Sutton Capital Partners is a technology-focused investment bank based in Los Angeles, specializing in working with SaaS companies in the lower middle market. Led by Peter Cowen, the firm helps software companies navigate complex M&A transactions during a transformative period in the tech landscape.
The challenge
Winston Dunn is a specialized consulting firm serving the insurance industry. They advise agency owners on M&A transactions and place executive talent at insurance firms nationwide.
Winston Dunn’s challenge
Finding sellers in the insurance M&A space is known to be very competitive. Insurance agency owners are highly sought after, receiving countless emails and calls daily, making it challenging to break through the noise and start meaningful conversations.
While Winston Dunn was already conducting internal outreach through their administrator (reaching around 20,000 contacts per month), they wanted to:
- Generate additional qualified opportunities beyond their internal efforts
- Increase the volume of conversations with potential sellers
- Enhance their outreach effectiveness without overwhelming their internal team
- Find agency owners genuinely interested in M&A discussions
- Have more time to be able to actually sign deals instead of spending time on sourcing contacts