Ron Ainsworth

IB | Boustead Securities

IB | Boustead Securities

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

Hal Feder | Murphy Business Brokers

Biggest Year Ever in Deal Transactions

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.

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.

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.

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.