The Deal Operating System for the Lower Middle Market
Your next acquisition shouldn't depend on your next introduction.
HawkEye OS gives independent sponsors, PE firms, family offices and holdcos one system to source deals, work owners and brokers, track investors and grow portfolio companies. We install it and run it with you. Live in 48 hours. Built for firms that move fast.
Deal Pipeline
24 active targets · $48.2M pipeline value
Target Identified
Apex Security Co.
Rev $8.2M · EBITDA $1.9M
Rivergate HVAC
Rev $5.1M · EBITDA $1.1M
First Contact
Coastal Towing
Rev $3.4M · EBITDA $0.7M
Owner Call
BlueLine Restoration
Rev $11M · EBITDA $2.6M
NDA Signed
Meridian Access
Rev $6.8M · EBITDA $1.5M
CIM Review
LOI Sent
Northwind HVAC
Rev $9.3M · EBITDA $2.1M
Diligence
Closed
The Problem
You're buying businesses. Why is your deal flow still running on spreadsheets and introductions?
Owner conversations live in one inbox. Broker emails in another. Investor notes in a spreadsheet. Follow-up depends on memory. Deals go cold and nobody notices until someone else closes them.
Deal flow depends on who you know
Referrals matter. They shouldn't be your only source of deals.
Your CRM wasn't built for buying companies
Generic pipelines don't reflect how you source, advance and close.
Your website doesn't bring deals to you
If an owner wants to sell, can they find you and trust you enough to call?
Your team does work software should do
Manual follow-ups, scheduling and data entry eat the week.
Your portfolio companies run in silos
Each new company brings different tools, reporting and processes.
One missed $2M EBITDA deal at 5x is $10M of enterprise value. HawkEye OS starts at $15,000.
Book a Recon Call→HawkEye OS
Everything you need to buy and grow companies. One login.
Deal Pipeline
24 active targets · $48.2M pipeline value
Target Identified
Apex Security Co.
Rev $8.2M · EBITDA $1.9M
Rivergate HVAC
Rev $5.1M · EBITDA $1.1M
First Contact
Coastal Towing
Rev $3.4M · EBITDA $0.7M
Owner Call
BlueLine Restoration
Rev $11M · EBITDA $2.6M
NDA Signed
Meridian Access
Rev $6.8M · EBITDA $1.5M
CIM Review
LOI Sent
Northwind HVAC
Rev $9.3M · EBITDA $2.1M
Diligence
Closed
Deal Pipeline
Every target from first touch to close.
- Custom stages from target to LOI
- Revenue, EBITDA and industry on every card
- Forecast what closes this quarter
Owner & Broker Inbox
D. Mercer (Apex Security)
2mHappy to share financials after an NDA.
Broker · Linden Group
14mOwner is open to a call next week.
R. Hale (Rivergate HVAC)
1hVoicemail: 1:42 · transcribed
J. Okafor (Coastal Towing)
3hRe: follow-up on our conversation
Broker · Summit Partners
5hSending the teaser your way today.
Workflow · Broker Follow-Up
New broker lead
Trigger
Send intro email
Wait 2 days
Delay
SMS check-in
SMS
Create task for partner
Task
Owner and Broker Outreach
Follow-up that never goes cold.
- Email, SMS and calling in one inbox
- Automated sequences for owners and brokers
- Tasks created for your team automatically
Capital Partners
Investor Tracking
Know exactly where your capital stands.
- Every LP and capital partner in one place
- Soft circle to commitment tracking
- Investor updates sent on schedule
Mutual NDA · Apex Security Co.
MUTUAL NON-DISCLOSURE AGREEMENT
This Mutual Non-Disclosure Agreement is entered into by and between HawkEye Capital Partners, LLC and Apex Security Co., effective as of the date of last signature below.
Each party agrees to hold confidential all proprietary information disclosed in connection with a potential business transaction, including financial statements, customer lists, and operational data.
... obligations survive for a period of three (3) years ...
