Our integrated platform guides you through every stage of the M&A process, from defining your acquisition criteria to closing the deal. Each stage seamlessly connects to the next, ensuring nothing falls through the cracks while your team maintains complete visibility across the entire pipeline.
First conversations, interest assessment, initial qualification
Nurture "Not Ready Yet"
Automated long-term relationship management
Close When Ready
Deal execution with complete context
The system handles complexity so you can focus on strategy and relationships. Every touchpoint is captured, every opportunity tracked, and every interaction optimized for maximum conversion potential.
Set Your Criteria Once. The System Works Forever.
What You Input
Define your acquisition thesis through OmniSource with precision and flexibility:
Industries and sub-sectors that align with your strategic vision
Revenue range parameters ($XM - $YM) matching your investment capacity
Geographic focus including regions, states, and metro areas
EBITDA margins and profitability requirements
Deal structure preferences and growth characteristics
Advanced Options: Configure specific technologies, certifications, customer concentration limits, recurring revenue percentages, and whether you're seeking add-on or platform acquisitions.
What Happens Automatically
The moment you save your criteria, the system springs into action:
Identifies 10,000+ matching targets from the OmniSource database
Sets up real-time monitoring for coming-to-market intelligence
Creates saved searches in Marketplace that run continuously
Prepares customized nurture sequences for your specific sectors
Configures scoring algorithms based on your preferences
Builds targeted outreach lists for immediate campaigns
Change your thesis anytime—the system updates instantly across all channels, ensuring your deal flow always matches your current strategy.
Three Channels Run Simultaneously, All Day, Every Day
While you focus on evaluating opportunities and building relationships, BizNexus operates three parallel sourcing engines that never stop working. Each channel feeds into a unified dashboard, giving you complete visibility without the chaos of managing multiple systems.
Off-Market Sourcing
AI identifies companies matching your criteria, launches automated outreach campaigns across email, LinkedIn, and direct mail. Responses are tracked and scored automatically. Interested prospects move to nurture, while ready sellers enter your active pipeline.
Coming-to-Market Intel
Our advisor network monitors for early-stage exits, introducing you 30-60 days before public listing. You get exclusive conversation windows with serious sellers who've engaged advisors, but before competitive pressure builds.
On-Market Listings
Broker listings auto-import from 100+ sources with 24/7 criteria matching. New matches alert you instantly, allowing you to browse and research at your pace while interested deals move seamlessly to your active pipeline.
Unified Dashboard: Every opportunity appears in one place with complete profiles, financials, source channel tags, engagement scores, next action reminders, and full communication history—regardless of how it entered your pipeline.
First Contact Through Initial Qualification
Whether you're reaching out to an off-market prospect or responding to an inbound inquiry, the system ensures you have complete context and automatically captures every interaction. No more scrambling to remember previous conversations or manually logging communications.
You Reach Out
Off-Market & Marketplace Deals
OmniSource provides contact info, company background, and strategic talking points
Initiate conversations via phone, email, or LinkedIn with confidence
Use OmniSource's qualification framework during initial conversations
BN.Digital automatically logs call notes, email exchanges, and key insights
System routes prospects: Ready now → Active pipeline | Not ready → Nurture sequence
They Reach Out
Inbound & Coming-to-Market
Inquiries flow through website forms, advisor intros, or campaign responses
BN.Digital captures lead source and initial interest level instantly
OmniSource enriches with company data, financial profiles, and competitive intelligence
You engage armed with complete context from day one
Clear decision path: Ready now → Active pipeline | Not ready → Nurture sequence
The Integration Advantage: Every interaction is automatically logged—email conversations in BN.Digital, call notes captured in real-time, documents shared through OmniSource data rooms, and calendar meetings triggering automatic follow-ups. Zero manual data entry means you focus entirely on the conversation, not the documentation.
The Secret Weapon: Automated Long-Term Nurture
Most deals don't close immediately. The companies that say "not now" often become your best acquisitions 12-18 months later—if you maintain the relationship. BN.Digital transforms what used to require constant manual effort into an automated system that never forgets and always follows up at exactly the right moment.
1
Months 1-3: Establish Value
Welcome sequence, relevant market reports, case studies, engagement tracking
System detects engagement spikes, monitors competitive activity, triggers alerts
4
Months 16-18: Conversion
Personal outreach with full context, prospect converts, deal enters active pipeline
Throughout the nurture journey, BN.Digital automatically sends industry-specific content while OmniSource monitors for signals: Has the company appeared in other deal flow? Are competitors approaching? Any significant business changes like funding rounds or expansion?
