Case StudyPrivate Equity / M&A

BaseHome Capital

High-quality meetings that lead to real acquisitions.

Appointment SettingSales Strategy
BaseHome Capital
66%
Meeting success rate
100%
Client satisfaction
Multiple
Acquisitions closed from booked meetings
Stronger
Predictable acquisition pipeline

Business Context

BaseHome Capital is an agency that helps private equity firms find and close acquisitions in real estate and healthcare. Their clients needed access, not lists or introductions that went nowhere, but real conversations with founders, executives, and decision-makers who were genuinely open to a deal. BaseHome was growing fast and onboarding more PE clients, but the flow of qualified opportunities was not keeping pace. In private equity, a weak pipeline erodes credibility with limited partners.

Millionaire Contracts built and ran their appointment-setting operation from the ground up, designing the whole engine from targeting through qualification to handoff.

Scope of Work

  • 1

    Target identification of founders, C-suite executives, and board members at acquisition targets, screened hard for size, growth trajectory, and ownership structure before any outreach

  • 2

    Multi-channel outreach across cold calls, email, and structured follow-ups, each channel with a defined role and everything tracked and sequenced

  • 3

    Relationship building that positioned BaseHome as a partner rather than a predator, leading with good questions instead of a rushed pitch

  • 4

    Rigorous qualification against investment criteria, size, profitability, ownership willingness, and strategic fit, before a meeting was booked

  • 5

    Vertical-specific outreach across real estate (developers, property management, distressed assets) and healthcare (clinics, specialty practices, ASCs, behavioral health)

The Outcome

The appointment-setting function went from a bottleneck to an accelerant. BaseHome's private equity clients saw more deals, better deals, and faster closes, referrals increased, and the outreach engine became a competitive advantage rather than just a service.

"In acquisitions, access is everything. Good acquisitions start with good conversations, and relying on luck for deal flow is not a strategy. Pipeline generation deserves the same rigor as due diligence."

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