We call business owners, CFOs, and operations leaders for advisory, lending, accounting, and capital introduction firms — with full regard for compliance constraints.
$25k–$500k+ engagements / 1–5% deal fees
60–180 days
4 core use cases
The plays we run inside financial & advisory services.
Honest assessment of the pipeline problems we hear every week.
Buyer personas we target inside qualified accounts.
Targeting is half the job. Here is the sourcing logic.
Owner-operator and CFO lists filtered by revenue, employee count, industry, and growth or distress signals. For M&A and capital, we layer in PE ownership status, debt maturities, and recent leadership changes. Compliance-sensitive verticals get scripted disclosures baked in.
Angles tested in production — not generic 'just checking in' scripts.
What has to be true before a meeting hits your AE's calendar.
Real pushback from buyers and how our SDRs respond.
"We have an accountant / banker / advisor."
Position as a specialist for the specific event (exit, refi, audit) — complementary, not replacement.
"Send a one-pager."
Send it AND book a 15-minute follow-up — financial buyers respect a clear next step.
"We're not interested."
Respect it, capture the right contact for the future, and move on cleanly.
The exact mix we typically deploy.
Benchmarks from pods we run in this vertical. Yours will vary.
Book a free strategy call. We'll review your offer, ICP, and whether outbound makes sense for your business.
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