Buy-Side & Sell-Side M&A Deal Sourcing For Financial Advisors: Platform Updated

OutFlow updates its buy-side and sell-side deal sourcing solution for financial advisors who are looking to optimize resources and improve pipeline efficiency.

Boise, United States - August 2, 2023 /PressCable/ —

M&A deals can be complex and time-consuming, and their success strongly depends on efficient sourcing and target research. OutFlow introduces a “done-for-you” solution, leveraging the latest data mining, outbound marketing, and business communication strategies to bring M&A advisors a consistent stream of “hot” leads.

More information is available at https://outflow.agency/

OutFlow’s announcement comes as more dealmakers realize that employing deal sourcing technology will help them stay competitive in challenging markets. A recent IHS Markit survey revealed that 43% of investors agreed that advanced analytics can benefit deal sourcing more than any other stage in the dealmaking process. At the same time, only 3% of respondents said they use it.

By outsourcing deal sourcing to OutFlow, financial advisors can benefit from a more predictable flow of opportunities and high-quality data. The company believes that consistent results require a consistent and proactive approach. Using a proprietary database and targeted marketing campaigns, the team delivers clients exclusive, off-market opportunities that are unavailable to other players. After vetting the data to ensure that the targets match the client’s criteria, OutFlow can contact them to arrange a meeting.

In addition to sourcing opportunities and managing outreach, OutFlow also offers sales consulting services to help clients make the most of these opportunities by improving their sales processes.

OutFlow’s website features numerous video testimonials and case studies. One of the recently published case studies describes how the team helped Hal Feder of Murphy Business Brokers close a record number of deals. Feder struggled with finding opportunities using traditional methods, such as mailers and cold calls. OutFlow created two hyper-targeted campaigns that focused on Feder’s experience in the automotive industry, which resulted in a record year in terms of the number of transactions.

“Rather than relying on referrals, expensive direct mail and insufficient marketing efforts, we promise you a steady flow of new leads and opportunities every month, or our help is free,” says Matt Currie, CEO of OutFlow. “Do what you do best; close deals, create value, grow companies. Let us handle the deal sourcing.”

Interested parties can find more information by visiting https://outflow.agency/

Contact Info:
Name: Jason Dodd
Email: Send Email
Organization: OutFlow
Address: 500 S 8th St, Boise, Idaho 83702, United States
Website: https://www.outflow.agency

Source: PressCable

Release ID: 89103954

Should you identify any discrepancies, concerns, or inaccuracies in the content provided in this press release or require assistance with a press release takedown, we strongly urge you to notify us promptly by contacting [email protected]. Our responsive team is committed to addressing your concerns within 8 hours by taking necessary actions to resolve identified issues diligently or guiding you through the necessary steps for removal. Our dedication lies in providing accurate and reliable information.