Watch below to see What's new since we've spoken, as well as a brief recap of OutFlow.

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.

Focus Investment banking is a leading middle market investment bank which assists buyers and sellers of businesses through a highly specialized and industry-centered approach.

Focus wanted a reliable, consistent and scalable method of finding and engaging business owners to sustain their pipeline. They hired Outflow to manage specific sector-based outreach and pipeline management.

Outflow was able to create highly-targeted campaigns with sector-centric data and messaging that resonated with the specific audience.

3 different outreach methods were tested through OutFlow’s process to identify which pulled in the most quantity and quality of deal flow.

OutFlow’s system proved to outperform their internal homegrown systems and other external providers, resulting in a $35MM engagement signed from their Food and Beverage campaign, while also looking to double up their efforts with OutFlow.

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.