
Josh Axler
More Videos

Play Video
Jacob DuBois
IB | Eagle Pointe Capital
TESTIMONIAL

Play Video
Enrique Romero
BB | The Midessa Group
TESTIMONIAL

Play Video
Josh Axler
TESTIMONIAL

Play Video
Tom Foster
BB | Murphy Business
TESTIMONIAL

Play Video
John Selig
IB | Wave Edge Capital
TESTIMONIAL

Play Video
Jonathan Wilson
TESTIMONIAL

Play Video
Suzanne DeLucia
Focus In
TESTIMONIAL

Play Video
Stephen Goldberg
TESTIMONIAL

Play Video
Sue Linden
FA
TESTIMONIAL

Play Video
Rich Giles
BB | Murphy Business
TESTIMONIAL

Play Video
John Rovani
IB
TESTIMONIAL

Play Video
Steve Lukes
BB | BizEx
TESTIMONIAL

Play Video
Ron Ainsworth
IB | Boustead Securities
TESTIMONIAL

Play Video
Chris Shipferling
IB | Global Wired Advisors
TESTIMONIAL

Play Video
Michael Schwedtfeger
TESTIMONIAL

Play Video
Hal Feder
BB | Murphy Business
TESTIMONIAL

Play Video
Andy Mehta
BB | Bristol Group
TESTIMONIAL

Play Video
John Grady
Focus Investment Banking
TESTIMONIAL

Play Video
Matt Bodnar
Bodnar Investment Group
TESTIMONIAL

Play Video
Bob Balaban
TESTIMONIAL
Trusted by 200+ M&A Advisors, Investment Banks,
Brokers, & Private Equity Professionals





Case Studies
What They’re Saying






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.






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.






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.


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.