OffDeal
OffDeal, Inc. · Business
OffDeal is an AI-native investment bank for small business owners. It matches a company with strategic buyers, runs a competitive auction, and charges no upfront fee.
About OffDeal
What Is OffDeal
OffDeal is an M&A advisory firm in New York that rebuilt the sell-side process around software. Instead of staffing every deal with a four-person banking team, it uses an AI model to screen the company, build a buyer list, and draft the materials that go out to acquirers. A human advisor still runs the calls and the negotiation.
The target is the gap in the middle of the market. Companies with $5M to $100M in annual sales are too big for a broker and too small for a bulge-bracket bank, since a traditional team needs a fee that a $20M deal can't carry. OffDeal sells into that gap with a success-fee model and no retainer.
The service is sell-side only, and the buyer network is concentrated in the United States. Owners who want to buy a company, or who are outside the US, get less from it.
Getting Started
- Fill in a short form on the site with your industry, revenue range, and what you want from a sale.
- Take an intake call with an advisor, then share three years of financials, add-backs, and customer concentration data.
- Review the AI-generated buyer list and the teaser. Approve both before anything leaves the building.
- Meet the buyers your advisor books, compare firm offers, and pick one to take through diligence and close.
Product Information
A quick look at OffDeal's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Owners of companies with $5M to $100M in annual sales
- First-time sellers with no banker relationship
- Owners who already have an unsolicited offer
- Private equity and family office buyers
Tasks
- Pricing a business before you commit to selling
- Running a competitive process
- Screening acquirers by sector
Scenarios
- Planning an exit in the next 12 to 24 months
- Weighing a buyout approach from a competitor
- Selling a business with messy books
Key features
AI Buyer Matching
The model scores thousands of acquirers against your sector, size, and margin profile, then ranks the ones with a stated appetite for your kind of company. OffDeal says the average client gets more than 1,000 strategic matches, roughly 15 times the list a traditional broker would assemble. That matters because a wider pool is what makes an auction possible.
Competitive Auction Process
Every qualified buyer sees the same package and bids inside the same window. OffDeal reports that auctions push offers about 30% higher than a single-buyer negotiation. Treat that figure as a company claim, not an audited result, but the mechanism behind it is real: competition is the main lever an owner has on price.
Dedicated M&A Advisor
One advisor owns your deal from intake to wire. They run buyer calls, sit in on management meetings, and handle the back-and-forth on price and terms. The AI does the search and the paperwork draft. The judgment calls stay with a person who has closed deals in your sector.
No Upfront Fees
There's no retainer, no listing fee, and no charge for the valuation. OffDeal gets paid out of the success fee when the deal closes, which means an owner can test the market without spending cash first. Ask for the fee percentage in writing during the intake call, since it isn't published on the site.
Business Valuation Tool and Market Comps
Two free web tools sit outside the paid engagement. The valuation tool returns an estimated range from your revenue and industry, and market comps show what comparable businesses sold for. Both are useful for a sanity check before you talk to any advisor, and neither needs a sales call.
Sector Coverage and NDA Management
OffDeal lists 110 industries across 13 sectors, from plumbing and HVAC to metal stamping and refrigerated logistics. Buyer interest is tracked through signed NDAs, and one published client story reports 71 NDAs and four firm offers from a single process. The breadth is the point: sector-specific buyers pay more than generalists.
Pros and cons
Pros
- No upfront cost, so the financial risk of testing a sale is close to zero.
- Buyer matching covers a far larger pool than a local broker can reach by hand.
- A named advisor handles negotiation and diligence, which keeps the process from stalling on owner inexperience.
- Free valuation and comps tools are genuinely usable without talking to sales.
- Published client stories include deal timelines, which makes the marketing claims easier to check.
Cons
- Sell-side only. If you want to buy a company, the buyer network is the extent of what you get.
- The $5M revenue floor rules out most main street businesses, and there's no lower-tier product.
- Success fee percentage isn't public, so comparing cost against a local broker requires a call.
- The buyer network leans heavily US, which limits outcomes for owners in other markets.
Frequently asked questions
OffDeal sells small businesses. It builds a buyer list with AI, sends a teaser and NDA to qualified acquirers, runs a competitive auction, and supports the deal through diligence to close. A human advisor runs each engagement.
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