Results, Not Promises.

Active engagements. Verified data. No case studies from vendors we tried once.

Featured — Active Engagement

Client Type

M&A Advisory Firm (Anonymized)

Engagement Duration

10+ months

Deal Vertical

Lower-Middle Market M&A

Context: Client grew AUM from $150M to nearly $1B during engagement period. Outreach contributed to deal flow pipeline — not attributed as the sole driver of AUM growth.

Problem

Relying on banker referrals and cold inbound for deal flow. No systematic way to identify motivated sellers before they engaged a broker.

Solution

Data-verified ICP design targeting LMM business owners in specific revenue and industry segments. 8-touch LinkedIn sequence with cohort-specific psychology. Pre-flight simulation before every batch load.

Result

15+ qualified meetings per month at 17% average reply rate across active cohorts. Seller database now owned and enriched — compounding value every batch.

0+/Mo

Meetings Booked

Reply Rate

0+ Mo

Active Engagement

Additional engagements

LIVEFinTech / B2B SaaS

AI-Enabled Collections Platform

Fully custom cohort architecture for a B2B AI platform targeting enterprise collections and recovery operations. Three distinct buyer personas, each with independent sequences and pre-flight simulation.

Target Accounts

Buyer Journeys Built

Manual Sourcing Eliminated

LIVEData Quality Engineering

M&A / PE Operator — Data Hygiene Audit

Full data audit of existing contact database from a leading outreach vendor. 24% of records contained invalid emails, stale titles, or duplicate entries. Database rebuilt clean before any campaign launched.

Contacts Audited

Bad Contacts Removed

Reduction Rate

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