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Tomos Mughan

Tomos Mughan

Tomos is the CEO of SourceCo, where he is responsible for establishing the vision for our software products, fostering a client-first culture, and driving business growth through both existing and new lines. He has extensive experience in the lead generation, data, and institutional M&A industries.

Before joining SourceCo, he co-founded and served as Partner at SMC Infrastructure Partners, focusing on transaction origination. Prior to SMC, he successfully founded and exited a health care lead aggregator and reseller called Cavity Leads, and played a pivotal role in founding and leading several venture-backed companies.

Mr. Mughan studied Political Science at The Ohio State University. Born in Australia, his family hails from England, and he moved to America as a child. In his spare time, he enjoys soccer, tennis, the outdoors, and a glass of wine.
Daniel Kobayashi

Daniel Kobayashi

Mr. Kobayashi is President at SourceCo, overseeing M&A engagements and teams across multiple verticals and leading merchant banking initiatives. He has over 20 years of experience in investment banking, private equity, and middle market M&A.Before SourceCo, he served as Executive Vice President of Acquisitions and a Partner of SMC Infrastructure Partners, focused on buy-side M&A and private equity transactions.

Prior to SMC, he worked as a Managing Director of Investment Banking at Bankers Capital International. Earlier in his career, he worked in the Investment Banking Division of J.P. Morgan in New York. He began his career at Houlihan Lokey, working on middle market M&A and financial advisory engagements.

Mr. Kobayashi holds a BS in Commerce from the McIntire School of Commerce at the University of Virginia with a concentration in Finance and holds the Series 24, 79, 7, and 63 licenses from FINRA. Originally from Pennsylvania, he enjoys art, playing tennis, and film festivals.
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Charles Joerss

Charles Joerss

Charles Joerss is a Senior Associate at SourceCo, focusing on a diverse array of transactions across different industries and verticals. Charles utilizes his background in financial services and M&A to help facilitate deal flow.

He is responsible for campaign strategy and execution including engaging with target companies, qualifying, and confirming if the business fits the client's strategic goals.Prior to SourceCo, Charles worked at SMC Infrastructure Partners, a de novo core-plus infrastructure private equity firm where he worked on several acquisitions.

Charles started his career at Whitehall & Company, an infrastructure-focused investment bank. At Whitehall, Charles worked debt and equity placement across a variety of sectors from automotive suppliers to thermal and renewable energy projects. Charles received a Bachelor’s degree in Business Administration from Fordham University. Originally from New York, he enjoys boating, cycling, and spending time with his family.
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Buy-side M&A firm

"SourceCo introduced us to targets we didn't know existed before"

Daniel Florian, Director @Sun Capital Partners

SourceCo gets firms the most comprehensive view of the market and identifies pre-vetted targets without relying on company databases or brokered deals.

Learn how we identify relevant targets you're missing - in a personalized intro call 👇
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Sourcing opportunities for investment professionals of all sizes

Are you looking to accelerate your deal Sourcing?

If you currently source deals via:

Buy Side Banks

Buy-side banks that rely on third-party databases often miss a large portion of available targets due to incomplete data. Coupled with outdated outreach methods, this significantly limits deal flow.

relationships with brokers and bankers icon - M&A buy side bank

Relationships/bankers

With brokers, you often end up overpaying as competition centers on price, rather than the value you bring to the company and management team.

In-house

Stricter email and mobile policies have driven response rates to historic lows, making off-market deal sourcing increasingly challenging and time-intensive.

Introducing SourceCo

The leader in combining data automation, AI-driven outreach, and expert talent to source off-market deals

"SourceCo is a totally different animal than all of the other buy-side firms with whom I have worked in the past. Working with them is one of the best decisions we have made at our platform."

New Heritage Capital

Mellisa Berry, Partner

melissa barry testimonial headshot

2

deals closed

5

months to close

Read Full Case Study

We have AI-Powered Data Tailored to Your Investment Thesis

Our proprietary scrapers and AI tools automate the processing of data unique to your investment thesis, like union status or a SaaS products pricing.

This approach captures granular insights that static databases miss, ensuring your search is both comprehensive and aligned with your goals.

Our agility in data collection allows us to be flexible and responsive to evolving investment theses.

Tech-enabled personalized outreach across multiple channels

We combine advanced software with tailored and automated workflows with top tier talent to optimize multiple outreach strategies.

Our technical setup ensures the best contact information, bypasses spam filters, and delivers personalized messages.

Creative persistence, from handwritten notes to personalized gifts, reflects our relentless approach.

M&A buy side tech enabled software preview
M&A buy side banks - vetted deals preview

Vetted Deals with Best-in-Class Reporting and Communication

We handle the entire sourcing and filtering process, providing detailed lead memos for pre-vetted prospects that match your firm’s specific criteria.

Customized reports are tailored to highlight the data most relevant to your decision-making needs.

Our thorough planning keeps your team informed of our strategy, and we quickly adapt and refine based on real-time campaign performance.

Meet our team

Tomos Mughan

CEO & Founder of SourceCo
Dan Kobayashi

Daniel Kobayashi

President
Jim Burden

Charles Joerss

Senior Associate

Each client engagement is supported by a team of experts with diverse roles and skills.

Meet our team →

Our clients have seen

$280+ million

Closed in deal value

30+

Deals closed

20+

Clients served

Here is how it works:

Discovery & Alignment

Our team goes over your firm’s investment thesis, strategic goals, and target criteria.

Both parties get a clear understanding of objectives and next steps - foundation for our deal sourcing strategy.

Onboarding and Campaign Development

You receive an onboarding packet, including a detailed campaign plan, data review, and strategy sessions to align sourcing efforts with your specific investment criteria.

By now, we have a well-defined, targeted sourcing campaign designed to identify and approach the most suitable acquisition targets

Target Identification, Outreach, and Continuous Updates

SourceCo’s team starts with off-market target identification, regularly keeping you informed of progress, target engagements, and a deal flow and management.

Book a call

SourceCo comparative table  - deal sourcing ways (M&A buy side, company databases, in-house sourcing)

Still got questions?

Contact SourceCo and secure deals others can't.

Put our data to the test

Request your free acquisition dataset and learn how SourceCo can help you get superior targets over standard databases or auctioned deals.

Skyrocket your leads

SourceCo serves you with a deep-company database and an expert team that translates accurate company data into your thesis.

New sourcing standard

Off-market deals delivered as lead memos. All backed by your investment thesis. AI X human intuition. Straightforward opt-out.