Dealflow & Intermediary Red Flags

searcher profile

August 22, 2025

by a searcher from Johns Hopkins University in Shanghai, China

I’ve been testing different ways to build dealflow—Facebook has actually been a surprisingly good channel for reaching “boomer sellers.” But I’ve also run into the other side: an intermediary with spelling errors on his site who sent me a boilerplate (AI generated) buy-side agreement before we’d even spoken. Clear red flag. That got me thinking: What are the green flags you look for in a broker or intermediary? What are the red flags that make you walk away? Has anyone here found good ways to share or even monetize dealflow that doesn’t fit your mandate? I’d love to hear your experiences; what’s worked for you, what hasn’t, and how you’ve approached this part of the search.
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commentor profile
Reply by a professional
from The Johns Hopkins University in Basking Ridge, NJ 07920, USA
Obviously I am a bit biased, but a good broker should not be sending definitive agreements. Its bad practice and, in general, the agreements are poor quality so that, if used, they require more legal work - not less. Happy to connect further and discuss if you like. In any case, always great to meet another JHU alum. Best of luck.
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