JSU / Casework

Eighteen engagements. Zero names.

Names withheld by design; clients in these markets pay for discretion as much as results. The public records (the $120M origination, the 60-day case, the institutional credit work) carry receipts on the founder page. Everything here is sized exactly as it happened.

$0M
transaction originated · industrial M&A
0 days
to match two years of e-commerce sales
$0M+
client new business since 2009
Capital
DIRECT LENDING

The lender's mandate engine

A direct lender hunting quality mandates, not volume. Signal-driven origination matched the credit box to companies entering a capital need: growth, acquisition, refinancing windows.

Qualified borrower mandates on cadence, replacing broker-blast dealflow
INVESTMENT BANKING

The investment bank's coverage edge

A mid-market investment bank tired of bake-offs. Ownership-behavior and succession signals fed sector coverage so bankers called founders quarters before processes formed.

Engagement letters from proactive coverage, not auctions
PRIVATE EQUITY

The PE group's proprietary flow

A lower-mid-market private equity group wanting deals nobody else saw. AI.DA screening on succession, capacity, and ownership signals turned a thesis into founder conversations.

Off-market LOIs signed outside banker-run processes
PRIVATE CREDIT

The private credit fund's off-market book

A private credit fund whose best deals never reached an auction. AI.DA-driven sourcing read borrower behavior, ownership signals, and capital-need windows to surface lending opportunities before they became processes.

Off-market transactions sourced and closed outside competitive channels
The operating floor
MSSP

The MSSP that stopped chasing

A managed security provider, founder stuck in delivery. Signal map (breach news, IT departures, insurance renewals) plus a follow-up engine.

First response under 2 hours · booked first-calls up ~40% in a quarter
SAAS

The SaaS demo leak

A B2B SaaS company losing demo requests overnight. Same-morning response system and profile-aimed follow-up.

Demo-to-held up a third · two added closes a month at ~$30K ACV
PAYMENTS

The payments portfolio

A payments company fighting merchant churn and slow onboarding replies. Trigger-led outreach (outages, new locations, POS migrations) with statement-math openers.

Merchant response roughly doubled · onboarding pipeline up ~25%
DISTRIBUTION

The distributor's three buyers

A wholesale distributor with one pitch for every account. Profiled the loyalty, price, and availability buyer; three first sentences instead of one.

Dozens of dormant accounts reactivated in 90 days
COMMERCIAL HVAC

The HVAC season

A commercial HVAC contractor missing replacement decisions to faster phones. Territory watch on building sales, permits, and equipment age; response inside the 4-hour window.

Replacement wins up ~30% season over season
REMODELING

The remodeler's referral ceiling

A design-build remodeler fully dependent on word of mouth. Permit, home-sale, and insurance-event signals plus same-day response.

First non-referral pipeline in firm history · ~2 added projects a quarter
MANUFACTURING

The manufacturer's second-source window

A specialty equipment manufacturer. Supplier-failure and dual-sourcing signals, quotes that never cooled.

Two trial orders from competitors' stumbles in six months
ROLL-UP

The roll-up's one revenue language

A multi-entity platform mid-amalgamation. Predictive pipeline analytics across entities; one scoreboard for the board.

Forecast variance cut sharply · cross-sell surfaced between sister companies
FAMILY OFFICE

The family office thesis engine

A single family office wanting origination beyond its network. Screening and outreach that turns a thesis into met founders.

Qualified founder conversations on cadence, replacing ad-hoc referrals
CRE BROKERAGE

CRE before the listing

An industrial CRE brokerage: the work that became Territory Signal. Lease expiries, permits, and ownership behavior fused into the weekly call list.

Brokers reaching sellers pre-listing, not bidding on public mandates
The receipt
THE RECEIPT

The 2012 receipt

The era that built the method: pioneering paid social before the market believed in it.

Among Canada's top Meta advertisers 2012 · featured by Hootsuite & AdEspresso

The engines behind the work

Each engagement runs on an industry engine: logistics, manufacturing, staffing, distribution. The method traces to the founder.