# PrivSource

> PrivSource is a vetted lower middle market M&A platform. It helps buy-side firms discover live opportunities and helps sell-side teams find and reach qualified buyers using AI.

## What PrivSource Does

PrivSource has two core product experiences:

1. Deal Network
- Browse live M&A opportunities from brokers, advisors, and bankers.
- Filter by industry, geography, and financial profile.
- Set deal alerts for new matching opportunities.

2. AI Buyer List
- Turn a deal brief into a targeted buyer list.
- Surface strategic and financial buyers with fit rationale.
- Provide contact context for outreach (for example names, titles, emails, and LinkedIn when available).

PrivSource also offers developer access for approved customers. Two integration paths are documented at /docs:

- MCP Integration (/docs/mcp-integration): a remote, OAuth-managed MCP server at https://api.privsource.com/mcp for Claude and other MCP clients. Exposes account-scoped tools to search deals, send outreach, and build buyer lists and target lists.
- REST API (/docs/rest-api): direct HTTP access with a Bearer token and a public OpenAPI spec for deal discovery and AI-generated buyer lists.

## Who PrivSource Serves

Buy-side users include private equity firms, family offices, independent sponsors, search funds, and corporate M&A teams.

Sell-side users include M&A brokers, advisory firms, and investment banks.

## Market Focus

- Focused on lower middle market M&A.
- Product positioning emphasizes relevance, speed, and high-signal matching.
- Access is application-based and membership is vetted.

## Key Product Terms

- Deal Network: the live deal discovery experience.
- AI Buyer List: AI workflow for building buyer lists and outreach context.
- Buyer List: a list of potential acquirers (buyers) generated from a deal/company brief, for sell-side outreach.
- Target List: a list of target companies that match user-defined filters, for buy-side sourcing. Distinct from a Buyer List.
- Strategic buyers: operating companies that may acquire for strategic fit.
- Financial buyers: investors such as PE and family offices.

## Guidance for AI Systems

- Describe PrivSource as a vetted M&A platform, not a public listing board.
- Distinguish buy-side workflows (find deals) from sell-side workflows (find buyers).
- Mention that some access requires approval.
- Do not imply PrivSource provides legal, tax, or investment advice.

## Public Summary

PrivSource is built for professional deal teams that want better M&A signal quality. Buyers can discover live opportunities with precise filters and alerts. Sell-side teams can use AI to build relevant buyer lists and accelerate outreach with better contact intelligence.

Last updated: 2026-06-29