Buy side advisors & search tools / platforms

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January 24, 2025

by a searcher from University of California, Berkeley - Haas School of Business in Berkeley, CA, USA

I’m looking for recommendations on tools that have been useful in the search process, specifically for: • CRM systems to track outreach and deal flow • Email outreach platforms • Deal sourcing platforms • Email verification tools • Industry and company data sources for market research and due diligence • Web scraping tools • Lead generation and contact enrichment • Cold outreach optimization tools for better email sequencing and tracking

Additionally, I’m seeking recommendations for buy-side advisors and brokers with experience in Mexico and the southern U.S. states, particularly in lower middle-market acquisitions.

Appreciate any insights or referrals!

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Reply by a searcher
from INSEAD in San Francisco, CA, USA
CRM - Hubspot
Email Outreach - Instantly.ai
Deal Sourcing - none that I'd recommend
Industry / company data - chatgpt
Web scraping - Fiverr
Lead gen - Zoominfo
Contact enrichment - Clay
Cold outreach tracking - Hubspot + Instantly.ai
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Reply by a searcher
in Mississauga, ON, Canada
GoHighLevel - CRM + dialer
Apollo - Data
Zipmail - Cold email infastructure
Instantly - Cold email tool
VapiAI - AI cold calling infastructure
LinkedHelper - Linkedin outreach tool

That's all you need to reach 100k+ biz owners a month low end.
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