JSU / Casework
Eighteen engagements. Zero names.
Names withheld by design; clients in these markets pay for discretion as much as results. Everything here is sized exactly as it happened.
- Qualified borrower mandates on cadence, replacing broker-blast dealflow.
- Engagement letters from proactive coverage, not auctions.
- Off-market LOIs signed outside banker-run processes.
- Off-market transactions sourced and closed outside competitive channels.
- First response under 2 hours; booked first-calls up ~40% in a quarter.
- Demo-to-held up a third; two added closes a month at ~$30K ACV.
- Merchant response ~doubled; onboarding pipeline up ~25%.
- Dozens of dormant accounts reactivated in 90 days.
- Replacement wins up ~30% season over season.
- First non-referral pipeline in firm history; ~2 added projects a quarter.
- Two trial orders from competitors' stumbles in six months.
- Forecast variance cut sharply; cross-sell surfaced between sister companies.
- Qualified founder conversations on cadence.
- Brokers reaching sellers pre-listing.
- Among Canada's top Meta advertisers 2012; featured by Hootsuite and AdEspresso.
Capital — M&A and finance
The lender's mandate engine.
A direct lender hunting quality mandates, not volume. Signal-driven origination matched the credit box to companies entering a capital need.
ResultQualified borrower mandates on cadence, replacing broker-blast dealflow.
The investment bank's coverage edge.
Tired of bake-offs; ownership-behavior and succession signals fed coverage so bankers called founders quarters before processes formed.
ResultEngagement letters from proactive coverage, not auctions.
The PE group's proprietary flow.
AI.DA screening on succession, capacity, and ownership signals turned a thesis into founder conversations.
ResultOff-market LOIs signed outside banker-run processes.
The private credit fund's off-market book.
AI.DA-driven sourcing read borrower behavior and capital-need windows.
ResultOff-market transactions sourced and closed outside competitive channels.
The operating floor
The MSSP that stopped chasing.
Signal map (breach news, IT departures, insurance renewals) plus a follow-up engine.
ResultFirst response under 2 hours; booked first-calls up ~40% in a quarter.
The SaaS demo leak.
Same-morning response plus profile-aimed follow-up.
ResultDemo-to-held up a third; two added closes a month at ~$30K ACV.
The payments portfolio.
Trigger-led outreach (outages, new locations, POS migrations) with statement-math openers.
ResultMerchant response ~doubled; onboarding pipeline up ~25%.
The distributor's three buyers.
Profiled loyalty, price, and availability buyers; three first sentences instead of one.
ResultDozens of dormant accounts reactivated in 90 days.
The HVAC season.
Territory watch on building sales, permits, equipment age; response inside the 4-hour window.
ResultReplacement wins up ~30% season over season.
The remodeler's referral ceiling.
Permit, home-sale, and insurance-event signals plus same-day response.
ResultFirst non-referral pipeline in firm history; ~2 added projects a quarter.
The manufacturer's second-source window.
Supplier-failure and dual-sourcing signals; quotes that never cooled.
ResultTwo trial orders from competitors' stumbles in six months.
The roll-up's one revenue language.
Predictive pipeline analytics across entities; one scoreboard for the board.
ResultForecast variance cut sharply; cross-sell surfaced between sister companies.
The family office thesis engine.
Screening and outreach that turns a thesis into met founders.
ResultQualified founder conversations on cadence.
CRE before the listing.
The work that became Territory Signal: lease expiries, permits, and ownership behavior fused into the weekly call list.
ResultBrokers reaching sellers pre-listing.
The receipt
The era that built the method.
Pioneering paid social before the market believed in it.
ResultAmong Canada's top Meta advertisers 2012; featured by Hootsuite and AdEspresso.
Each engagement runs on an industry engine. The method traces to the founder.
The briefing
See your bottleneck before we ever talk.
We read your site, name the bottleneck costing you most, and show the revenue math. The briefing is the proof.