A Hedgestone advisor was in the early stages of building his sell-side pipeline and, like many brokerages, relied on scattered outbound efforts and inbound inquiries. The result was inconsistent deal flow, too many low-quality conversations, and limited internal capacity to source, qualify, and nurture seller opportunities at scale while still managing live mandates.
We implemented a fully managed seller origination system tailored specifically for sell-side mandates. The system combined targeted outbound outreach, pre-qualification, lead nurturing, and calendar booking to create a structured and repeatable flow of motivated seller opportunities.
Outreach was executed across email, LinkedIn, and SMS to reach owner-led businesses throughout the North East, with a preference for healthcare assets. Target companies were filtered based on deal size, ownership structure, and seller relevance.
Every opportunity went through a phone pre-qualification call with our team to explain the listing process, confirm intent, and set expectations before introduction. We also managed pipeline visibility inside a centralized CRM and built structured follow-up sequences based on timing and seller motivation.