Leon Capital Group Sales Trigger: Family Office Advisory Launch
Travis Pittman just launched Leon Capital Group’s Family Office & Private Capital Advisory. Use this trigger to pitch data-driven advisory, fill your pipeline & close deals fast.
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🚀 Battle Card: Leon Capital Group
Quick trigger:
👤 Decision Maker in the News
- Travis Pittman, Managing Partner, Strategic Investments · 🔗 [LinkedIn](https://www.linkedin.com/company/leon-capital-group/)
💡 Why It Matters
- This Leon Capital Group sales trigger highlights demand for bespoke, data-driven advisory for family offices. → Source
🎯 Core Pain Point
- Underserved family offices lack tailored, data-driven investment advisory.
- Private equity sponsors need patient, flexible capital partnerships to drive value.
💰 What to Pitch
- Primary: Family Office Advisory Platform → differentiated service & client retention
- Expansion: Private Capital Solutions → accelerated deal flow & partner alignment
🗺️ Quick Context
- HQ: Dallas, TX
- Employees: ≈ 150
- Rev: ≈ $300 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Leon Capital Group’s business after this Leon Capital Group sales trigger.*
- [Goldman Sachs](https://www.goldmansachs.com) — Family Office Advisory / Wealth Management
- Unique edge: Global private wealth network
- Evaluated by Managing Partner for scale & reputation
- [UBS](https://www.ubs.com) — Family Office Advisory / Private Banking
- Unique edge: Integrated banking & advisory
- Evaluated by VP Finance for holistic services
- [Credit Suisse](https://www.credit-suisse.com) — Private Capital Advisory
- Unique edge: Deep UHNW client base
- Evaluated by Strategic Investments team for domain expertise
- [JPMorgan Private Bank](https://www.jpmorgan.com) — Wealth Management / Capital Markets
- Unique edge: Broad product suite & capital access
- Evaluated by Investment Leaders for seamless execution
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Mention the Leon Capital Group sales trigger to open conversations
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Harness this Leon Capital Group sales trigger daily—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
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📌 TARGET COMPANY
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NAME = Travis
COMPANY = Leon Capital Group
DEPT = Strategic Investments
SIZE = ≈ 10
BOTTLENECK = bespoke advisory capacity
EVENT = Appointment of Travis Pittman
DETAIL = launching Family Office and Private Capital Advisory Services
PAIN = family offices lack tailored, data-driven investment advisory
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001884599&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ 20
EMP_EST = ≈ 150
REV_EST = ≈ $300M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 10-person Strategic Investments
Travis—noticed your Strategic Investments team is ≈ 10.
That’s when bespoke advisory capacity slows growth.
We helped ≈ TBD fix this with ❑<1-line value>❑.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ 20.
DM ≤45 words, TONE:
Saw your post about launching Family Office and Private Capital Advisory Services — family offices lack tailored, data-driven investment advisory.
❑<1-line value>❑. ❑<metric>❑.
Quick chat?