OutFlow Deal Origination

Global Wired Advisors is a professional team of seasoned Investment Bankers that specialize in Digital Enterprise, E-commerce, and SaaS M&A transactions.

When COVID hit, their referrals sources dried up, PR campaigns weren’t hitting “pay dirt”, while events and trade shows completely shut down.

Despite being skeptical and seasoned marketers themselves, they decided to give a 90-day shot at OutFlow’s deal origination system.

Because of Global Wired Advisors great online presence and positioning, OutFlow took immediate action and leveraged that momentum to get in front of a LASER-TARGETED audience to stir up some serious sell-side demand for their team.

Consistently, and predictably GWA is putting 20-30 new appointments on the board every month while closing off 2020 with a $40MM signed deal with an established online weapons e-commerce shop.

Moving into 2021, Global Wired Advisors has set new goals with OutFlow to book them on Podcasts, secure strategic partnerships and continue to source new sell-side deal opportunities.

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.