Leon Capital Group Sales Trigger: Family Office Advisory Launch

🚀 Battle Card: Leon Capital Group

• Travis Pittman, Managing Partner, Strategic Investments · 🔗 [LinkedIn](https://www.linkedin.com/company/leon-capital-group/)

• This Leon Capital Group sales trigger highlights demand for bespoke, data-driven advisory for family offices. → Source

• Underserved family offices lack tailored, data-driven investment advisory.

• Private equity sponsors need patient, flexible capital partnerships to drive value.

• Primary: Family Office Advisory Platform → differentiated service & client retention

• Expansion: Private Capital Solutions → accelerated deal flow & partner alignment

• HQ: Dallas, TX

• Employees: ≈ 150

• Rev: ≈ $300 M

• Website: [leoncapitalgroup.com](https://www.leoncapitalgroup.com/)

🤼 Competitive Intel

• [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

Next Step

🧠 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❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
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

────────────────────────
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?