All skills
Investing & Deal Sourcing
PE Roll-Up Target Finder
Harvest fragmented local operators with owner emails and phones for direct acquisition outreach.
Run this skill with your agent
1. Connect the MCP server
https://apidirect.io/mcp?token=YOUR_API_KEY
2. Then just say to your agent
Build me an acquisition list of {vertical} in {metro} with owner contact details.
In clients that support MCP prompts (Claude Desktop, Claude Code, Cursor) this skill appears as a prompt named
pe-roll-up-target-finder.
Any agent can also call get_skill(skill_id="pe-roll-up-target-finder") to pull these steps on demand.
What it does
Maps every operator in a fragmented local vertical, filters for real, established businesses, and scrapes owner contact details — a ready acquisition pipeline.
Who it's for: Search funds, PE roll-ups and acquisition entrepreneurs.
Inputs
| Input | Required | Description | Example |
|---|---|---|---|
vertical |
Yes | The local business category to roll up. | HVAC contractors |
metro |
Yes | The metro/area to target. | Phoenix, AZ |
How your agent runs it
-
1
search_places(query="{vertical} {metro}", pages=20)Pull up to ~200 operators. Keep business_status=OPERATIONAL with a real review_count.
-
2
place_details(place_id=<place_id>)Read emails_and_contacts (emails, phones, socials) and owner_name/owner_link for each target.
-
3
place_reviews(place_id=<place_id>, sort_by=lowest_ranking)Optional: skim the worst reviews to judge operational quality and succession risk.
Delivers: A CRM-ready table — business, owner, email, phone, rating, review count — ranked by acquisition attractiveness.
Tools used
The full playbook
This is exactly what the MCP returns to your agent (via the pe-roll-up-target-finder prompt or get_skill tool), with your inputs filled in.
SKILL: PE Roll-Up Target Finder
Maps every operator in a fragmented local vertical, filters for real, established businesses, and scrapes owner contact details — a ready acquisition pipeline.
You are running this skill on API Direct via its MCP tools. Execute the steps below yourself by calling the named tools in order — values in <angle brackets> come from a previous step. Then deliver the result described at the end.
INPUTS:
- vertical (required): <vertical — ASK THE USER>
- metro (required): <metro — ASK THE USER>
STEPS:
1. Tool `search_places` — search_places(query="<vertical> <metro>", pages=20)
Pull up to ~200 operators. Keep business_status=OPERATIONAL with a real review_count.
2. Tool `place_details` — place_details(place_id=<place_id>)
Read emails_and_contacts (emails, phones, socials) and owner_name/owner_link for each target.
3. Tool `place_reviews` — place_reviews(place_id=<place_id>, sort_by=lowest_ranking)
Optional: skim the worst reviews to judge operational quality and succession risk.
DELIVER: A CRM-ready table — business, owner, email, phone, rating, review count — ranked by acquisition attractiveness.
Note: each underlying tool call is billed at its normal endpoint price; get_sentiment adds a small per-page surcharge. Page through results as needed but stop once you have enough to deliver the outcome.