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Deal sourcing for private equity, wealth management, accounting, and CFO outsourcing.
We work with private equity firms to source their next deals. Often, private equity firms find that their full-time employees simply have enough on their plates already, and their time is better spent on tasks other than deal sourcing. We take care of the time-consuming process of initially making calls and setting meetings so that you can focus on what matters.
Wealth management firms we work with find the untapped potential within SMB markets. The need for wealth management services at small and medium businesses is not matched by the amount of wealth management firms actively reaching out to them. That leaves plenty of room for your outsourced team of sales professionals to make up the difference by putting you first through the door with them.
Firms that offer accounting and CFO outsourcing services often take a passive, inbounds-first marketing and sales strategy. That approach fails to capitalize on the untapped benefits of an active, trained team of sales professionals actively reaching out to the small and medium businesses that need those services. Stand above the crowd with the support of an exceptional sales strategy.
In the crowded field of financial services, timing is everything. You have to reach out to prospective clients with the right message at the right moment. We work with our financial services clients to brainstorm unique ways to identify intent and interest for their services before we even start outreach to a lead.
Personalization is absolutely essential in today’s world of endless cold emails and calls. We pride ourselves in our ability to craft a personalized sales development strategy for our clients no matter the size of their market. Whether you have a huge TAM or a small group of qualified leads – we can personalize our outreach. We customize and tailor every outreach channel, including call scripts and text messages – not just automated merge fields in email templates.
Our clients in the legal space tend to be very analytical and methodical about everything we do. Thankfully, we have the data analytics capabilities to live up to our clients’ expectations. We track the KPIs and metrics that are important to our clients and continuously work to derive insights to improve our approach.
