Case Studies

How searchers and sponsors have worked with Caprae

$110M+
Total Deals Closed (2026 YTD)
$50M+
Sourced & DD'd (2025)
10-20
Engagements/Month
$50K+
Annual Tech Savings
Steve Schepman
Gondor Capital
Steve Schepman

A $20M+ first acquisition within six months

The engagement

One of Caprae's first three clients. End-to-end support: branding, marketing, website ideation, lead generation, cold calling, email campaigns, and outbound strategy.

The outcome

Gondor closed its first acquisition, a $20M+ deal, within six months. The transaction led to a partnership with a family office and an expanded sponsorship model.

"Caprae saved us a significant amount of time and money and played a critical role in helping us break into the private equity space."
Jeff Blacklock
Valwell Technologies
Jeff Blacklock

Two advanced meetings in Houston within two months

The engagement

Lead generation and founder outreach, with strategic guidance on how to approach founders and structure the conversations.

The outcome

Two advanced meetings in Houston within two months of launch. The early traction led Valwell to expand the engagement to sales and marketing for its core team.

"It's rare to find a partner that delivers both execution and judgment at this level."
Kellogg School of Management
Traditional Searcher
Kellogg School of Management

10-20 engagements a month, then diligence under LOI

The engagement

Sustained sourcing and outreach over several months. Once a deal moved under LOI, diligence support on NDR, churn, customer concentration, and other areas.

The outcome

A consistent 10-20 engagements a month and a large volume of qualified leads, saving significant time and money, and more confidence progressing toward close.

"Kevin also brings a candid, experience-driven perspective on the search process that I found valuable."
UC Berkeley
Traditional Searcher
Top 10 MBA Graduate, UC Berkeley

Reaching owners who rarely respond to email

The engagement

A cold calling program to reach business owners directly, then Caprae's team working as an extension of the searcher's own in due diligence once the deal moved into LOI.

The outcome

A consistent 10-20 engagements a month with owners the searcher wouldn't have reached otherwise.

"What really stood out was the diligence horsepower: the Caprae team brought a level of thoroughness and perspective that proved invaluable throughout the journey."

Want results like these? Get in touch to see how Caprae can improve your deal flow.

Client Testimonials

Jeff Blacklock
Jeff Blacklock
Valwell Technologies
"Within two months of launching the program, Caprae had already secured two advanced meetings in Houston and opened doors I didn't think were reachable this early. Their experience showed up not only in the quality of the leads but in the strategic guidance around how to approach founders and structure the conversations. I was so impressed with the early traction that I actually expanded the scope of our project to include sales and marketing for our core team. It's rare to find a partner that delivers both execution and judgment at this level."
Steve Schepman
Steve Schepman
Gondor Capital
"We were one of Caprae's first three customers, and the team supported us end-to-end - branding, marketing, website ideation, lead generation, cold calling, email campaigns, and outbound strategy. Within six months, we closed our first acquisition, a $20M+ deal. That transaction naturally led to a partnership with a family office and allowed us to expand our sponsorship model. Caprae saved us a significant amount of time and money and played a critical role in helping us break into the private equity space."
Kellogg School of Management
Traditional Searcher
Kellogg School of Management
"Over several months, Kevin and his team consistently generated 10-20 Engagements/Month and a large volume of qualified leads, saving me significant time and money. Once a deal moved under LOI, Caprae supported diligence around NDR, churn, customer concentration, and other areas, which increased my confidence in progressing toward close. Kevin also brings a candid, experience-driven perspective on the search process that I found valuable."
UC Berkeley
Traditional Searcher
Top 10 MBA Graduate, UC Berkeley
"Once the system was in place, we consistently secured 10-20 Engagements/Month with owners we wouldn't have reached otherwise. Their cold call team is a standout - reliably connecting with business owners who rarely respond to email outreach. When we moved into LOI, Caprae's team became an extension of ours in due diligence. What really stood out was the diligence horsepower: the Caprae team brought a level of thoroughness and perspective that proved invaluable throughout the journey."

Interested in how you can become a Caprae success story? Get in touch to see how Caprae can improve your deal flow.