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Mandate Origination is for boutique lower-middle-market M&A advisers and investment banks, as well as corporate-finance, debt and restructuring advisers seeking new instructions. Tannto builds a proprietary list of relevant owners, runs approved outreach under your firm's name, qualifies owner interest and books meetings with your advisory team.
Most advisory firms win instructions through partner relationships, accountants, lawyers and previous clients. Those channels are valuable, but they rarely provide systematic access to the full owner market.
Mandate Origination gives your firm a proprietary route to relevant owners before they appoint an adviser. Tannto manages the research, contact identification, outreach, follow-up, reply handling, qualification and meeting booking.
Your advisory team receives qualified owner meetings without having to build and operate an internal origination function. Your advisers can focus on building the owner relationship and, where appointed, structuring and leading the transaction.
Standard databases return companies and contacts that match broad filters. Tannto configures custom AI and software around your firm’s exact mandate brief.
The system identifies relevant companies, verifies ownership, finds the appropriate owner or decision-maker and links evidence concerning the company, its ownership, its market and the timing of an approach. Human researchers verify the sources, resolve uncertainty and apply your exclusions and conflicts.
Signals can include:
These signals show where an advisory conversation may be timely. The owner conversation establishes the actual position.
Each engagement begins with a newly constructed prospect market. The same brief governs the AI, human research, approval process, outreach, qualification and reporting.
Every proposed owner record includes a clear reason for inclusion and supporting sources. The advisory firm approves the company, contact and intended approach. Tannto then conducts the outreach under the firm’s authorised identity and handles replies and qualification through to a booked meeting.
Custom AI expands the firm’s market coverage and monitors it for relevant changes. Human research determines whether the evidence is credible. The advisory firm controls how it is represented.
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The firm and Tannto agree the target sectors, company characteristics, scale, geography, ownership profile and relevant advisory situations. The brief also sets exclusions, conflicts, evidence requirements, approval rules, permitted communications and the qualification standard.
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Tannto builds the company and owner market, records the source supporting each inclusion and uses bespoke software and AI to identify and monitor relevant signals. A researcher checks each proposed company and owner before they reach the firm for approval.
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The firm reviews the company, owner, evidence and proposed communication. Tannto conducts approved outreach under the firm’s name, manages follow-up and handles initial responses.
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Tannto confirms that the company fits the brief and that the owner is willing to discuss a credible advisory need. Qualified owners are booked directly with the advisory team and handed over with the research, communication history, stated position and agreed next step.
Where the timing is later, Tannto records and schedules a dated re-approach. Refusals, objections and excluded parties are suppressed as required.
A qualified introduction is a booked meeting with:
Tannto provides the research, contact history, owner’s stated position and agreed next step. The advisory firm takes responsibility from the introduction, builds the owner relationship and, where appointed, structures and leads the transaction.
Every prospect record researched for the engagement forms part of a client-owned dataset. It includes the company and ownership research, contact details, sources, signals, approvals, responses, re-approach dates and suppression records.
The dataset is exclusive to your firm. Tannto does not sell, share, recycle or reuse it for another M&A adviser or investment bank. Your firm receives it in an accessible format and retains it after the engagement ends.
Ownership of the compiled dataset is permanent. The use and retention of personal data within it remain subject to applicable data-protection and suppression requirements.
Reporting covers the market examined, exclusions, companies researched, approved approaches, owner responses, qualified meetings, re-approach dates, signed advisory engagements and attributable advisory fees.
A qualified meeting is the operating result. A signed engagement is the commercial outcome.
Tannto works within the approval, disclosure, conflict, communication and recordkeeping framework established by the advisory firm.
For FINRA-member firms, the engagement operates within the firm’s written supervisory procedures, approved communications, permitted channels, required review, recordkeeping, retention and supervision. The member firm remains responsible for determining and maintaining compliance with applicable FINRA and SEC requirements.