Josh Axler

Hal was looking for new ways to find more deal opportunities. The traditional mailers, postcards, cold calling, and even door-to-door sales weren’t making the cut.

Hal heard about OutFlow from his colleagues within the Murphy group and the success they were having, so he decided to executive a pilot program campaign.

Hal is an expert in automotive M&A transactions and special construction trades.

OutFlow built 2 hyper-targeted campaigns that focused on Hal’s strengths within the M&A space along with sales resources to help Hal improve his sales process, closing timeline, and overall sales systems.

Hal had a record year, closing the most transactions he’s ever had while finishing #10 in Murphy Business National Ranking (out of 200 Brokers).

Now that OutFlow has helped Hal on getting more consistency and volume of deal flow, Hal is now focused on sourcing larger transactions.

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.

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.