Connect Middle-Market Deals to the Right PE Buyers
Find buyers by investment criteria, discover relationship paths to decision-makers, and compete with larger firms on access—not just reputation.
Trusted by M&A brokers and advisors across the middle market
See Verata in Action
Watch how leading PE firms use Verata to source proprietary deals through their network.
In the Middle Market, Relationships Win Deals
You're not competing on brand name—you're competing on access. The broker who can get meetings with the right PE buyers wins the mandate and closes the deal.
But building those relationships takes years. And larger firms have head starts you can't easily overcome.
- ?“Which PE firms are actually looking for deals this size and sector?”
- ?“How do I get meetings with PE firms that don't know my name?”
- ?“Can I prove to sellers that I have real access to qualified buyers?”
- ?“Am I missing PE buyers who would be perfect for this deal?”
You need relationship intelligence that levels the playing field—showing you the paths to PE buyers that already exist in your network.
Relationship Intelligence for M&A Brokers
Verata reveals the buyer relationships hiding in your network and helps you leverage them.
Find PE Buyers by Investment Criteria
Build targeted buyer lists based on what PE firms are actually looking for:
- Filter by deal size, sector focus, and geographic preference
- See fund size, dry powder, and investment pace
- Identify firms with recent activity in your deal's industry
- Track add-on appetite for relevant platform companies
“I used to spend days building buyer lists. Now I can identify 50 qualified PE buyers in an hour, filtered by exactly what matters for each deal.”
Managing Partner
Business Brokerage Firm
Relationship Paths to Decision-Makers
Your relationships are your competitive advantage. Verata helps you leverage them:
- See who in your network knows PE Partners and Principals
- Discover introduction paths through past deal relationships
- Map connections from your prior transactions to new buyers
- Identify shared professional history and common contacts
Compete With Larger Firms on Access
Big banks have brand recognition. You can have relationship intelligence:
- Level the playing field with data on PE buyer relationships
- Find warm paths that larger competitors might miss
- Demonstrate value to sellers with concrete buyer access
- Build your reputation as the broker who gets meetings
“We won a mandate against two larger firms because we showed the seller exactly how we'd reach 40 PE firms through warm introductions. They couldn't match that specificity.”
Principal
M&A Advisory Boutique
Contact Intelligence That's Always Current
Never reach out with outdated information:
- Verified contact details for PE professionals
- Real-time updates when people change roles
- Deal history and investment track record
- Professional background for personalized outreach
The M&A Broker's ROI
Every mandate you win, every meeting you get, every deal that closes through a relationship you discovered—that's ROI.
For middle-market brokers, Verata typically pays for itself within the first deal.
3x
More qualified buyers identified
75%
Time saved building buyer lists
15+
Warm intro paths per deal
40%
Mandate win rate improvement
“We used Verata on a $25M deal and found warm paths to 12 PE firms we wouldn't have otherwise reached. The winning buyer came through one of those paths. That one deal paid for years of Verata.”
Managing Partner
Lower Middle-Market M&A Firm
What M&A Brokers Are Saying
“Verata changed our positioning with sellers. When we show them exactly which PE firms we can reach and how, it's a powerful differentiator. We're not just promising access—we're proving it.”
Founder
Lower Middle-Market M&A Firm
“For middle-market deals, relationships matter even more than at larger sizes. Verata helps us punch above our weight by showing relationship paths that would take years to build manually.”
Managing Director
Regional M&A Broker
“We closed three deals last quarter where the winning buyer came through a Verata-discovered relationship path. That's real ROI.”
Partner
Industry-Specialized M&A Advisory
Start Winning More Mandates
See how Verata can help you find buyers, prove access to sellers, and close more deals.
30-minute demo | Built for middle-market brokers | No commitment
Frequently Asked Questions
Larger firms have brand recognition, but you can have better relationship intelligence. Verata helps you identify warm introduction paths to PE buyers, demonstrate concrete access to sellers during pitches, and run more targeted processes. Many of our broker clients report winning mandates against larger competitors by showing specific relationship paths to qualified buyers.
Yes. You can filter PE firms by deal size range, sector focus, geographic preference, fund size, investment pace, and more. You can also see recent transaction activity, add-on appetite, and fund deployment status to prioritize firms that are actively looking for deals like yours.
We identify professional relationships using proprietary methods and verified data sources. You'll see relationship paths based on shared work history, deal experience, board service, and other meaningful professional connections. Unlike LinkedIn, every Verata relationship represents a real professional bond.
Verata is particularly valuable in the lower and middle market where relationships matter more. PE firms receive fewer inbound deals at these sizes, so warm introductions stand out. Our broker clients see the strongest results on deals in the $5M-$100M enterprise value range.
During seller pitches, you can show specific PE firms that match the deal criteria and demonstrate relationship paths to each one. Instead of saying 'we know PE buyers,' you can say 'here are 35 firms that fit your criteria, and here's how we'll reach each one.' This specificity wins mandates.