John Rovani

IB

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Jacob DuBois

IB | Eagle Pointe Capital

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Enrique Romero

BB | The Midessa Group

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Josh Axler

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Tom Foster

BB | Murphy Business

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John Selig

IB | Wave Edge Capital

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Jonathan Wilson

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Suzanne DeLucia

Focus In

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Stephen Goldberg

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Sue Linden

FA

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Rich Giles

BB | Murphy Business

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John Rovani

IB

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Steve Lukes

BB | BizEx

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Ron Ainsworth

IB | Boustead Securities

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Chris Shipferling

IB | Global Wired Advisors

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Michael Schwedtfeger

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Hal Feder

BB | Murphy Business

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Andy Mehta

BB | Bristol Group

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John Grady

Focus Investment Banking

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Matt Bodnar

Bodnar Investment Group

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Bob Balaban

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Trusted by 200+ M&A Advisors, Investment Banks,
Brokers, & Private Equity Professionals​

Case Studies

What They’re Saying

Andy Mehta | Bristol Group

4 Deals in 1 Year

Bristol Group is a national reputable brokerage firm that has been testing and utilizing many marketing methods over the years, but couldn’t seem to gain consistent traction with any system, without having to invest rigorous time, labor and resources.

Outflow created a state-based campaign with strategic focus on industries the client had transactional experience in alongside newer markets the client was trying to create a footprint in.

Four sub-campaigns were created to target umbrella industries and ensure the messaging resonated with the audience.

A steady stream of appointments and responses were secured; and 4 successful deals were closed from the outreach within a 1 year period.

OutFlow is now also assisting Bristol Group with their buy side initiatives to help monetize their listings.

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.

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.

Dedicated Experts

Over 350 M&A Professionals trust OutFlow to help find, source, and close their next deal. Together, we’ll scale your pipeline and refine your deal origination strategy, systems, and execution.