Insights to Help M&A Professionals Find, Originate, & Close More Deals

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.

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.

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.