Standards · A business policy, published

What we don't do — in writing, in public

Acquisition data has consequences for real companies, so our refusals are published, not negotiated deal by deal. Buyers who read this page understand exactly why our positive classifications can be trusted.

11 verticals declined 4 claim families refused 100% exclusions documented

The standing refusals

No seller-intent flags. We never claim to know whether an owner would entertain an approach.
No financial estimates. No revenue, EBITDA, or valuation guesses derived from web text.
No owner profiling. No demographic inference about private individuals, ever.
No consumer-captive verticals. Eleven categories we decline outright, listed below.

Most vendors publish what they do. We also publish what we won't — because in acquisition data, the refusals are the specification. A screen that will claim anything is a screen whose positive claims mean nothing.

Everything below binds every engagement: every tier, every custom ICP re-run, every conversation that starts with "just this once". Four principles carry the whole page.

Evidence over inferenceEvery claim traces to a sentence a company published about itself — or it isn't made.
B2B markets onlyWe serve markets where the counterparty is a business that can negotiate and walk away.
Exclusions in the openEvery company we remove from a universe is logged with its reason — never silently dropped.
Anonymized in publicNo real target names appear on this site. Specimen labels stand in for real extractions.
Declined verticals

Eleven verticals we decline, regardless of fee

These are markets where the end customer is a captive consumer and consolidation has documented price and access harms. Sourcing data accelerates whatever strategy holds it — so in these categories, we don't sell it.

Veterinary practices

Pet owners can't negotiate with a consolidated market. We decline the vertical.

Dental practices

Patient-facing consolidation with documented pricing harms. Declined.

Physician & medical practices

Captive patients, opaque pricing, no exit. Declined outright.

Home healthcare

Serves people at their most dependent. Not a sourcing market for us.

Hospice care

End-of-life care is not an arena for our data, full stop.

Behavioral & mental health

Vulnerable clients, captive demand. We decline every engagement here.

Fertility clinics

Desperation-priced demand is exactly the harm pattern we exclude.

Emergency medicine

Nobody comparison-shops an emergency. Permanently out of scope.

Nursing homes & elder care

Residents rarely choose twice. We decline the entire category.

Childcare & daycare

Captive families, local scarcity pricing. Declined without exception.

Funeral services

Grief is not a pricing opportunity. We decline all sourcing here.

Plus one standing rule

Any engagement whose explicit strategy is local consumer pricing power is declined — whatever the vertical.

The boundary, precisely

Dual-sided trades: commercial side only

Many trades serve both a homeowner and a factory. The homeowner side can carry the same captive-customer pattern we exclude; the commercial side is a negotiation between businesses.

So for dual-sided industries the scope line runs through the middle: we screen the B2B and industrial side, and the triage pass classifies residential-focused operators out — with the reason logged, like every other exclusion.

How the line runs in practice

Commercial & industrial HVAC and mechanical
Residential HVAC replacement businesses
Industrial & facility pest management
Door-to-door residential pest control
Commercial electrical & controls contractors
Residential electrical service brands
Commercial & municipal water treatment
Residential water-softener sales operations

Mixed operators are classified by their dominant published business — and the triage call is quoted, so you can dispute it with evidence rather than instinct.

Refused claims

Four claim families we refuse — and what we do instead

Each of these is technically sellable, appears in vendor marketing, and is methodologically indefensible from website data. Every refusal is paired with the honest alternative that actually ships in our deliverables.

We refuse

Seller-intent flags

We never claim an owner is open to an approach or that a company is quietly for sale. No website signal supports it, and pretending otherwise poisons every other field in the dataset.

Instead

Outreach Suitability, from evidence

A scored measure of whether there is an identifiable, independent decision-maker to talk to — founder association, named principals, no group ownership. Every input quoted from the company's own site.

We refuse

Revenue, EBITDA or valuation estimates

Financials are not visible on company websites. Vendors who print revenue bands estimated from page text are guessing with confidence intervals they never disclose. We decline to guess.

Instead

Scale proxies, quoted verbatim

Stated headcount, branch footprint, fleet mentions, certifications held, recurring-program language — published facts your team can verify in one click, weighted in scoring without ever being dressed up as financials.

We refuse

Demographic profiling of owners

We do not estimate how old a founder is, guess at life stage from photos or graduation years, or predict anyone's personal timeline. Private individuals are not our data subjects.

Instead

Succession context the company states

Founder-associated, long-established, independently positioned businesses with an identifiable decision-maker and limited visible leadership bench — website-visible statements only, captured as exact quotes with source URLs.

We refuse

Distress or forced-sale detection

We do not sell other people's bad days. Signals about business health are limited to what companies choose to publish — nothing scraped from court dockets or credit whispers.

Instead

Activity trajectory, dated and sourced

The most recent dated content on the site — news, projects, certifications with issue years — showing whether a company is visibly active or visibly dormant. Checkable, neutral, and honest about what it is.

The policy, counted

Discipline you can measure

Standards that can't be counted are marketing. These can be checked against any deliverable we've ever shipped.

0
Verticals declined outright
0
Claim families refused everywhere
0
Of keyword-perfect candidates excluded as group-owned
0
Of exclusions documented with reasons

The 10% figure is measured, not estimated: in the published specimen run, roughly one in ten otherwise-perfect candidates was excluded because its own website disclosed group ownership. Each one appears in the exclusion log with the disclosing quote.

Why the vertical line exists

Discovery tools are upstream of what buyers do with them

Most M&A in the segments we serve is succession, capability-building, or market entry — an owner handing over a life's work, a strategic filling a gap, a manufacturer finding distribution. That work deserves better data.

