← Case Studies·Trep Advisors

107 Booked Calls in 180 Days for a Leading M&A Advisory Firm

How GrowthFlare helped Trep Advisors nearly triple their qualified lead volume and reach business owners beyond their existing referral network.

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107Booked Calls
3xLead Volume
$1.5BLargest Prospect
45Calls in 45 Days
The Client

Trep M&A Advisors, owned by Rob Chepak, is consistently ranked among the top 25 M&A advisory firms in the US at their market level. The firm represents business owners who want to sell their business, helping them find the right buyer at the right price, protecting the legacy they have built over decades. With over $350 million in owner value in their current market, the firm serves a highly relationship-driven segment where trust is everything.

The Challenge

The vast majority of Trep’s business, roughly 90%, came from referrals. While referral clients arrive pre-sold with a shorter sales cycle, the firm recognised that their growth was constrained by the size of their network. There was no way to systematically reach business owners outside of who they already knew. New deal flow depended entirely on who happened to call.

The Approach

GrowthFlare built and deployed a full outbound system tailored to business owner acquisitions. Over the engagement, the team:

  • Built cold email infrastructure and outreach sequences tailored to business owners at the right revenue threshold and stage

  • Developed targeting criteria based on industry, revenue, and transaction readiness to ensure every prospect was a financial fit

  • Implemented a qualification layer so prospects arrived on calls already knowing who Trep was, what they did, and the purpose of the conversation

  • Deployed pre-call prep sequences to warm prospects before they reached Rob’s calendar

  • Maintained near-term booking cadence so meetings landed within days of initial contact, not weeks

The Results

Over the engagement, Trep saw their qualified lead volume nearly triple. Key outcomes:

107 Booked CallsQualified business owners reached over the course of the engagement
45 Calls in 45 DaysPeak volume achieved in the first intensive sprint
3x Lead VolumeOverall opportunity pipeline compared to referrals alone
Not only did you guys get up and running very quickly, but the calls themselves that you book for us with prospects are near-term. GrowthFlare really took the time to understand what we do. And I can’t say that every lead gen service we’ve worked with has done that.
Rob ChepakOwner, Trep M&A Advisors
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