Trusted by 200+ M&A Advisors, Investment Banks,
Brokers, & Private Equity Professionals
How We Help M&A Professionals
Close More Deals
We generate the volume of opportunities, on a consistent basis, with the right targets, so you can focus on what you do best.
The more people you talk to, the more people you do business with. It’s that simple. At OutFlow, we keep your calendar busy with prospects wanting to speak with you.
Build a consistent
No more waiting on referrals or experiencing a “roller coaster” of deal opportunities. We generate a consistent number of appointments, meetings and conversations or our help is free.
Find the right
Start getting in front of the right targets that you want to work with. Whether it be a specific sector, market, geographic region or size of company, OutFlow can get laser focused on your ideal prospect.
Save time and
Stop spending endless hours digging through databases, subscribing to the “latest” tool, and chasing down leads. Let us do the heavy lifting of finding the right prospect, making contact, and securing meetings & conversations. You need to do what you do best; close deals.
What They’re Saying
John Grady | Focus Bankers
$35MM Food & Beverage Deal
Focus Investment banking is a leading middle market investment bank which assists buyers and sellers of businesses through a highly specialized and industry-centered approach.
Focus wanted a reliable, consistent and scalable method of finding and engaging business owners to sustain their pipeline. They hired Outflow to manage specific sector-based outreach and pipeline management.
Outflow was able to create highly-targeted campaigns with sector-centric data and messaging that resonated with the specific audience.
3 different outreach methods were tested through OutFlow’s process to identify which pulled in the most quantity and quality of deal flow.
OutFlow’s system proved to outperform their internal homegrown systems and other external providers, resulting in a $35MM engagement signed from their Food and Beverage campaign, while also looking to double up their efforts with OutFlow.
Ron Ainsworth | Boustead Securities
4 Deals, 7 Months
Boustead Securities has deep seeded connections, experience and a stellar track record in the capital markets.
However, with a limited number of only 5-10 referrals coming in every quarter, Ron knew he needed to expedite his deal flow to hit his target transaction volume, so he turned to OutFlow.
OutFlow developed a broad-targeted outreach campaign to identify which prospects would respond best to Boustead’s offerings and solutions for their sell-side advisory services.
5 specific markets took deep interest and we’re filling up time to speak with Ron (15-20+ appointments monthly).
Within 90 days, Boustead Securities transacted their first $20MM deal from OutFlow’s deal origination system. 7 months in, Boustead has secured 4 deals and 3 more in the pipeline.
Matt Bodnar | Bodnar Investment Group
171 Appointments in 4 Months
Bodnar Investment Group is a renowned Family Office focusing on middle market acquisitions and investments.
Being involved in multiple projects with little time to allocate to deal sourcing and wanting to limit the involvement of intermediaries, their marketing efforts proved finding good data was challenging and qualifying prospects was also difficult.
Matt decided to outsource his efforts to Outflow to assist him with data, outreach, and the qualification process for his roll up initiatives via a private equity joint venture.
Outflow created large databases from a multitude of sources focusing on digital marketing agencies.
Headcount and revenues were meticulously filtered to ensure the target criteria was being met. Additional filters in the script and booking system were added.
A curated appointment setup system was also deployed to help manage Matt’s time – Outflow fully took responsibility for managing responses and converting them into appointments if they met the criteria.
171 appointments over 130 days with a 100% conversion rate from response to appointment. Matt was able to concentrate on high-priority acquisition targets.
Outflow now manages all queries and appointments for Matt to ensure his time is best spent on business development.
Struggling To Close
Cold Leads or Referrals?
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