Take a look at some of our recent case studies
See how we help M&A advisors and brokers build pipeline, close deals, and grow — faster.
Solo Business Broker (Florida)
Challenge:
Working alone, the broker struggled to keep a consistent pipeline. He relied on referrals and word-of-mouth but often went months without serious conversations.
Solution:
Enrolled in SynergiFlow’s Starter Package (4–7 conversations/month). We provided lead intelligence, email + SDR outreach, and exclusive conversations booked into his calendar.
Results (First 90 Days):
- 1,000 leads researched/month with succession + retirement signals.
- 15 exclusive conversations booked (avg. 5/month).
- Closed 2 new sell-side engagements worth a projected $8.5M in transaction value.
“This engine gave me consistent conversations I could never generate on my own.”
Mid-Sized M&A Firm (Texas, 5 Advisors)
Challenge:
The firm had 3 in-house SDRs, but results were inconsistent and costs high. They were paying $20,000+/month in salaries and overhead, but averaging only 2–3 new conversations monthly.
Solution:
Switched to SynergiFlow’s Growth Package (6–10 conversations/month), adding LinkedIn outreach + SMS follow-ups alongside email and calls.
Results (First 6 Months):
- Saved $120,000 in annual SDR costs.
- Achieved 47 exclusive conversations booked in 6 months (avg. 7.8/month).
- Secured 6 signed mandates with a total pipeline value of $40M.
“SynergiFlow outperformed our entire inside sales team at 25% of the cost.”
Boutique Advisory Firm (Northeast, 2 Partners)
Challenge:
They wanted to grow aggressively but lacked brand credibility and the bandwidth to scale origination. Competitors with bigger teams kept winning engagements.
Solution:
Adopted the Growth Package with nurturing campaigns and co-branded reports to build authority.
Results (First 4 Months):
- 24 exclusive conversations booked (avg. 6/month).
- 3 buy-side mandates signed, totaling $18M in potential deal volume.
- Presented co-branded “Market Insights Report” that impressed business owners.
“Prospects now view us like a larger firm. The co-branded insights gave us instant credibility.”
National Brokerage Expanding Into New Markets
Challenge:
A large brokerage wanted to break into 3 new states but couldn’t dedicate internal staff to outbound origination while servicing existing clients.
Solution:
Engaged SynergiFlow’s Enterprise Package (10–20 conversations/month) with 2,000+ leads/month and a dedicated SDR team.
Results (First 5 Months):
- 61 exclusive conversations booked (avg. 12/month).
- Entered 3 new state markets with verified opportunities.
- Signed 9 new engagements → potential fees exceeding $750,000.
“This is the closest thing to flipping a switch for growth. We expanded faster and cheaper than we thought possible.”
Ready to grow your deal flow?