OffDeal is an AI-native investment bank for small businesses. We offer small business owners a hassle-free way to sell their company for the highest price to the best possible buyer. We leverage years of Wall Street experience and our custom-built proprietary AI technology to ensure your business attracts the highest number of buyers so that you can realize the full value for your life's work. OffDeal also offers buy-side services that assists buyers with proprietary deal origination (typically add-ons), as well as comprehensive market mapping / market research services to support due diligence or portfolio value creation.
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OffDeal reposted this
Super excited to welcome Zev Ben-Ami to OffDeal! Zev joins us after 5 years at Solomon Partners, where he advised on M&A transactions on the Infrastructure, Power & Renewables team. He'll be working directly with founder & family-owned business owners as they navigate one of the most important decisions of their lives — selling their company. If you or someone you know is exploring a sale of your business, reach out to Zev!
OffDeal reposted this
Scale demands speed. For investment banking platform OffDeal, rapid growth requires an LLM that can match the tempo of live deals Using Gemini Flash-Lite, OffDeal’s AI agent, "Archie," delivers instant, high-quality financial data mid-Zoom call. OffDeal also uses Flash-Lite to triage email traffic in parallel, orchestrating downstream AI agents with sub-second, lag-free precision. Excited to see the continued success congrats Alston Lin Ori E. https://lnkd.in/e4XitnTz
OffDeal reposted this
One year ago I became the first employee at OffDeal. We went from 0 to millions in revenue. Raised a $12M Series A. 2026 is shaping up to be our biggest year yet. I'm looking for someone to join me on the GTM team. The job spans partnerships, events, and outbound, taking strategic priorities and turning them into real outcomes. Looking for someone smart, high-motor, high-EQ. Reach out!
Our GTM motion is compounding in scope and complexity and we need help! If you want to become an elite operator and directly influence the top-line of a fast growing startup, come work with our cracked team and the amazing Jacob G. at OffDeal! Job posting in the comments :)
OffDeal reposted this
Pumped to welcome Pedro Luis C. to the team as a Biz Ops MBA Intern! At OffDeal, Pedro will be helping us drive key GTM initiatives and help us scale strategic partnerships. Pedro is currently completing his MBA at Harvard Business School and brings an incredible mix of strategic and investing experience to the table. Before HBS, he worked as a consultant at McKinsey & Company and as an investor at Stockbridge Investors. The team keeps leveling up!
OffDeal reposted this
At OffDeal, our bankers work alongside an agentic workforce. AI investment bankers research companies, qualify leads, track deal deliverables, and synthesize gigabytes of communications data. The vision isn't to replace completely replace all human bankers. Instead, we’re scaling each human to run more deals and drive better outcomes for clients than any traditional team could. But that raises an obvious question: are our AI bankers actually good? Are they getting better? And when we change something, how do we know we didn't just make things worse? We had no way to answer any of this. So we built a benchmarking framework purpose-built for investment banking workflows. Over four weeks, we went from concept to a production system running 160+ test cases daily across 7 benchmarks in our cloud, posting results in Slack every morning. The results surprised us, so we decided to share some of our learnings from building this out.
OffDeal reposted this
We've had so many inbounds from landscaping that it felt like malpractice not to start a dedicated coverage effort in the sector. Over the past few months, our team has spoken to hundreds of family owned landscaping businesses as well as 95%+ of top PE-backed consolidators in the space. Today, we are excited to announce that we are doubling down on the industry that we got to know so well with Varun Agarwal leading the coverage effort. If you or someone you know is interested in learning more about landscaping M&A please don't hesitate to reach out to us. Many thanks to Lawn & Landscape magazine and Landscape Management for breaking the news. Links to learn more in the comments.
OffDeal reposted this
🚨WE NEED TO HIRE MORE BANKERS!!! 🚨 We're scaling fast and need more firepower to keep up with the demand. We want to hear from you if you: - Have 5-8 years of deal experience - Love dealmaking - both execution and origination - Want to own your own P&L - Ready to build out sector coverage - View AI as a force multiplier, not a threat 2025 was our first year and we're off to an incredible start, and this year is looking even crazier. AI capabilities are going vertical, buyer demand for lower middle market deals is at an all-time high, and 2026 is shaping out to be a record year for M&A. If you're interested in learning more, we'd love to hear from you. And if you know someone that might be a good fit, give us a tip and we'll pay a $25K cash referral bonus if they get hired! Full job posting in the comments :)
OffDeal reposted this
🔥🚪👀 𝗢𝗙𝗙𝗜𝗖𝗘 𝗗𝗥𝗢𝗣 𝗜𝗡𝗦, weekly profiles of cracked teams | Ep 20: OffDeal (w/ Ori E.) OffDeal is making high quality investment banking services available to the SMB. Traditionally, this segment has been dramatically underserved. Sales have occurred either with the help of a less professional broker, or, more commonly, no broker at all. A poorly run process means fewer buyers in the funnel and less optimization on process. Ori, a former bulge bracket banker himself, founded OffDeal to leverage AI to bring top notch banking services to this longtail of SMBs that make up the lion share of America’s economic engine. Really fun to speak with Ori about what he and the team are building at OffDeal. cc: Office Drop Ins #startups #venturecapital #AI #hiring #officedropins
OffDeal reposted this
Pleased to announce that 1Source has been acquired by Vision Graphics, a portfolio company of Banner Capital. Congratulations to Amit Soman from 1Source and the Banner team (Tyler Price, Cooper Ainge) on this exciting new chapter. OffDeal acted as an exclusive sell-side advisor to 1Source.
OffDeal reposted this
Had a great time co-hosting an intimate dinner alongside Justin Schlacks from Goldman Sachs Private Wealth Management, bringing together some of the best founder-led businesses in the Tri-State. One of the key topics that emerged (unsurprisingly) was AI—and how it's creating tremendous growth opportunities across each of our guests' sectors, from asphalt & paving to IT and cybersecurity and everything in between. It was fun to see founders sharing insights across such different industries. We'll be hosting more of these intimate, curated dinner conversations in the coming months—reach out if you'd like to join us for the next one! Thank you to the Goldman Sachs team for being great co-hosts and Jacob G. for organizing!