I am very late in responding to this. ^redacted‌ thanks for the tag. I think it’s very difficult to have a blanket script that works for the whole outreach campaign. I am working with a couple of other partners and we have a few sample letters that we tailor for each outreach either on LinkedIn or email. I’m happy to share that if somebody wants to DM me. Regarding the proprietary search, we have looked at a number of databases, but have found Dunn and Bradstreet and the full access Data Axle to be the most useful. Both platforms are fairly affordable to get full access or in many cases they are available through university libraries, or even your local library consortium. we are working with an MBA intern at BU, who has helped us pull together searches by SIC code in several different industry groups. Happy to discuss.

Hi Jordan, we're working with Search Funds to automate proprietary outreach (typically with 35% reply rate) and have a lot of analytics on what works well/doesn't across various sequences in different industries. Obviously, personalisation is the most important. We've noticed when personalising, focusing in detail on the individual achievements of the seller makes them most likely to respond, also using less 'I' and more 'you'/'we'. Direct questions about their succession plans had a high reply rate. A simple/direct call to action which gives a brief intro of yourself works well too, but wait until the very end. If it's interesting, happy to talk about more things we discovered and show some sample emails.