Josh Axler

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.

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.