OffDeal
OffDeal is an AI-native investment bank that provides sell-side M&A advisory, AI-powered buyer matching, valuation, and market comps tools to U.S. small business owners with $5M-$100M in revenue, earning revenue exclusively through success-based transaction fees.
- Company typePrivate
- Founded2024
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What OffDeal does
OffDeal is an AI-native investment bank founded in 2023-2024 and headquartered in New York, NY, that targets the lower middle-market segment of U.S. small business M&A — specifically sellers with $5M-$100M in revenue, a market traditionally underserved by bulge-bracket advisory firms due to deal-size economics. The platform combines AI Buyer Match (an algorithm that generates 1,000+ strategic and financial buyer matches per deal in minutes), an AI Valuation Tool producing business valuations in under 60 seconds, and a Market Comps Tool that surfaces real-time comparable listings and sector multiples, all offered as free self-serve products that feed a top-of-funnel pipeline.
Behind the tools, the company runs end-to-end sell-side M&A advisory with dedicated bankers, using generative AI to automate CIMs and document preparation and agentic AI to handle data-room preparation, buyer outreach, and process tracking. Individual bankers at OffDeal run 10-11 live deals simultaneously versus 2-3 at traditional firms, and the company targets sub-45-day offer timelines against a 4-month industry baseline.
Revenue is generated exclusively through success-based transaction fees with $0 upfront cost to sellers; the company has completed 30+ sell-side transactions across verticals including HVAC (Rocky Mountain Heating and Cooling), digital/print/signage (1Source), healthcare, business services, consumer, and industrials. The company is venture-backed, having raised approximately $16.7M total ($4.7M seed in September 2024 plus $12M Series A in July 2025) led in both rounds by Radical Ventures, at an approximate $100M post-money valuation, and projects $100M in annual run-rate revenue by late 2027 on a target of 100 closed deals annually with a lean team structure.
OffDeal firmographics
Firmographics- Name
- OffDeal
- Legal name
- OffDeal, Inc.
- Website
- https://offdeal.io
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- OffDeal is an AI-native investment bank that provides sell-side M&A advisory, AI-powered buyer matching, valuation, and market comps tools to U.S. small business owners with $5M-$100M in revenue, earning revenue exclusively through success-based transaction fees.
- Ownership category
- akta.pro rank
OffDeal industry classification
Industry- Product category
- M&A Advisory / Investment Banking
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
- akta.pro secondary industry
- Buy-Side M&A Advisory (FSAEAGAB)
Keywords
Where OffDeal is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OffDeal business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Success-Based M&A Advisory Fees: OffDeal charges success-based fees - they only win if the client wins. No retainers or hidden fees upfront. The company succeeds when business owners achieve successful exits, aligning incentives between advisor and client.
- Buyer Network Access: Free buyer network for qualified buyers seeking acquisition opportunities, with no finder fees or retainer charges for buyers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Multi-year contract | Success-based M&A advisory with $0 upfront fees |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
OffDeal product offering
Product offeringCore offering
OffDeal is an AI-native investment bank providing sell-side M&A advisory services to small business owners with $5M-$100M in revenue. The company combines AI-powered buyer matching (1,000+ strategic matches per deal), instant valuation tools, market comps analysis, and a vetted buyer network with end-to-end advisory from dedicated M&A bankers to help owners achieve faster, higher-value exits through competitive auctions at $0 upfront fees.
Product overview
OffDeal is an AI-native investment bank offering a unified platform for small business M&A advisory. The core offering combines an AI Buyer Match tool (1,000+ personalized buyer matches), a Valuation Tool (AI-powered instant business valuation), and a Market Comps Tool (real-time comparable analysis) into a cohesive platform serving businesses with $5M-$100M in revenue. The platform is complemented by a dedicated Buyer Network of vetted private equity and strategic acquirers, and end-to-end M&A Advisory Services from dedicated advisors who leverage AI for deal automation. OffDeal generates revenue on a success-fee basis, only charging clients upon deal completion.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Buyer Match AI-powered buyer matching algorithm that maps every strategic and financial buyer and delivers 1,000+ personalized buyer matches on average, pinpointing strategic buyers with sector expertise. Available for free to business owners.
- Valuation Tool Free AI-powered business valuation tool that generates customized valuation reports based on similar past M&A deals and real transaction data in under 60 seconds. Used by 5,000+ business owners.
- Market Comps Tool Free AI market comps tool providing real-time comparable listings, sector multiples, and key pricing drivers to benchmark business valuation against similar businesses up for sale.
- Buyer Network Network of vetted buyers including private equity firms, strategic corporates, search funds, and independent sponsors seeking lower middle-market acquisition opportunities. Free to join with no finder fees or retainer charges for buyers.
