OUR PROCESS

CASE STUDIES

INVESTMENT BANK: 3 SIGNED SELLSIDE MANDATES IN 1 MONTH

GOAL: The firm sought to increase its deal flow by connecting with ready-to-sell businesses with annual revenues ranging from $2,000,000 to $50,000,000.BEFORE: Our client was relying solely on referrals. The client did not think it was possible to use outbound to drive targeted deal flow.SOLUTION: To address this, we introduced our robust outbound deal sourcing system, from sourcing leads to nurturing leads for a productive sales call.RESULT: Established a predictable pipeline of targeted opportunities that fit their deal criteria, while saving time and money.

CAPITAL PROVIDER: 5 COMPANIES FUNDED

GOAL: Our financing partner focused on providing various debt-based funding products to SMBs. They wanted consistent and qualified deal flow with health care businesses seeking capital.BEFORE: Our client struggled to drive opportunities with companies that both needed capital and qualified for the capital they required.SOLUTION: To address this, we created an outbound systems that targeted SMB's doing at least $5M in annual revenue. After receiving interest, we worked to qualify them on the back end for annual revenue, use of funds, and amount of funds needed.RESULT: We brought our financing partner over 100 opportunities with qualified businesses seeking capital.

INVESTMENT BANK: 10 APPOINTMENTS PER WEEK

GOAL: The firm sought to increase its deal flow by connecting with ready-to-sell businesses with annual revenues ranging from $2,000,000 to $50,000,000.BEFORE: Our client relied heavily on unpredictable word-of-mouth and referral leads, resulting in an uncertain deal pipeline and variable quality.SOLUTION: To address this, we introduced our robust outbound deal sourcing system, consistently delivering ten targeted opportunities each week. We took over the entire process—from target identification to contact initiation and meeting setup—offering a seamless solution to their deal origination challenges.RESULT: Established a predictable pipeline of targeted opportunities that fit their deal criteria, while saving time and money.

INVESTMENT BANK: 28 APPOINTMENT REQUESTS IN 42 DAYS

GOAL: We partnered with a prominent Investment Bank in the UK's lower middle market. Their goal was to increase deal flow across key sectors: TMT, Professional Services, Insurance, and Healthcare.BEFORE: Before engaging with us, the clients deal origination was largely passive, leaning heavily on referrals and existing networks.SOLUTION: We drove demand while focusing on discerning genuine selling intent, ensuring business owners had a clear intention to sell within the next 1-3 years. Gathering data on private companies, especially outside the US, is challenging, but we utilized insights from seven unique data sources for precision targeting. Metrics such as employee count helped estimate potential revenues, and we ensured revenue criteria were met before setting appointments.other firms could match.RESULT: We were able to bring our client 28 appointment requests in the first 42 days of our deal origination efforts with companies that had intent on selling and fit their financial criteria.

PRIVATE EQUITY FIRM: 36 OPPORTUNITIES IN A WEEK

GOAL: A small private equity firm approached us with a specific acquisition interest in pest control companies. Their primary request was to maximize the amount of opportunities, emphasizing the importance of volume.BEFORE: Before engaging with us, the client was expending significant time and effort on manual outreach, building lead lists, and struggling to avoid spam categorization, all of which yielded minimal results.SOLUTION: We initiated a targeted campaign focused on pest control companies with high selling intent and passed along opportunities that demonstrated positive responses to their in-house team. This approach enabled us to deliver warm lead volume and scale that few other firms could match.RESULT: We empowered their team to focus on progressing deals rather than sourcing them, delivered the output of a full business development team at a fraction of the cost, and provided a significant competitive edge in their market.