John Selig

IB | Wave Edge Capital

IB | Wave Edge Capital

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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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Case Studies

What They’re Saying

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.

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.

Chris Shipferling | Global Wired Advisors

$40MM Deal Signed

Global Wired Advisors is a professional team of seasoned Investment Bankers that specialize in Digital Enterprise, E-commerce, and SaaS M&A transactions.

When COVID hit, their referrals sources dried up, PR campaigns weren’t hitting “pay dirt”, while events and trade shows completely shut down.

Despite being skeptical and seasoned marketers themselves, they decided to give a 90-day shot at OutFlow’s deal origination system.

Because of Global Wired Advisors great online presence and positioning, OutFlow took immediate action and leveraged that momentum to get in front of a LASER-TARGETED audience to stir up some serious sell-side demand for their team.

Consistently, and predictably GWA is putting 20-30 new appointments on the board every month while closing off 2020 with a $40MM signed deal with an established online weapons e-commerce shop.

Moving into 2021, Global Wired Advisors has set new goals with OutFlow to book them on Podcasts, secure strategic partnerships and continue to source new sell-side deal opportunities.

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.