Financial Services Firms 👇
Fill Your Calendar With Perfect Fit Deals - On a Performance Basis
No upfront fees. No retainers. You only pay when a qualified lead is delivered
See What Our Clients Have To Say 👇
"I have tried to work with several lead generators and have never received the same kind of responsiveness, insight, and flexibility as we received from Willem. They make sure we have the pitch right so we only get those leads that really meet out criteria as potential clients."
- Clause Madsen, Managing Director
“You guys have generated a fantastic amount of leads, it's a challenge to keep up! We have a couple of transaction going on right now."
- Jonathan Tate
“Great news coming today, it's official!!! $500,000 in deals closed. Thank you for our continued partnership my friend. Let's keep it going!"
- Edward DeAngelis, Owner & CEO
“Willem, hope all is well. Wanted to say we are pleased with the work you have been doing for us. As discussed a few months ago, we want to explore what increasing your scope with us would include.”
- Bill Schloth, Co-owner & Managing Director
“We’ve been pleased with both the quality of your customer service and the general volume of leads”
- Terra Porter, Communications Manager
“We have enjoyed working with you and have found the program to be a successful one in that it created a number of conversations and some good clients for us.”
- Stephen Goldberg, Managing Partner
“Thanks for your hard work. We appreciate all you have done and looking forward to continuing. Let's roll!"
- Billy Mitchell, Co-owner
44 sales calls per month, 2 months after launching
- David Marchese, Managing Director
Why Atrevido Partners?
A Partnership Model Where We Only Win When You Do
No upfront fees. No retainers. You only pay when we deliver a qualified lead.
Built by professionals from the financial services industry
We’re not just another deal-sourcing service, we’ve operated on the front lines of M&A and financing, running a buy-side firm and partnering with top private equity groups, family offices, and sell-side advisors across the U.S.
100% Performance Based
We succeed only when you do. Our compensation is tied directly to your results, so every dollar we earn reflects real outcomes for your firm.
ZERO UPFRONT COSTS
No risk, no gamble. You just cover ad spend, and we only get paid when qualified calls hit your calendar..
Bottom line: Opportunities that turn into closed deals
We optimize for one thing: connecting you with qualified Opportunities who not only match your exact criteria, but also have genuine intent On mOving forward.
FAQs
What makes you different?
We don’t sell clicks, impressions, or “leads” that go nowhere. Our focus is on delivering exclusive, sales-ready conversations that turn into real opportunities.
With firsthand experience running a firm in the financial services industry (buy-side M&A), we understand the ins and outs of dealmaking, and more importantly, how to source exclusive high-quality sales opportunities.
Finally, we only partner with a select number of firms, giving you the focus and attention of a true in-house growth team..
How does your performance based pricing work?
Our pricing is 100% performance-based. You cover the ad spend, and we only get paid for the qualified opportunities that we generate for you. No retainers. No wasted spend. Just aligned incentives.
How do you ensure that leads are qualified?
Built to Attract Only Qualified Opportunities
Your time is valuable, so your funnel is built to filter out the tire-kickers.
We use multiple proven mechanisms across your ad system and funnel to ensure only serious, high-quality leads make it through to your calendar.
Each lead we send over is exclusive to your firm and qualified on revenue and intent.
This means your system isn’t just optimized for volume, it’s dialed in for quality, so you spend your time speaking with leads who are ready to buy.
How much time and effort will this take me?
Very little. We handle all the heavy lifting, from strategy and funnel buildout to targeting, ad management, and lead qualification.
All we need from you is about 2 hours during onboarding so we can tailor everything to your business.
After that? The system runs almost entirely hands-off. Your only job is to show up to pre-qualified appointments and close the deal.
Do you offer trials?
Yes, all of our clients begin with an initial trial period. We do this for two reasons:
1) To ensure your firm is the right fit for our process and has the capacity to scale and close transactions. We only partner with firms that are ready to aggressively grow.
2) To give you meaningful at-bats with the opportunities we source so you can feel confident in both your sales ability and your capacity to close deals.
How long until I see results?
Most partners begin seeing qualified sales meetings within the first 7-14 days after launch.
We move fast - from building your system to launching campaigns, so you can start filling your calendar quickly, while also setting up the foundation for long-term growth.
How do you source deals?
We’ve tested every channel to scale deal flow: cold email, LinkedIn, cold calls, and ads.
Historically, we relied on cold outreach, but everything changed when we tested ads, and the results blew every other method out of the water.
In 2025, ads have consistently outperformed every other channel we’ve tracked, for a few key reasons:
Most qualified leads – ads allow us to target owners who match your exact criteria, where your competitors are not
Highest volume of opportunities – scalable reach that far exceeds manual outreach
Stronger intent – owners who respond to ads are actively considering your service.
Warmer, more engaged leads – conversations start with context, not from a cold pitch.
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