✓ Signed by D. Mercer
Mar 14, 2026 · 9:42 AM EST
NDAs and Documents
NDAs signed in minutes, not days.
- E-signature built in
- Templates for NDAs and LOIs
- Every signed document logged to the deal
LEXI AI
● Online · qualifying seller
LEXI AI
Your deal desk never sleeps.
- Answers owner calls and texts 24/7
- Qualifies sellers before you get on the phone
- Books calls on your calendar
Portfolio Companies
Apex Security
Rivergate HVAC
Coastal Towing
Portfolio Growth
Every company you buy is live within days of close.
- Website, reviews, calls and follow-up for each company
- Separate data and branding per company
- One roll-up view across the portfolio
Reporting Dashboard
Active targets
148
Owner conversations
23
LOIs out
4
Pipeline value
$48.2M
Pipeline value · last 6 months
Reporting your lenders and investment committee will trust.
How It Works
Your process first. Live in 48 hours.
Recon
We review your deal flow, tools and website before we talk.
Process Mapping
We map how you actually source, raise and close.
Deployment
HawkEye OS built around that process.
Onboarding
Your team trained and using it.
Managed Support
We run it with you and keep improving it.
48 hours
Platform live after onboarding
7 days
First owner and broker outreach running
30 days
Fully customized to your process
Most firms spend months picking tools. You'll be working deals this week.
Pricing
Start with the system. Scale into a managed partnership.
Every tier goes live within 48 hours of onboarding.
Foundation
HawkEye OS install
- Deal pipeline
- Owner and broker outreach
- Investor tracking
- NDAs and documents
- Reporting
- Team onboarding
Starting at $15,000 install
Book a Recon Call→Build
Everything in Foundation, plus
- Website rebuild
- Seller discovery campaigns
- Thought leadership
- LEXI AI
Starting at $25,000 install
Book a Recon Call→Managed
We run it with you
- Ongoing outreach
- Platform administration
- Optimization
- Portfolio rollouts
- Monthly reporting
Starting at $15,000/month
Apply for Managed→Platform
Already installed? Keep the system running.
Full access to HawkEye OS, your snapshot, best-practice playbooks, and 24-hour live chat support. Self-managed.
$497/month after install
Book a Recon Call→Not ready for a full install? Start with the $997 Front Door Audit.
What's Included
Every tool your deal team needs. Already connected.
No add-on software. No integrations to manage. It's all inside HawkEye OS.
Deal Pipeline
- Custom deal stages, target to close
- Revenue, EBITDA and industry fields
- Deal scoring and prioritization
- Pipeline value forecasting
- Stage-based task automation
- Unlimited pipelines per strategy
Owner & Broker Outreach
- Email, SMS and calling in one inbox
- Multi-step outreach sequences
- Broker relationship tracking
- Call recording and transcription
- Missed-call text back
- Re-engagement for cold targets
Investor & Capital Tracking
- LP and capital partner CRM
- Soft circle to commitment stages
- Check size and allocation tracking
- Scheduled investor updates
- Meeting and touchpoint history
- Lender and co-investor records
Documents & E-Signature
- NDA templates with e-signature
- LOI and term sheet templates
- Signed documents logged to each deal
- Document request forms
- Automatic reminders for unsigned docs
- Full audit trail
Automations & Workflows
- Lead routing to the right partner
- Follow-up triggers by deal stage
- Task creation and assignment
- Internal alerts and notifications
- Webhook and app integrations
- Conditional logic workflows
LEXI AI
- 24/7 call and text answering
- Seller qualification questions
- Appointment booking to your calendar
- Web chat and DM responses
- Conversation summaries
- Plain-English reporting answers
Seller Discovery & Web Presence
- Firm website build or rebuild
- Seller inquiry and "sell your business" pages
- Acquisition criteria pages
- SEO for acquisition searches
- Mobile-optimized forms
- Thought leadership publishing
Portfolio Company Rollout
- Dedicated account per company
- Websites, reviews and call handling
- Automated review requests and replies
- Separate data and branding
- Shared playbooks and SOPs
- Portfolio-wide roll-up view
Reporting & Analytics
- Pipeline and deal-flow dashboards
- Source attribution by channel
- Outreach and response metrics
- Investor pipeline reports
- Portfolio performance tiles
- Monthly reports for partners and lenders
Live in 48 hours after onboarding.