- M&A Advisory Services End-to-end sell-side M&A advisory including expert guidance from dedicated M&A advisors, engaged high-intent buyers booked for one-on-one meetings, competitive auctions, and firm offer negotiation support. Success-based fee with $0 upfront.
Quantifiable outcome
- 15x more buyers matched to each business on average
- +5 more outcomes
Companies that use OffDeal
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles2 records
OffDeal technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature3 records
OffDeal partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Banner Capital ManagementminorOffDeal advised 1Source in its acquisition by Vision Graphics, LLC, which is a portfolio company of Banner Capital Management. This represents a completed transaction rather than an ongoing partnership.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
OffDeal competitors and assessment
Company assessmentDirect peers
- Generational Group: One of the largest US lower middle market M&A advisory firms, advising on sale of privately held businesses typically valued between $5M-$500M. Highly comparable to OffDeal in target segment and core sell-side advisory services, though it relies on traditional manual processes rather than AI-native tooling.
- Transworld Business Advisors: Global franchise specializing in business brokerage, franchise consulting, and M&A advisory primarily for SMBs. Comparable to OffDeal in target segment and service scope, with an established buyer network and franchise-driven distribution model.
- Axial: Deal origination platform and member network connecting lower middle market M&A advisors, business owners, and capital providers. Comparable in target segment and digital-first approach, though more horizontal than OffDeal's vertical specialization.
- BizBuySell: Largest online marketplace for buying and selling small businesses in North America with hundreds of thousands of listings. Comparable in serving SMB sell-side buyers and sellers, but operates as a listing marketplace without OffDeal's full advisory service.
- Murphy Business Sales: US business brokerage franchise focused on SMB M&A transactions including business sales, valuations, and mergers. Comparable in target segment and core brokerage services, with an established franchise model and national footprint.
- Sunbelt Business Brokers: One of the largest business brokerage networks in the US, specializing in main street and lower middle market business sales. Comparable in serving SMB M&A sellers with established regional franchise coverage and buyer relationships.
- Flippa: World's largest online marketplace for buying and selling websites, SaaS, ecommerce, and other digital SMBs. Comparable in SMB M&A target segment and digital-first marketplace approach, though more focused on online/digital businesses than OffDeal's broader verticals.
- Acquire.com: Online marketplace for buying and selling small SaaS and tech-enabled businesses. Comparable in SMB acquisition target segment and digital-first marketplace model, though typically smaller deal sizes than OffDeal's LMM focus.
- Empire Flippers: Curated online marketplace for buying and selling established online businesses (SaaS, ecommerce, content). Comparable in SMB M&A digital marketplace model, with curation and valuation tooling that overlaps with OffDeal's PLG approach.
Broad incumbents
- Houlihan Lokey: Global investment bank with a strong middle-market M&A advisory practice across multiple sectors. Comparable as a broader incumbent offering M&A advisory to a wider range of company sizes, representing the kind of competitive pressure OffDeal could face as it moves upmarket.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
OffDeal social profiles
Digital presenceOffDeal financial estimates
Financial estimateRevenue estimate
Valuation estimate
OffDeal leadership team
Management profileNumber of profiles
Profiles2 records
OffDeal funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OffDeal M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OffDeal
What does OffDeal do?
OffDeal is an AI-native investment bank providing sell-side M&A advisory services to small business owners with $5M-$100M in revenue. The company combines AI-powered buyer matching (1,000+ strategic matches per deal), instant valuation tools, market comps analysis, and a vetted buyer network with end-to-end advisory from dedicated M&A bankers to help owners achieve faster, higher-value exits through competitive auctions at $0 upfront fees.
Is OffDeal a public or private company?
OffDeal is a private company. It is classified as venture growth investor backed and is currently operating.
When was OffDeal founded?
OffDeal was founded in 2024. It employs 11 to 50 people.
Where is OffDeal based?
OffDeal is headquartered in New York, United States, in the North America region.
How does OffDeal make money?
Two revenue lines are on record. Success-Based M&A Advisory Fees are the primary driver. The others are buyer Network Access.
Who are OffDeal's main competitors?
Direct peers on record are Generational Group, Transworld Business Advisors, Axial, BizBuySell, Murphy Business Sales, Sunbelt Business Brokers, Flippa, Acquire.com and Empire Flippers. Houlihan Lokey is listed as a broad incumbent.
Does OffDeal have an API?
No public API is recorded for OffDeal.
What industry is OffDeal in?
OffDeal's product category is M&A Advisory / Investment Banking. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory, with a secondary code of FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 5231 and its SIC code is 6211.