About the Client
A niche financial advisory company based in the U.S. specializes in guiding dental professionals through practice transitions, mergers, and acquisitions—particularly involving DSOs (Dental Service Organizations) and private equity-backed buyers. With a compact team (under 50 employees) and revenue approaching $1 million annually, the firm is known for offering highly personalized consulting services that combine financial acumen with deep domain expertise in dentistry.
To expand its advisory pipeline, the client sought a precise outreach strategy aimed at connecting with orthodontists and oral surgeons actively considering growth, exit, or partnership opportunities across 13 strategic states in the Northeastern corridor.
The Challenge
The client had a clear vision: identify and connect with dental specialists in target regions who matched their ideal client profile. However, they lacked a clean, verified database that met three non-negotiable conditions:
- Specialization: Orthodontists and Oral Surgeons only
- Geography: VA, MD, WV, OH, PA, NJ, NY, CT, RI, MA, NH, VT, ME
- Verified Email Reachability: For digital outreach campaigns
Given the sensitivity and value of their offerings, accuracy and relevance of contact data were critical. They needed a partner who could deliver not just quantity, but qualified, compliant, and ready-to-engage contacts.
The LakeB2B Solution
LakeB2B partnered with the client to deliver a custom-built data acquisition project focused on:
- 2,561 high-quality contacts of orthodontists and oral surgeons
- Complete with verified email IDs and geographic segmentation
- Delivered in Excel format for seamless integration
- Transmitted via FTPS-safe delivery to ensure data integrity and compliance
The list was curated using LakeB2B’s proprietary filtering systems and verification layers, ensuring every record aligned with the client’s campaign criteria
Campaign Execution
Armed with this curated data, the client rolled out a six-month multichannel outreach campaign, combining:
- Email Marketing: Tailored drip sequences to initiate conversations and showcase value propositions.
- LinkedIn Outreach: Direct connection requests and messaging for soft-touch relationship building and brand awareness.
The contact list was instrumental in enabling the advisory firm to engage relevant prospects at scale, without diluting messaging quality or wasting efforts on generic audiences
Results & Impact
While performance metrics remain confidential, the client acknowledged significant operational ease and targeting precision due to the data provided. The quality of records ensured higher deliverability and positive early engagement—critical in building long-term advisory conversations in the financial services sector.
Client Testimonial
“LakeB2B has been a reliable partner for us. Their communication is quick and efficient, and they’re always flexible in meeting our needs. They make sure we get exactly what we’re looking for, which makes the process much easier.” – Jack