Client Intel
Don't take our word for it.
Owners, operators and teams who stopped patching tools together.
Built and tested on our own acquisition platform first. TurnKey Restoration Group ranks #1 in Google for restoration acquisition searches in Atlanta.
"Our phones are ringing more, our average sale price has increased, our reviews are better, our processes are tighter, our visibility has increased. I could go on and on."
M.O., Multi-Business Owner
"I have been working with Ryan for many months now across multiple businesses. What more can I say than he is a rockstar! I have used people in his space before and always left disappointed with the results. Ryan and his team are leaps and bounds above his peers. He provides way more value than he charges for and the results speak for themselves. He takes my business personally as if it was his own. Our phones are ringing more, our average sale price has increased, our reviews are better, our processes are tighter, our visibility has increased. I could go on and on."
"I have owned an auto repair shop since 2006 and I have worked with many marketing companies and consultants and none have even come close to Ryan. He asks questions, digs deep, and gets involved. And most importantly, he delivers. Many marketing companies take days or weeks to complete simple tasks. Within hours of our conversation, Ryan delivered the project completed with no issues and a super professional result."
"I had the pleasure of working with Ryan and his team. They did such a great job and we've seen an unbelievable uptick in event inquiries at our restaurant! Highly recommend HawkEye!"
"HawkEye is our go-to team for all things website, marketing and SEO. We have been working with them for years and they are like having an in-house tech team on call. You can trust them to be thorough, responsive and turn things around quickly!"
"I've worked with several marketing companies that promise the stars. All ask for a lot of money and say 'trust us.' Well, HawkEye is the real deal! I saw very quick results. I was very impressed with HawkEye's knowledge of the market and ability to pivot instantly. Highly recommend!"
"We've worked with multiple marketing agencies in the past and often found the results to be disjointed and unclear. HawkEye completely rebuilt and optimized our website and implemented an AI-powered CRM that gave us real-time insight into key metrics, including our sponsorship and volunteer pipeline. These improvements have been game-changing, not just for day-to-day operations, but also in board meetings where data clarity is critical. We now have a platform we can grow with and a partner we trust."
"Ryan and team at HawkEye overhauled our website and so far it's ranking much better than before. They have been great to deal with and very attentive. Highly recommend them!"
"I have been working with Ryan for many months now across multiple businesses. What more can I say than he is a rockstar! I have used people in his space before and always left disappointed with the results. Ryan and his team are leaps and bounds above his peers. He provides way more value than he charges for and the results speak for themselves. He takes my business personally as if it was his own. Our phones are ringing more, our average sale price has increased, our reviews are better, our processes are tighter, our visibility has increased. I could go on and on."
"I have owned an auto repair shop since 2006 and I have worked with many marketing companies and consultants and none have even come close to Ryan. He asks questions, digs deep, and gets involved. And most importantly, he delivers. Many marketing companies take days or weeks to complete simple tasks. Within hours of our conversation, Ryan delivered the project completed with no issues and a super professional result."
"I had the pleasure of working with Ryan and his team. They did such a great job and we've seen an unbelievable uptick in event inquiries at our restaurant! Highly recommend HawkEye!"
"HawkEye is our go-to team for all things website, marketing and SEO. We have been working with them for years and they are like having an in-house tech team on call. You can trust them to be thorough, responsive and turn things around quickly!"
"I've worked with several marketing companies that promise the stars. All ask for a lot of money and say 'trust us.' Well, HawkEye is the real deal! I saw very quick results. I was very impressed with HawkEye's knowledge of the market and ability to pivot instantly. Highly recommend!"
