OUR PROCESS

CASE STUDIES

MARKETING SERVICES: $43,000,000 INVESTMENT OFFER

GOAL: A marketing services firm approached us looking for a strategic investment partner to take a control investment in their company.RESULT: We were able to bring an LOI for $43,000,000 in the first week of our engagement from an ideal strategic investment firm.

CAPITAL PROVIDER: $2,000,000 + IN FUNDING

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: $10,000,000+ IN DEAL PIPELINE 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.

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.

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.