// case study · 2023–present

OTO acquisition outbound

flagship client anonymized — a venture-backed SMB acquisitions startup

Instantly
Clay
Postgres
Zapier

problem

Acquisition outreach to SMB owners considering exit — precision over throughput.

outcome

Opened off-market exit conversations and built a broker/CEPA referral network.

[ phase 1 stub ]

Full write-up ships with phase 2 — context, constraint, what I built, architecture, outcomes, and what I'd do differently. The real case study prose is drafted and will drop into the MDX body once the content collection and case-study layout are in.