Relationships built.
Business developed.

Five engagements across aviation, M&A advisory, commercial lending and property management. The starting point, the work and the results.

Explore the case studies

Selected engagements

Aviation Consulting

Mac Air USA

The situation

25-year aviation consultancy serving utility operators and corporate flight departments. Pipeline was entirely referral-dependent, with no systematic way to identify aircraft owners or reach enterprise accounts at scale.

Parkmont’s approach

Mapped all FAA aircraft registration data to build a complete target list. Deployed private infrastructure to reach utility companies and industrial operators whose fleet managers are inaccessible through standard channels.

Operators identified from FAA data
1,100+
Qualified introductions delivered
18
Advisory engagements signed
4

M&A Advisory

Corporate Finance Associates Worldwide

The situation

34-office international investment bank. A team of 4 MDs focused on aerospace & defense M&A was plateaued at 3 sell-side mandates per quarter. Strong execution, but no systematic way to surface owners before competing advisors were already in the conversation.

Parkmont’s approach

Embedded as the dedicated origination function for the A&D team. Built a targeted universe of defense company owners approaching exit and reached them early, before the decision to sell was fully formed and before competitors arrived.

Mandates per quarter (up from 3)
8
Increase in quarterly mandate flow
+167%
Time to result
6 mo.

Commercial Finance

Rapid Finance

The situation

Established business lender with $3B+ funded across SBA loans, MCA, invoice factoring, and more. Pipeline was entirely dependent on Google PPC and shared leads bought from broker networks. Every lead purchased was simultaneously sold to competing lenders.

Parkmont’s approach

Built a direct-to-borrower origination channel that bypassed the broker marketplace entirely. Targeted businesses matching their borrower profile through proprietary outreach, delivering exclusive leads with no competing lenders on the same introduction.

New borrower leads per month
500-1K
Exclusive, not shared with competing lenders
100%
Proprietary direct channel in company history
1st

Commercial Finance

Harvest SBF

The situation

Non-bank SBA lender with $3B+ funded since 2016. A team of loan officers covering commercial real estate had no systematic direct origination. New borrower relationships came through referrals and inbound only.

Parkmont’s approach

Built a dedicated origination program for the LO team, identifying and reaching business owners with active CRE financing needs before they engaged a competing lender. Delivered qualified borrower introductions on a consistent monthly cadence.

Funded loans per month
6-8
Per transaction
$500K-$2M
Monthly volume attributed to Parkmont
$8M+

Real Estate

Primus Multifamily

The situation

Southeast multifamily investment and management firm with two parallel growth objectives: building their property management portfolio and raising LP capital from family offices for their real estate fund. Neither had a systematic origination program behind it.

Parkmont’s approach

Ran two simultaneous programs. For LP capital: identified and engaged family offices and allocators with appetite for Southeast multifamily real estate exposure. For management growth: reached multifamily owners in target markets evaluating third-party management.

Family offices and allocators contacted for LP outreach
200+
Qualified LP introductions delivered
12
New management contracts sourced
4

Results reflect individual engagements. Outcomes vary by business, market and scope.

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