Case Studies | Ulysses Group
Proof of Work

Client Case Studies

Real results across M&A advisory, search funds, wealth management, healthcare, and manufacturing. Across different markets, deal sizes, and geographies.

11 Case Studies
Case Study
ABSA
18Qualified seller conversations
2×Mandates from one lead
$8.5MCombined deal value
18 Qualified Seller Conversations. One Lead That Became Two Mandates.
M&A Advisory Arizona, US Sell-Side
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Case Study
Focus Investment Banking
10+Qualified opportunities
30Days to pipeline
0Internal sourcing time
10+ Qualified Sell-Side Opportunities in 30 Days. Manufacturing Sector.
M&A Advisory Manufacturing United States
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Case Study
Equisy
150+Startup deals sourced
50+Investors identified
100+Hours saved monthly
Scaled Investor and Startup Deal Flow. Saved 100+ Hours a Month.
Investment Platform Seed & Series A Global
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Case Study
Lenmed
21Off-market opportunities
5moTo full pipeline
$75MMax deal size
21 Hyper-Qualified Off-Market Healthcare Opportunities in the UAE in 5 Months.
Healthcare UAE / Middle East Off-Market
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Case Study
Moonrise
50+Opportunities per month
0Internal sourcing time
Live LOIMaintained throughout
50+ Off-Market Opportunities Per Month While a Live Deal Was Under LOI.
Search Fund UAE / Middle East Off-Market
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Case Study
Acres
25+Seller leads per month
$10MMax deal size
0Internal sourcing time
25+ Motivated Seller Leads Per Month Across the North-East US.
M&A Advisory North-East US Sell-Side
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Case Study
Northeast Business Services
7Days to first opportunity
10Seller meetings in 21 days
$2MEBITDA on first deal
Consistent Off-Market Acquisition Pipeline Across the East Coast.
Manufacturing East Coast, US Off-Market
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Case Study
Hedgestone
80Qualified opportunities
90Days to full pipeline
100sHours saved monthly
80 Qualified Seller Opportunities in 90 Days. Sell-Side Brokerage.
Business Brokerage North-East, US Healthcare focus
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Case Study
Bed & Biscuit
4wksTo operational system
3×Outreach channels live
100%Team independence
Built Their Own Deal Flow Engine and Launched a Fully Functional Origination System in 4 Weeks.
Done With You Veterinary & Pet Services North-East US
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Case Study
Summit Wealth Strategies
10+Pre-exit seller opportunities
1Seller engagement closed
$300K+Advisory value
Pre-Exit Sellers Across Two States. One Closed Engagement Worth $300K+.
Wealth Management Colorado & Minnesota Pre-Exit
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Case Study
CGS Partners
5–10Seller meetings per month
10Days to go live
6+Months of steady deal flow
5–10 Qualified Seller Meetings Every Month in a Narrow Two-State Market.
Search Fund Illinois & Indiana Off-Market
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