When engagement spikes—a prospect opens three emails in two weeks, downloads a valuation guide, or revisits your materials—the system alerts you immediately with a complete history of the 12-month relationship and suggests the perfect moment for personal outreach.
40-50%
Nurtured Deals
Of closed deals come from prospects nurtured 12+ months
Close Deals with Complete Context
When a deal gets serious, having complete visibility and perfect documentation becomes critical. The BizNexus ecosystem ensures your team never loses track of details, stakeholders stay aligned, and you maintain leverage through market intelligence throughout negotiations and closing.
Deal Pipeline Management
Track stages: LOI, Due Diligence, Negotiation, Closing
Centralized document management for NDAs, financials, legal docs
Team collaboration with multi-user access
Timeline tracking and milestone monitoring
Real-time competitive intelligence in your sector
Relationship Continuity
Complete communication history: every email, call, meeting
Documented key decision points and rationale
Stakeholder mapping showing who needs involvement
Automated follow-up reminders
Deal team coordination tracking responsibilities
Market Intelligence
Comparative valuation data from similar transactions
Market trend context for negotiation strategy
Competing opportunities maintaining leverage
Post-close integration planning tools
Sector-specific benchmarking data
The Result: Nothing falls through the cracks. Everything is documented automatically. Your entire team stays aligned from first contact through closing, with instant access to complete context whenever a stakeholder asks "What's the status?" or "Why did we decide that?"
Why Integration Beats Point Solutions
Using separate tools for sourcing, CRM, and marketplace browsing creates friction at every step. Data gets lost between systems, context disappears, and deals slip away due to poor follow-up. Integration transforms your workflow from chaotic to effortless.
Without Integration
Using separate tools forces constant context switching:
Find deal in broker marketplace
Manually enter into CRM system
Copy/paste emails from inbox to CRM
Lose track of which broker sent which deal
Forget context when seller calls months later
Scramble to remember previous conversations
Time wasted: 10+ hours per week on data entry
Deals lost: 3-5 per year due to poor follow-up
With BizNexus Integration
Everything connected, automatic, unified:
Deals appear in OmniSource from any channel
All communications auto-logged in BN.Digital
Complete history available with one click
Engagement tracking shows who's hot
Context instantly available when needed
Nothing manual, nothing lost
Time saved: 10+ hours per week for strategic work
Deals gained: 3-5 per year from better follow-up
The Network Effect
Each product makes the others more powerful. OmniSource finds deals, BN.Digital keeps them warm, more deals close. More closed deals provide better data for OmniSource targeting, leading to better matches. Better matches drive higher engagement in BN.Digital, generating more referrals. More referrals increase targeted subsector activity, creating stronger network effects. The whole truly becomes greater than the sum of the parts.
A Day in the Life: Using the Complete Platform
See how a typical user manages 100+ opportunities without chaos, leveraging the integrated platform throughout their workday. Every action flows naturally into the next, with the system handling complexity automatically.
8:00 AM - Morning Review
Open OmniSource dashboard to see 3 new coming-to-market introductions from overnight. Notice 2 hot prospects showing high engagement via BN.Digital alerts. Review 5 new broker listings in target sectors from Marketplace auto-matching.
9:00 AM - Active Deals
Call seller from 8-month nurture sequence (BN.Digital suggested contact based on engagement spike). Review complete engagement history with one click. Schedule site visit with automatic calendar integration. System logs call notes automatically without manual entry.
11:00 AM - New Outreach
Approve new targets for off-market campaign identified by OmniSource. Launch automated sequence across email , social, phone & mailers. System tracks all responses automatically.
1:00 PM - Broker Follow-Up
Reply to broker about CIM. BN.Digital logs email exchange automatically. Set reminder for 48-hour follow-up if no response. System will alert you exactly when needed.
3:00 PM - Pipeline Review
Move 2 deals from "Initial Contact" to "NDA Signed" stage. Assign tasks to team members with automatic notifications. System tracks progress and deadlines automatically.
5:00 PM - End of Day
Review engagement report showing who opened emails today. Respond to 1 hot prospect showing strong buying signals. Schedule follow-ups for next week. System continues working 24/7 while you're offline—monitoring deals, tracking engagement, and capturing opportunities.
That's the power of integration: Manage 100+ opportunities across multiple channels without chaos, missed follow-ups, or lost context. Your entire pipeline stays organized, your team stays aligned, and high-value prospects never fall through the cracks.
Experience the Integrated Workflow
Most clients are actively managing 50+ opportunities within 30 days of implementation. The complete platform includes everything you need to source, nurture, and close more deals with less effort.