Tortoise Finance
Results
Client-verified- $200K+ net profit in 2 years
- 4 new clients in 6 months
Industry
Finance
Employees
N/A
Location
New York, NY
Services
Lead Generation, Email Marketing
Duration
N/A
Budget
N/A
“Because of the processes that Outbound System has developed and put into place, we have been fortunate to have cashflow of multiple six figures per year now. It's been a real game changer type of a gain that we've been fortunate to experience.”
Problem
Tortoise Finance, an M&A advisory focused on healthcare practices, relied entirely on referrals for deal flow, which made its pipeline unpredictable and impossible to scale. No digital intent signal exists for a “practice owner ready to sell”, so standard list building was useless, and practice owners delete generic M&A language on sight.
Solution
Outbound System built an intent-based targeting system that identified exit-ready owners through signals like valuation searches and LinkedIn profile updates after 20+ years in the same practice, segmented by specialty and practice size. Messaging led with what a practice is worth and how to protect staff, sent through a private Azure U.S. IP with staggered, advisor-style cadences and LinkedIn touches.