A landmark M&A transaction was successfully closed with Supportive Insurance Services, highlighting TAG Financial's exceptional deal-making capabilities.

Transworld Texas is one of the largest business brokerage groups in the region. They wanted more predictable inbound conversations with owners planning a sale. Paragon Deals launched targeted outreach across key industries in Texas, generating consistent discovery calls and improving their listing pipeline.

A. Buchholtz & Company is a long-established M&A advisory firm. Their pipeline relied heavily on referrals. Paragon Deals built a scalable outbound program targeting business owners considering an exit, increasing the volume of mandate-aligned leads and improving visibility on early-stage opportunities.

Madison Street Capital is a global middle-market investment bank. They wanted to reach new industry segments and expand their deal-flow outside traditional referral channels. Paragon Deals launched a structured outbound system targeting CEOs, owners, and operators across multiple industries, generating consistent introductions and improving outreach visibility.

Echo Partners is a healthcare-focused investment bank. Their outreach, investor mapping, and pipeline development were mostly manual, limiting scale and visibility. Paragon Deals built the automated infrastructure that now powers Echo’s entire outbound engine — including targeting, messaging, sequencing, tracking, and lead qualification. This system enabled consistent engagement across the healthcare investor and acquirer ecosystem without adding headcount.

Partnering with Paragon Deals, TAG Financial Institutions Group, a leading investment bank, saw a dramatic transformation in their sell-side mandate generation strategy. Paragon Deals implemented a targeted cold email campaign focused on identifying potential M&A opportunities within the financial services sector. This strategic outreach enabled TAG Financial to engage with a broader range of insurance agencies, wealth management firms, and other financial services businesses exploring exit options. The automated campaign improved consistency in follow-ups and maintained efficient tracking of prospect engagement. As a result, TAG Financial generated 23 qualified meetings for new deal flow, secured multiple active mandates for future M&A transactions, and successfully closed a landmark transaction with Supportive Insurance Services.

Auctus Capital Partners, an investment banking firm, struggled with scaling their lead generation due to manual outreach efforts. Partnering with Paragon Deals significantly improved their process, increasing outreach from 1,000 to over 10,000 contacts monthly. This automation enhanced follow-ups and tracking, resulting in 30 to 50 highly qualified leads and better pipeline growth. The collaboration allowed Auctus Capital to engage with more potential clients efficiently and build long-term relationships in their industry.

Before Working With Paragon Deals, Toby had worked with 2 agencies prior to us. The first one provided zero results, and was "garbage", the second one gave the company a bad reputation with the messaging they sent to prospects. Since working with Paragon Deals, we have been able to provide consistent deal-flow which lead to multiple deals closed for his firm within months of working together. ‍

Before Working With Paragon Deals, Tyler has always put an extreme focus on client results, and never paid much attention to their internal marketing at Rocket Clicks. He looked to Paragon Deals to help him grow an additional channel of clients. ‍ After Working With Paragon Deals, Rocket Clicks tested 2 other agencies alongside us 2 months ago to see who would get the best results, he said in our interview "Jake (Paragon Deals) is the only one that actually brought real leads into our business & real revenue.

Before Working With Paragon Deals: Del Morgan hadn't used cold outreach to attain clients, being a leading investment bank, they didn't think they needed to. ‍After Working With Paragon Deals: Del Morgan has found an additional channel for deal flow that is sustainable & predictable. Bringing in multiple clients that want to raise capital / sell their company for $8-9 figures.