Live, monthly
Deal Origination Lunch & Learn
Second Wednesday of the month, 1 PM ET, live. Tips, tactics and takeaways from the deal origination trenches, hosted by Adam Ray since 2020. No long introductions; we start at 1 PM and focus on takeaway value.
Next session
Wednesday, October 14, 2026 · 1:00 PM ET · 60 minutes
Sourcing broker deals: how acquirers get first look at on-market businesses
Most good on-market businesses are spoken for before most buyers hear about them. This session is about how first look actually happens: which brokers control the flow in a given sector, what makes a buyer the one they call first, how NDA and CIM access really works, and where acquirers lose a deal before it starts.
Register for October 14Registration is free. You get a confirmation with the join link, a reminder the day before and another an hour before. Already registered? Use the join link in your confirmation.
Coming up
Wednesday, November 11, 2026 · 1:00 PM ET
Discovery call to exclusivity: using AI to get to a signed LOI or engagement faster
The weeks between a first discovery call and a signed LOI or engagement letter are where most deals stall. This session covers the sequence that gets a seller to exclusivity: what to learn on the first call, how to turn your own notes into a clear picture of fit, when to move from conversation to terms, and where AI shortens the path without ever touching the seller's confidential material.
Registration opens here the day after the previous session.
Wednesday, December 9, 2026 · 1:00 PM ET
Using AI to niche down for sourcing: choosing a lane you can own
Generalist sourcing is the first thing the market commoditizes. This session is about choosing a niche you can own: how to read your own closed and lost deals for the pattern, how to test a lane before you commit to it, what a niche-specific buy box looks like, and where AI makes the narrowing faster using nothing but your own notes and public information.
Registration opens here the day after the previous session.
How this page works
Every session has its own registration link, and the next one is created the day after the current session ends. This page is the one address that never changes: bookmark it, and the current link is always the button above.
Replays are filed in the Learning Center of the BizNexus Community for Premium members. Members also see each session on the community calendar.
Have a question you want covered? The registration form has a field for it, and the questions shape the session.
FAQ
Questions about the Lunch & Learn
- Do I need to be a BizNexus Community member to attend?
- No. Registration is open to anyone and only asks for your name, email and role. Community members also see the session on the community calendar.
- When does registration for the next session open?
- The day after the current session. Each session has its own registration link, and this page is updated with the new one as soon as it exists.
- Is the session recorded?
- Yes. Replays are filed in the Learning Center inside the BizNexus Community for Premium members.
- What does it cost?
- Nothing. The Lunch & Learn has been free since it started in 2020.
Want the deal flow, not just the tactics?
OmniSource puts a sourcing team and a verified pipeline behind your buy box. Start with a mandate consultation.