"We've worked with multiple marketing agencies in the past and often found the results to be disjointed and unclear. HawkEye completely rebuilt and optimized our website and implemented an AI-powered CRM that gave us real-time insight into key metrics, including our sponsorship and volunteer pipeline. These improvements have been game-changing, not just for day-to-day operations, but also in board meetings where data clarity is critical. We now have a platform we can grow with and a partner we trust."
"Ryan and team at HawkEye overhauled our website and so far it's ranking much better than before. They have been great to deal with and very attentive. Highly recommend them!"
"HawkEye has been everything we were looking for in a marketing agency and then some. Ryan and his team have gone above and beyond to exceed all of our expectations. It was a scary decision to invest in our brand's digital presence, but we are well on our way to the results we were looking for. If improving your online appearance and driving more customers into the shop is your goal, Ryan and his team are worth your time. One of the best and most impactful investments we've made in our business."
"This platform is beyond amazing for me as a first-time business owner. It's literally a company in a box. Marketing, posting, storefront, accounting. All the things! Highly recommend."
"Our company sought Ryan's guidance when we were experiencing issues with our website's load speed. By making a small change, there was an immediate improvement. He recommended other steps to improve website performance and SEO, and he explained the 'why' behind his recommendations."
"Working with Ryan and his team was an amazing experience. Their response time was always within 24 hours, even from another country. The team went above and beyond to ensure all our needs and expectations were met. Highly recommend!"
"Ryan and his team always make sure our companies look great and work great too! I especially appreciate how responsive they are to our questions and designing solutions based on our goals."
"Worked with Ryan and the team on a project for a client. Extremely impressed with the professionalism, quality of work, and their timeliness in responses. Would definitely recommend."
"Incredibly professional with amazing work. Very clear and explains everything so you don't feel overwhelmed or confused. A true pleasure to work with."
"Great work. Very prompt and responsive."
"HawkEye has been everything we were looking for in a marketing agency and then some. Ryan and his team have gone above and beyond to exceed all of our expectations. It was a scary decision to invest in our brand's digital presence, but we are well on our way to the results we were looking for. If improving your online appearance and driving more customers into the shop is your goal, Ryan and his team are worth your time. One of the best and most impactful investments we've made in our business."
"This platform is beyond amazing for me as a first-time business owner. It's literally a company in a box. Marketing, posting, storefront, accounting. All the things! Highly recommend."
"Our company sought Ryan's guidance when we were experiencing issues with our website's load speed. By making a small change, there was an immediate improvement. He recommended other steps to improve website performance and SEO, and he explained the 'why' behind his recommendations."
"Working with Ryan and his team was an amazing experience. Their response time was always within 24 hours, even from another country. The team went above and beyond to ensure all our needs and expectations were met. Highly recommend!"
"Ryan and his team always make sure our companies look great and work great too! I especially appreciate how responsive they are to our questions and designing solutions based on our goals."
"Worked with Ryan and the team on a project for a client. Extremely impressed with the professionalism, quality of work, and their timeliness in responses. Would definitely recommend."
"Incredibly professional with amazing work. Very clear and explains everything so you don't feel overwhelmed or confused. A true pleasure to work with."
"Great work. Very prompt and responsive."
Built by an Operator
We've built and sold companies. Now we buy them.
Ryan Lamothe is a Marine Corps veteran who built and sold a vertical marketing company to a PE-backed platform and now acquires essential services businesses as an independent sponsor. Every system HawkEye installs runs in his own deal flow first.
Front Office + Back Office
HawkEye runs revenue. Sentry runs the numbers.
For portfolio companies and growing firms, we partner with Sentry Solutions for fractional CFO, accounting and transaction readiness. Revenue systems and financial reporting, working from the same playbook.
Get Started
You're building an investment firm. Run it like one.
20-minute Recon Call. We review your site and deal flow before we talk. You get a written plan within 48 hours, and once you start, you're live within 48 hours of onboarding.
Own a service company? See HawkEye for Operators