Sector coverage calling at volume, without burning senior banker hours or analyst weekends. Founder-owned companies in your coverage areas, qualified and booked onto your bankers' calendars.
Middle-market and boutique banks know where the mandates are: founder-owned companies in the sectors they cover, a few years before the owner is ready. The problem has never been knowing who to call. It is finding anyone with the time to call all of them, every month. Our founder has been generating deal flow this way since 2018.
You give us the sectors, the size range and the geography. We build the list of owners, not just companies, and work it by phone and email every month. The caller introduces the bank, qualifies the owner against your criteria, and books a conversation with the banker who covers that sector. Your team walks into a meeting with an owner who knows who you are and has agreed to talk.
Everything after the first meeting stays with you: the pitch, the valuation view, the engagement. We never speak for the bank on fees, structure or process.
Yes. The script is written with you and approved by you. The caller introduces the bank and the banker, qualifies the owner, and books the meeting. They do not discuss fees, valuation or process.
Each sector gets its own criteria, script and calendar. Meetings route to the banker who covers that sector, and the weekly report breaks volume and meetings out by sector.
Yes. CRM and calendar integration are included, so calls, emails, replies and booked meetings land in your system rather than a spreadsheet.
The campaign is business-to-business outreach to owners about their companies. Lists are scrubbed against do-not-call registries, there are no recorded messages or robocalls, and the script is approved by you before any dial. We are happy to work with your compliance team on the script and the email copy.
A single campaign runs 4,000 to 6,000 dials and 3,600 or more emails a month against a fresh list of 1,200 to 1,500 owners. Banks covering several sectors run several campaigns in parallel.
A flat monthly fee per campaign, month to month. No success fee participation.
Tell us who you're trying to reach and we'll map the campaign to your market.
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