Looking for Referral: Someone to Help Automate Our Deal Sourcing Stack

July 02, 2025
by a searcher from Columbia University in Dallas, TX, USA
Hi all,
We’re building out the outbound sourcing workflow for our holding company and looking for someone who can help us set up and automate the backend. Ideally, this is someone you or someone you know has worked with before and had a good experience, either a solo consultant or a small team.
We already have a proprietary data source to identify off-market acquisition targets. Now we’re looking to:
-Push that data into an email campaign platform (we haven’t committed to a tool yet - open to suggestions)
-Automate campaigns (throttling, warming, opt-out handling, etc.)
-Connect everything to HubSpot (CRM) and Outlook / Microsoft 365
-Build a process that we can run ourselves after setup
We’re not looking for someone to do outreach or talk to sellers, just help us stitch the tools together and automate the system.
If you’ve worked with someone great on this type of automation / integration project (especially in a search or M&A context), we’d really appreciate the referral.
Feel free to DM me or email deals [at] evergateholdings [dot] com, thanks in advance!
from University of Central Punjab in Lahore, Pakistan
from University of Rochester in Miami, FL, USA