The brief
Advisors and brokers wanted more owner conversations than referrals could supply, without a single email that would embarrass the firm in front of an owner.
What we built
Owner lists researched to each mandate's industry, geography and size range. Outreach in the firm's voice by email and LinkedIn, from domains tied to its brand. Replies screened for intent before anything reached an advisor's calendar.
Where it landed
Off-market sourcing for advisors and brokers is the largest category of work we've delivered, and the reason we run it as its own program.