In my recent conversation with Nick Olsen on the M&A Mastermind Podcast, we broke down what’s actually changed and why most outreach today falls flat.

Stricter inbox filters, smarter buyers, and more noise mean the old playbook doesn’t work anymore. The edge now comes from being more intentional: tighter messaging, better timing, and using AI where it actually moves the needle (not just for the sake of it).

We also got into a bigger idea—most firms don’t have a sourcing problem, they have a systems problem. If your funnel isn’t dialed in end-to-end, more emails won’t fix it.

We cover:

Where AI actually improves outreach (and where it hurts)

The biggest mistakes firms make doing cold email in-house

How to think about timing, channels, and credibility today

What a modern deal sourcing engine should look like

If you’re doing any kind of outbound or deal sourcing, this is worth your time:

Watch the episode

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