Paragon Deals sources proprietary transactions for PE firms, investment banks, and strategic acquirers through a repeatable origination engine — backed by real deals we’ve delivered.
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Some of our Partners
Let us handle finding new clients for you. Our complete service continuously brings you new leads, helping you save money and boost sales.
Find new clients outside your usual network. Grow your business by moving into new areas and reaching out to people you've never talked to before.
Streamline your sales process by focusing on closing deals, not finding them. We deliver qualified leads directly to your team. Concentrate on selling effectively.
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Transworld Texas is one of the largest business brokerage groups in the region. They wanted more predictable inbound conversations with owners planning a sale. Paragon Deals launched targeted outreach across key industries in Texas, generating consistent discovery calls and improving their listing pipeline.
A. Buchholtz & Company is a long-established M&A advisory firm. Their pipeline relied heavily on referrals. Paragon Deals built a scalable outbound program targeting business owners considering an exit, increasing the volume of mandate-aligned leads and improving visibility on early-stage opportunities.
Madison Street Capital is a global middle-market investment bank. They wanted to reach new industry segments and expand their deal-flow outside traditional referral channels. Paragon Deals launched a structured outbound system targeting CEOs, owners, and operators across multiple industries, generating consistent introductions and improving outreach visibility.
Echo Partners is a healthcare-focused investment bank. Their outreach, investor mapping, and pipeline development were mostly manual, limiting scale and visibility. Paragon Deals built the automated infrastructure that now powers Echo’s entire outbound engine — including targeting, messaging, sequencing, tracking, and lead qualification. This system enabled consistent engagement across the healthcare investor and acquirer ecosystem without adding headcount.
Partnering with Paragon Deals, TAG Financial Institutions Group, a leading investment bank, saw a dramatic transformation in their sell-side mandate generation strategy. Paragon Deals implemented a targeted cold email campaign focused on identifying potential M&A opportunities within the financial services sector. This strategic outreach enabled TAG Financial to engage with a broader range of insurance agencies, wealth management firms, and other financial services businesses exploring exit options. The automated campaign improved consistency in follow-ups and maintained efficient tracking of prospect engagement. As a result, TAG Financial generated 23 qualified meetings for new deal flow, secured multiple active mandates for future M&A transactions, and successfully closed a landmark transaction with Supportive Insurance Services.
Auctus Capital Partners, an investment banking firm, struggled with scaling their lead generation due to manual outreach efforts. Partnering with Paragon Deals significantly improved their process, increasing outreach from 1,000 to over 10,000 contacts monthly. This automation enhanced follow-ups and tracking, resulting in 30 to 50 highly qualified leads and better pipeline growth. The collaboration allowed Auctus Capital to engage with more potential clients efficiently and build long-term relationships in their industry.
Before Working With Paragon Deals, Toby had worked with 2 agencies prior to us. The first one provided zero results, and was "garbage", the second one gave the company a bad reputation with the messaging they sent to prospects. Since working with Paragon Deals, we have been able to provide consistent deal-flow which lead to multiple deals closed for his firm within months of working together.
Before Working With Paragon Deals, Tyler has always put an extreme focus on client results, and never paid much attention to their internal marketing at Rocket Clicks. He looked to Paragon Deals to help him grow an additional channel of clients. After Working With Paragon Deals, Rocket Clicks tested 2 other agencies alongside us 2 months ago to see who would get the best results, he said in our interview "Jake (Paragon Deals) is the only one that actually brought real leads into our business & real revenue.
Before Working With Paragon Deals: Del Morgan hadn't used cold outreach to attain clients, being a leading investment bank, they didn't think they needed to. After Working With Paragon Deals: Del Morgan has found an additional channel for deal flow that is sustainable & predictable. Bringing in multiple clients that want to raise capital / sell their company for $8-9 figures.
We find you interested companies or institutional investors via targeted outreach. We'll field initial interest and then pass off the opportunities for you to close.
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Once the proposal is signed, we will provide you with an onboarding form to complete. This will allow us to gain a deeper understanding of both you and your business.
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Our team will review your onboarding form during a call with you to develop an initial campaign strategy.
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We will utilize the information obtained from the kickoff call to organize your inboxes, construct your lead list, and formulate your campaign cadence.
Once the campaign & lead list have received your approval, our team will proceed to launch your campaign.
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After identifying a qualified lead, we'll have them book on your calendar & send you any information regarding the lead.
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In addition to weekly reports, our team will conduct a monthly check-in call to discuss recommended modifications aimed to enhance campaign performance.
Paragon Deals has engaged and successfully sourced many transactions.
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Paragon Deals builds and operates outbound systems built for investment banks, private equity firms, and M&A advisors. We don’t sell leads. We run the entire infrastructure end-to-end, from domains and deliverability to targeting, messaging, and execution. Our setup produces consistent conversations with owners and executives so your team stays focused on mandates, not marketing. The result is a predictable deal-sourcing engine that runs quietly in the background and compounds over time.
Typically, our clients start seeing results within the first few days of campaigns launching. Although, you will see peak performance of interested lead volume in the 3-4 month mark.
Our pricing model is designed to be flexible and tailored to the specific needs and scale of your business. We recognize the importance of creating a mutually beneficial relationship, ensuring that the value you gain from our services significantly exceeds the investment you make. This approach fosters a win/win partnership, where our success is directly aligned with your business growth and profitability.
At Paragon Deals, we prioritize not only the effectiveness of our marketing campaigns but also their strict adherence to legal standards. Our strategies are fully compliant with the CAN-SPAM Act and other relevant laws, ensuring that we navigate the complex landscape of marketing regulations with the utmost care.
We understand that compliance requirements can vary depending on the nature of your business or service. Should you have a compliance team, we are well-equipped to collaborate closely with them. During our introductory meeting, we will provide a detailed walkthrough of our compliance processes and how we tailor them to meet the specific legal requirements of your business."