Sourcing, qualifying and closing alongside our partners since 2019.
The same six years brought business owners into direct conversation at scale, with closings supported alongside partners from solo practices to multi-location platforms. Partner identities are confidential by policy. The record is walked through live.
The Statement
A qualified call means every criterion met and the owner said yes — nothing softer is counted anywhere on this page.
Figures current as of Q3 2026 · reconciled quarterly · walked through live on your first call.
Per-Partner Cadence
Not a promise — a cadence, measured the same way for every partner on retainer, from first outreach to closed deal.
Illustrative funnel, not a literal scale — the cadence is reviewed with you on a fixed schedule.
Since 2019
Every milestone below is a checkpoint we'll reconcile with you against our internal system of record.
The sourcing engine goes live — direct owner outreach begins at scale, one conversation at a time.
1,000+ owners reached a day becomes the daily standard, not the exception.
The data engine scales across sectors; weekly qualified-call reporting becomes the standard.
The Sentinel Pace — 20+ qualified calls per 90 days, reported weekly — is how retained mandates are run.
A portfolio DSO grows from 25 to 100+ locations on our sourcing; the fund hires us to source a new platform’s founding deal.
Closings now span solo practices to multi-location platform acquisitions.
Closings include a Northeast multi-location dental group (~$9.0M + earn-out, January), a two-location practice in the South ($2.8M, September), and a rescued deal closed with a second buyer (September).
You guys have done a great job generating proprietary deal flow for us and were able to hit the ground running with your methods.
J. Blake · VP of Corporate DevelopmentVerify Us
Every number above is available to walk through in detail — before you sign anything.
See the actual pipeline, stage by stage, on your first call — not a slide deck.
Provided during your diligence of us. Not published on this page — but never withheld.
20+ qualified calls per 90 days on high-velocity mandates — reported weekly.
“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.”