dumps.
• Bonus: LinkedIn repurposing - every newsletter adapted into 2 LinkedIn posts you publish under your own name.
• Optional add-on: CIM drafting at $1,000 per book, 5–7 day turnaround.Timeline: Ongoing. Brand voice and positioning discovery in week one. First newsletter live within 14 days.
The Off-Market Deal Sourcer
Generate appointments directly with cold outreach.
✓ Your Market Thesis, Written Like Research
A positioning piece in your voice that tells owners and referral sources exactly which businesses you sell, what you get for them, and why your name belongs on the engagement. Written by a former M&A vice president, so it reads like authority rather than advertising.✓ Direct Outreach to Business Owners
Researched, thesis-driven email to owners in your target sectors and size range. The ones who are quietly weighing an exit but have not called anyone yet. You take the conversations that come back.✓ Qualified Seller Responses Every Month
1-5 owner conversations and referral introductions, surfaced and handed to you. The sourcing is handled. Your job is the call and the close.✓ A Pipeline That Belongs to You
Every contact, every reply, every referral source. Exported, organized, and yours. When the engagement ends, the pipeline does not leave with it.✓ Zero Success Fees
A flat monthly retainer. I never touch your commission. The full success fee at close stays where it belongs, with you.✓ Compliance-Aware Delivery
Outreach and content built with the M&A broker exemption and FINRA Rule 2210 in mind where they apply, archive-ready from the moment it leaves my desk.Best for: M&A advisors, investment bankers, and business brokers who can close all day but lose the week to chasing the next mandate.
Want to Learn More About My Process?
Check out my free course on how to generate leads on autopilot.
Subscribe to my newsletter below.
For Acquirers
Retainer-only buy-side sourcing
A sourcing desk for private equity, independent sponsors, self-funded ETA searchers, search funds, and family offices.Your acquisition thesis, put in front of the brokers and business owners who control the deals you want. Every relationship, every list, every reply stays yours.
On-Market Coverage
✓ Your thesis distributed weekly to a working network of advisors.✓ Targets for your thesis identified and engaged.✓ Nurture sequences to build trust with advisors. You get the fits.
✓10 to 30 broker deals per month
✓100% ownership of every lead
✓$0 success fees
Off-Market Outreach
✓ Direct, disciplined outreach to owners who are not on the market.✓ Campaign system built for Lower Middle Market/SMB Acquirers.✓ We surface the owners worth a conversation. You take the calls.
✓1 to 5 new meetings per month.
✓100% ownership of every lead
✓$0 success fees
No success fee. On purpose
A success fee on a middle-market deal runs into the hundreds of thousands of dollars, and it points the incentive at closing something rather than closing the right something.A flat retainer keeps the math honest.You pay for coverage and effort, not for a percentage of an outcome you did most of the work to earn. It also keeps the engagement clean on the regulatory side, which matters to your counsel and to your LPs.