Their experience
About the client
NOBLE Capital Markets is a FINRA-registered investment bank with a focus on middle-market transactions. The bank wanted consistent sell-side deal flow in the industrial segment: private business owners open to discussing a sale of the company they built.
That conversation does not respond to volume. Owners do not answer templated prospecting about the most consequential financial decision of their lives, and banker hours are too expensive to spend hunting for it.
The pipeline this produced tells you who it reaches: owners in their late 60s, weighing the sale of the firm they spent a lifetime building.
The objective
Put NOBLE's bankers in front of qualified business owners who were genuinely open to a transaction conversation, without the deal team spending a single hour prospecting.
What we did
Map the owner universe
We built the full universe of industrial businesses in range, then enriched every account with real numbers: firmographics, ownership signals, and comparable transactions.
Qualify before first touch
Every account was scored against the bank's mandate profile before anyone was contacted. Owners who did not fit never heard from us.
Outreach anchored to transaction comps
Multi-channel outreach spoke the owner's language: real market activity, real comparables, a concrete reason this conversation was worth having now.
Pipeline reviewed with the deal team
Every two weeks the pipeline sat in front of the bankers: what moved, what stalled, and what the market was saying back.
The outcome
- Sell-side mandate signed with a $2.6M-EBITDA business
- 10+ owner introductions delivered
- $1M+ EBITDA deal in active pipeline
- 3+ opportunities in active pipeline
- 5+ long-term owner relationships opened for the bankers
If a system can open doors for M&A bankers, it can open doors for your largest deals.