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The Sentinel Method

Machines map the market. People close the distance.

Every day our team reaches 1,000+ business owners. Every 90 days that becomes 20+ qualified calls per partner, reported weekly. This is the engine, opened up — the sourcing infrastructure and the deal people, stage by stage.

Two systems, one engine

The AI half sees everything. The human half earns the call.

Neither works alone. The machine finds the target; the person gets the yes.

Module A — Sourcing engine

Seeing everything.

Practice- and business-level records mapped, verified, and ranked against your criteria before a single call is made. The same systems run scheduling, coordination, and pipeline — nothing qualified goes cold in an inbox.

Primary dataAlways onLive ranking
Module B — Deal team

Earning the conversation.

Owners don't sell to software. Our people call owners directly, in their own language, verify revenue and intent in the owner's own words, and stay in the deal as the back channel from first call to close.

MultilingualOwner-verifiedBack-channel to close

In brief

Sentinel's method is a five-stage origination funnel: define the buy-box, map the market, contact owners directly, qualify every conversation against written criteria, and introduce only decision-makers with verified numbers and a real timeline.

Key takeaways

  • The buy-box is written first — sector, size, geography, structure — so every subsequent step is measurable.
  • Owner outreach is direct and confidential; nothing runs through broker listings.
  • A conversation only counts as qualified when revenue band, EBITDA, decision-maker status and timeline are verified.
  • You see a live funnel, not a monthly PDF.

The sequence — measured, not aspirational

Four waypoints. One spine.

Your mandate moves through the same spine every time — no shortcuts, no skipped gate. Here is what the first 90 days look like, week by week.

01

Define the mandate

Your criteria — sector, geography, size, structure — become the sourcing definition. Any sector, any geography; deepest coverage in dental, veterinary, and healthcare services.

02

Source & qualify

Machine-mapped universe, human-verified targets. A qualified call means every criterion met and the owner said yes — nothing softer counts.

03

Approve by name Your control

Every target is submitted to you in writing before any introduction. Decline any target, any reason — your name never travels without sign-off.

04

Introduce & stay

Management-level introduction, then hands-on momentum — diligence support and back-channel through to close.

The funnel, instrumented

From the whole market to your LOI — measurably.

Six stages. Every one counted, every window clocked, reviewed with you on a fixed cadence.

STAGE 01
100% mapped·Market universe from primary data
STAGE 02
Direct outreach·Owner calls — not lists
STAGE 03
Verified·Revenue & intent, owner's own words
STAGE 04
Named & approved·Submitted for your written sign-off
STAGE 05
1:1 introduction·Management-level, arranged for you
STAGE 06
LOI·Back-channeled & kept warm to close
1,000+
Owner conversations / day
20+
Qualified calls / 90 days — our pace
Weekly
Pipeline reporting
1
Partner per target

The discipline

One target. One partner. Zero exceptions.

Discipline is the product. It's also invisible until you ask for it — so here it is, in writing.

Spec — allocation

Allocation you can trust

Each qualified target goes to a single partner at a time, matched on mandate fit, tracked under defined advancement windows. Your deal flow never races our other relationships.

Spec — confidentiality

Your mandate stays invisible

No partner's identity, mandate, or terms is ever disclosed — to anyone, including other partners. The policy that keeps this site free of logos is the policy that will guard yours.

Spec — deliverables

What you get, concretely.

  • Weekly pipeline reviews with live funnel metrics
  • Written, criteria-matched target submissions
  • Introductions scheduled for you
  • Owner back-channel through diligence
  • One relationship owner on our side
Definition · § 02

qualified call n.

An owner conversation in which every mandate criterion is met — sector, geography, size, structure — and the owner has said yes to the meeting. Nothing softer counts toward the number.

  • Criteria matched against your written mandate
  • Revenue & intent verified in the owner's own words
  • Owner has agreed to the call — not "maybe," not "send info"

This is the arithmetic behind the pace: a stated qualified-call pace, reported weekly

20+calls / 90 days
The Sentinel Pace
20+ qualified calls per 90 days, reported weekly

A qualified call: every criterion met, and the owner said yes to the meeting, calibrated to your mandate. Month to month after the first quarter — judged on delivered numbers.

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The Off-Market Brief

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Sourcing benchmarks, sector notes, and how the most acquisitive platforms build proprietary pipeline. No noise — unsubscribe anytime.

What acquirer partners say

“Wolfson Equity has exceeded my expectations when it comes to sourcing dental acquisition opportunities. They have consistently kept our pipeline full with quality prospects and have been instrumental in creating opportunities that we likely would not have found on our own.”
R.S., DDS — CEO, multi-location dental group · acquirer partner since 2025
“It has been a pleasure working with your team. You have done a great job generating proprietary deal flow for us, and were able to hit the ground running.”
J. Blake — VP of Corporate Development
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