But a subset of consolidation strategies depends on customers who cannot negotiate or leave, and data products make those strategies faster too. Drawing this line removes the category where the harm pattern is documented and the end customer has no exit.

Buyers occasionally ask us to cross the line. The answer lives on this page precisely so nobody has to ask twice — and so the answer doesn't depend on the size of the cheque attached to the question.

This is not a claim of virtue. It's a scoping decision: we serve B2B markets where the counterparty is a business that can negotiate, and we put the refusal in writing so it binds us later.

What a website can and cannot show

It shows: what a company chooses to publish — history, services, certifications, people, partners, programs.
It does not show: revenue, margins, the owner's intentions, or anyone's personal circumstances.
Our rule: claims stop exactly where the published evidence stops. The field says "not visible" — never a guess.
Why the claim line exists

The same discipline, applied to inference

Vendors who claim to detect intent from web data are either guessing or profiling people. Either way, a buyer can't audit the claim — and a claim you can't audit contaminates the ones you could.

We built the method so every claim traces to a sentence a company wrote about itself. That constraint costs us some marketable claims and buys the only thing that matters in data: you can check our work.

Succession, said carefully

The one succession sentence we allow ourselves

Succession-driven theses are legitimate — most of the market we serve runs on them. What's not legitimate is dressing up guesses about private individuals as data. So our succession framing is exactly one sentence long.

The approved framing, verbatim

"Founder-associated, long-established, independently positioned businesses with an identifiable decision-maker and limited visible leadership bench" — website-visible signals, never inferred personal circumstances.

What we read for it

Explicit founder or family language: "founder-led", "family-owned", "second generation"
Stated founding year and the company's own telling of its history
How many principals the site actually names, and in which roles
Independence language, or its documented absence

What we never infer

Anyone's age, health, or family situation — from photos, bios, or anywhere else
Personal timelines or exit plans of named individuals
Willingness to take a meeting, from any signal whatsoever
Financial pressure, urgency, or anything resembling distress
The standard, applied

How exclusions actually appear in a deliverable

Every specimen report ships in an 8 / 5 / 5 / 2 format: eight top fits, five keyword-missed fits, five documented exclusions, two insufficient-evidence cases. Below are real exclusion entries from published specimen runs, anonymized for this page.

Excluded M-01Precision machining
"The company is a wholly owned subsidiary of a global industrial group."About page · quoted in the exclusion log
Group-owned — outreach zeroed
Excluded C-01Calibration & testing
"Privately held by a national distribution group."Company page · quoted in the exclusion log
Group-owned — outreach zeroed
Excluded W-01Water treatment
"The company was acquired by a global industrial group."News page · quoted in the exclusion log
Recent acquisition — excluded

Why show you the rejects? Because a list with no visible exclusions is unauditable. When you can see who we removed and why, you can trust who we kept — that's the entire trade, and it's why the exclusion log ships in every tier.

The practical payoff

What a published standard buys your process

This page reads like ethics, but it cashes out as workflow: fewer dead conversations, cleaner memos, and a dataset your IC can interrogate.

Auditable diligence trail

Every inclusion and exclusion carries a quote and a URL, so your associates verify claims in minutes — and your IC memo cites evidence, not a vendor's confidence score. The method page shows the mechanics.

Fewer wasted approaches

The one-in-ten group-owned candidates never reach your outreach list — they're documented out. Your first call goes to an independent operator with a named decision-maker, not a subsidiary's switchboard.

Claims that survive scrutiny

Nothing in our deliverables needs a disclaimer, because nothing is estimated. When a lender, LP, or counterparty asks where a data point came from, the answer is a sentence the company published itself.

Buyer FAQ

Questions buyers ask about the standards

Asked by deal teams before engagement — answered here so the scope conversation starts honest.

Can we pay you to make an exception for one excluded vertical?
No — and the refusal being public is the point. A standard with a price isn't a standard, it's an opening bid. The eleven declined verticals and the consumer-pricing-power rule apply to every engagement, every tier, and every custom request, including re-runs of universes we've already built.
Does "B2B only" mean you skip trades that also serve homeowners?
No. For dual-sided trades — HVAC, pest management, electrical — we screen the commercial and industrial side and classify residential-focused operators out during triage. Each residential exclusion is logged with its reason, exactly like a group-ownership exclusion, so you can see where the line was drawn in your universe.
Other vendors give revenue bands. Aren't we losing information?
You're losing decoration, not information. A revenue band estimated from website text has no disclosed error rate, so it can't carry weight in a real decision anyway. What we ship instead — headcount statements, footprint, fleet and program language, certifications, all quoted — is checkable, and checkable beats plausible in diligence every time.
Is succession-driven sourcing still possible under these rules?
Yes — it's most of what we do. Roughly half of confirmed industrial fits carry explicit founder or family evidence on their own sites. The Transition Context score surfaces long-established, founder-associated independents with a limited visible bench. What changes is the sourcing basis: published statements instead of demographic guesswork.
Do the exclusion log and these standards apply in every tier?
Yes. From the €4,900 proof project to annual monitoring, the same evidence rules, the same refusals, and the same documented exclusion log apply. Standards that only apply at the top tier are pricing, not standards — see the pricing page for what varies between tiers, which is scope and depth, never discipline.
What does a documented exclusion look like in the CSV?
A row, not a gap. The company stays in the file with its extracted signals, an exclusion flag, the rule that triggered it, the verbatim quote that proves it, and the source URL. If your thesis changes — say group-owned targets become acceptable for a carve-out screen — a custom ICP re-run can re-admit them without re-crawling anything.

Work with a vendor whose refusals are public

The specimen report shows this standard applied to a real universe — every excluded company included, with the sentence that disqualified it.

Request the specimen report