Financial services and private capital.

Regulated businesses need a careful first contact.

The market

Who buys, and how.

Who we reach. Owners and finance leaders at businesses that fit the adviser's or lender's profile.

These businesses sell to owners who are cautious about unsolicited approaches. The first message has to be accurate and restrained, and regulated judgments stay with the firm.

The buyer: An owner or finance leader who is approached often and trusts few.
The trigger: A transaction, a refinancing or a change in ownership plans.
The constraint: Regulation. Nothing in an email can read as advice.

Our approach

How we work here.

Define the profile of the business that fits, and the exclusions.
Keep every claim in the first email checkable and modest.
Leave advice, suitability and credit decisions to the firm.

The method is the same in every industry: the buyer is written down first, the market is tested before a list is bought, every address and every personal line is checked, and you approve a 10-lead preview before anything is sent. How we work

Experience

Where we have run campaigns.

We have not run campaigns in this industry yet. We test any new market on a sample of 40 companies before we spend on a list, and we say so if it is not one we can reach well.

Other industries

Contact Breezy

A specialist business deserves a closer look.

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