
Here is What Other Dealmakers
Are Saying!
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Jacob DuBois
IB | Eagle Pointe Capital
TESTIMONIAL



Enrique Romero
BB | The Midessa Group
TESTIMONIAL



Josh Axler
TESTIMONIAL



Tom Foster
BB | Murphy Business
TESTIMONIAL



John Selig
IB | Wave Edge Capital
TESTIMONIAL



Jonathan Wilson
TESTIMONIAL



Suzanne DeLucia
Focus In
TESTIMONIAL



Stephen Goldberg
TESTIMONIAL



Sue Linden
FA
TESTIMONIAL



Rich Giles
BB | Murphy Business
TESTIMONIAL



John Rovani
IB
TESTIMONIAL



Steve Lukes
BB | BizEx
TESTIMONIAL



Ron Ainsworth
IB | Boustead Securities
TESTIMONIAL



Chris Shipferling
IB | Global Wired Advisors
TESTIMONIAL



Michael Schwedtfeger
TESTIMONIAL



Hal Feder
BB | Murphy Business
TESTIMONIAL



Andy Mehta
BB | Bristol Group
TESTIMONIAL



John Grady
Focus Investment Banking
TESTIMONIAL



Matt Bodnar
Bodnar Investment Group
TESTIMONIAL



Bob Balaban
TESTIMONIAL
Trusted by 200+ M&A Advisors, Investment Banks,
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Case Studies
What They’re Saying








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.








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.



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.