OffDeal

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.

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

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

• SMB M&A advisory
• AI investment banking
• Business valuation tools
• Buyer matching platform
• Sell-side advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. 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.
2. Buyer Network Access: Free buyer network for qualified buyers seeking acquisition opportunities, with no finder fees or retainer charges for buyers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core 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

Named customers5 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature3 records

Partnerships

One partnership is on record.

• Banner Capital ManagementminorOthersOffDeal 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

Direct 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

• Xx.com/tryoffdeal
• LinkedInlinkedin.com/company/offdeal

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OffDeal