Where Lower-Middle-Market Deals Close in Absolute Confidence.
The institutional M&A transaction portal and buyer liquidity verification engine. Blind teasers, 60-second mobile Utah NDAs, automated Plaid/OCR funds checks, and real-time Notion CRM deal sync.
High-Margin CNC Aerospace & Defense Machining Facility
Salt Lake County, UT · Tier-1 AS9100D Certified · Mazak 5-Axis Centers
$1,450,000
$520,000
$350,000
$48,500,000+
Commercial Mandate Volume
$4,675,200
Verified Liquid Cash Available
60-Second
Mobile Utah NDA Execution
0% Leaks
Forensically Watermarked CIMs
Built for High-Velocity Business Brokerage
Explore each dedicated operational tool built to eliminate tire-kickers, protect trade secrets, and sync deals straight to Notion.
Public Mandate Gate
SLC Aerospace ($1.45M). Mobile Utah NDA canvas signature pad, instant bank liquidity check, and CIM unlock.
FCBB Advisory Desk
Overview of 3 active mandates ($4.5M volume), 4 pre-qualified buyers, search filtering, and NDA PDF inspection.
Broker CRM & Pipeline
6-stage deal board, buyer roster rolodex, call logging, task manager, and Lehman success fee forecaster.
n8n & Notion Hub
Production webhook dispatcher, clean JSON event payload inspector, and Notion CRM property mapping visualizer.
Active Commercial Mandates (Utah Office)
Lower-middle-market acquisitions prepared exclusively for qualified private equity and individual operators.
CNC Aerospace & Defense Facility
Salt Lake County, UT · 11 Mazak CNC machines · Tier-1 defense supplier
$1.45M
$520k
$2.85M
Commercial B2B HVAC & Refrigeration
Wasatch Front, UT · Commercial chillers, supermarket refrigeration, and VRF
$850k
$310k
$1.92M
Cold-Chain Logistics & Dispatch SaaS
Utah & Regional West · Telemetry dispatch, temperature monitoring, and fleet CRM
$2.20M
$780k
$3.40M
How Deals Move From Inquiry to Close
Four automated security gates ensure trade secrets remain protected until capital is fully verified.
Blinded Teaser Mandates
Key financials (Revenue, SDE, Multiple) are revealed while the business identity and facility location remain sealed.
60s Mobile Utah NDA
Enforceable non-disclosure agreement executed digitally using the HTML5 signature canvas pad with cryptographic hashing.
Plaid & OCR Funds Check
Automated liquidity verification requires meeting cash down payment thresholds ($350k+) via Plaid API or statement OCR.
Watermarked Virtual Data Room
The CIM and 3-year P&L unlock inside a secure viewer with dynamic forensic watermarking displaying viewer email and IP.
Why M&A Advisors & Acquirers Choose DealPilot
| Capability | Traditional Brokerage | First Choice (DealPilot) |
|---|---|---|
| NDA Signature Speed | 2-5 Days via email/fax/DocuSign | 60-Second Mobile HTML5 Canvas |
| Liquidity Verification | Manual bank letter requests | Instant Plaid Balance & PDF OCR |
| Tire-Kicker Protection | 40% advisor time wasted | 100% automated capital gating ($350k+) |
| CIM Document Leakage | High risk (raw PDFs emailed) | 0% (Forensically watermarked viewer) |
| CRM Ingestion | Manual spreadsheet entry | Instant n8n Webhook & Notion Sync |
| Commission Forecasting | Ad-hoc napkin math | Real-time Lehman Formula calculator |
Ready to review active Utah mandates or submit an acquisition LOI?
Direct advisory assistance from Mike Lee. Salt Lake County commercial, precision aerospace, and tech logistics coverage.