by Clayton | Sep 5, 2024 | Sales Strategy
In outbound sales, understanding your target audience is crucial. However, many mix up two key concepts between ICP vs Persona. While they are closely related, they serve distinct purposes, and knowing the difference can significantly improve your outreach strategy....
by Clayton | Sep 3, 2024 | Deal Sourcing
Deal sourcing is the lifeblood of any firm engaged in mergers and acquisitions (M&A), private equity, venture capital, or even real estate investments. The process of identifying, evaluating, and acquiring deals that align with a firm’s strategy is both an art and...
by Clayton | Aug 29, 2024 | Deal Sourcing
In the fast-paced world of deal sourcing, the right technology can be the difference between success and missed opportunities. Whether you’re involved in mergers and acquisitions, debt, or equity deals, employing the right tech stack is crucial for efficiently...
by Clayton | Aug 27, 2024 | Deal Sourcing
In the competitive world of mergers and acquisitions (M&A), sourcing deals is an essential skill that can make or break a firm’s success. The landscape of deal sourcing has evolved over the years, blending traditional strategies with modern technological...
by Clayton | Aug 26, 2024 | News
Listen to some of the twists and turns in the journey into entrepreneurship. In the episode, Clayton delves into his experiences traveling the world, working in real estate and finance, and ultimately founding his own B2B consulting, sales, and deal sourcing firm....
by Clayton | Aug 22, 2024 | Deal Sourcing
Deal sourcing is a crucial aspect of investment banking that can often be overlooked by those outside the industry. It’s a complex and dynamic process that serves as the backbone of a successful investment bank. Understanding what deal sourcing is, why it’s important,...
by Clayton | Aug 20, 2024 | Sales Strategy
In today’s fast-paced business landscape, companies are always looking for efficient and cost-effective ways to boost their sales and reach their revenue goals. Outsourced sales have emerged as a popular strategy for businesses of all sizes to achieve these...
by Clayton | Aug 15, 2024 | Case Study
The Challenge Entering a new real estate market without an established network posed a significant challenge for a real estate advisory practice. To succeed in this unfamiliar territory, the client needed to generate a substantial number of leads for large real estate...
by Clayton | Aug 13, 2024 | Sales Strategy
The top of the sales and marketing funnel is where the journey begins for potential customers. It’s a critical phase focused on building awareness, generating leads, and beginning the qualification process. Understanding the distinct roles of marketing and sales at...
by Clayton | Aug 8, 2024 | Sales Strategy
In the journey of converting a lead into a customer, the middle of the sales and marketing funnel is where many businesses find themselves stuck. This stage, often referred to as the “consideration phase,” is crucial because it is where potential customers are aware...
