Corporate Finance Associates doubled their signed client deals in 6 months
CFA's 4-partner aerospace and defense team helped business owners sell their companies. For two years, they signed 3 new clients a quarter and could not push past it. Six months after we installed CCS, they were signing 8.
Where they were stuck
Corporate Finance Associates Worldwide is a 34-office international investment bank. Their 4-partner aerospace and defense team sells businesses on behalf of their owners. Strong track record. Great execution. But new business was flat.
For two years, the team had been signing 3 new client deals per quarter. Same number every quarter. The reason was simple. They had no way to find business owners who were thinking about selling before their competitors already had the conversation with them.
What we built for them
We installed a system inside the team that finds aerospace and defense business owners who are close to selling their business. We built them a private cold email setup. We mapped out every business owner in their target market who fit the profile of someone thinking about an exit. We wrote outreach designed to reach these owners early, before they had chosen an advisor.
The system runs continuously. Every week it puts qualified sales calls with new business owners on the team's calendar.
What happened
Six months in, the team was signing 8 new client deals per quarter. That is a 167% jump in new business. More importantly, the team stopped waiting for the phone to ring. They now find and sign new business owners before their competitors know those deals exist.
Want a system like this installed in your business?
If you want us to build one for you, run it for you, and eventually train your team to run it themselves. Book a call.
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