Symmetry Corporate Finance
Basingstoke, England
A 7-Figure Pipeline, Built on Their Own Infrastructure
At a Glance
Industry
M&A Advisory
Size
5 employees
Country
United Kingdom
Services
Apollo.io Setup, Custom Account Scoring, Website Visitor ID, Full Done-for-You
Timeframe
3 to 6 months
Status
Taken in-house
The Challenge
Symmetry is a UK-based M&A advisory firm. When they came to us, they were working with a lead agency that was delivering decent results on the surface. The problem was underneath. It was a recurring cost regardless of output, lead volume was declining, and the whole program was a black box. Symmetry didn’t own the data, the infrastructure, or the messaging. If the agency went away, so did the pipeline.
They wanted to bring it in-house and own the engine end-to-end.
What We Built
- Cold email infrastructure configured to land reliably at scale (domains, warmup, deliverability monitoring)
- Apollo.io instance built from scratch, with custom account scoring models tuned to the signals that matter in M&A (founder-led companies, revenue ranges, growth indicators, exit readiness)
- Personas covering business owners, founders, and financial decision-makers
- Website visitor ID connected directly into outreach so site traffic triggered sequences
- Highly personalized messaging using their existing customer references. Past deals and testimonials in specific industries mapped to prospects in those same industries, so every email led with relevant proof
- Dynamic variables and Spintax for variation at scale without losing the personal feel
- Full documentation and training so Symmetry could own and operate the system themselves
Results
- 7-figure pipeline built from outbound
- Meetings progressing to deal stages with mid-7-figure and larger acquisition targets (typical for M&A deal sizes and long sales cycles)
- Quality of conversations improved significantly compared to the prior agency (relevant, brand-appropriate replies instead of spammy noise)
- An 'Allbound' outbound engine that Symmetry owns and runs internally, with optional support available
Related Services
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