Wealth management
Regent Peak Wealth Advisors
6 qualified introductions in the first 45 days
Introductions to individuals matching the firm’s existing client profile, with a focus on wealth complexity and decision authority.
For specialist service providers
Stop pitching companies that aren’t buying.
We find organizations with a dated, public reason to need what you sell. We confirm the need with them directly. Then we introduce you, on one email thread, with the context already in it.
Looking for a provider instead? Send us your requirement →
Introduction briefSample · fictional
Food producer seeking a testing laboratory
- Requirement
- Shelf-life and microbiological testing for a new chilled product line.
- Timing
- Needed ahead of a planned launch in eight weeks.
- Confirmed
- The quality lead described the scope and target window by phone.
- Your fit
- Food-testing capability with capacity in that window.
Ready to talk. The quality lead has agreed to speak with a suitable lab. You both receive this brief on one thread.
Most outreach reaches people with no reason to reply.
Cold lists are built on who a company is. Buying decisions come from what just happened to it: a citation to fix, an acquisition to integrate, a product launch that needs testing.
Those events leave a public record. We read it, find the companies with a live requirement in your field, and talk to them before you ever do.
How it works
From a public signal to a conversation you can take forward.
Before any research starts, we agree in writing which services, buyers and situations you want us to pursue.
- 1
We find the signal
We monitor dated public records (filings, awards, permits, citations, postings) for organizations showing a current requirement in your field.
- 2
We confirm the need
We speak with the organization directly to establish what they need, when, and whether it matches the brief we agreed with you.
- 3
We introduce you
When the buyer agrees to talk, you both receive one email thread with the confirmed requirement and timing. You take it from there.
Every introduction meets four tests.
- A current need, confirmed in conversation
- A clear target timeframe
- A match to your written brief
- A buyer who has agreed to speak with you
The introduction, explained
Having trouble playing? Open the video directly.
How a public signal becomes a confirmed introduction, in 65 seconds.See what it costs →
What it costs
Clear fees, agreed before we start.
Everything you pay is set out in a written proposal before work begins. In some markets the buyer pays a fee too, and both sides are told before any introduction is made.
Step 1 · To start
Introduction engagement
A one-time fee for a set number of qualified introductions against your brief. You see the method work in your market before committing to more.
- Brief agreed in writing first
- Introduction count fixed up front
- Off-brief introductions replaced
Step 2 · If it works
Ongoing sourcing
A monthly retainer for continuous research, qualification calls and introductions as new signals appear in your market.
- Regular reporting on what we found
- Brief refined as you learn what converts
- Term and cancellation in your proposal
Client Case Studies
The method, proven.
Documented results from client engagements
17
documented client results across 15 industries
24+
introductions routed and documented
+$105K
revenue added for one client in a single quarter
Three of those engagements
Video production
Lasting Blueprint Productions
4 qualified introductions in 78 days
Upcoming events, conferences, and training activity helped identify Central Florida organizations with a current reason to need video.
K–12 network infrastructure
DGR Systems
1 direct introduction on a confirmed purchasing opportunity
A direct introduction to the School District of Manatee County after confirming its network infrastructure purchase was still open.
Results delivered by myoProcess for its clients and shared with permission. Lockridge Sourcing did not deliver these engagements. Figures are reported by myoProcess; individual results vary.
Go inside the results
Read the full case studies.
The client’s need. The work behind the introduction. The outcome.
View the case studies ↗ (PDF, opens in a new tab)7-page PDF · No signup required
Where we work
Four sectors. Specific buying triggers in each.
Don’t see your market? Send a brief anyway. We assess every search on the expertise it needs.
Financial servicesPrivate equity and wealth management: due diligence, operational support, technology, transitions.Triggers: acquisitions · systems changes · operational projects → Food & life sciencesFood safety testing, production support and regulatory expertise.Triggers: product launches · FDA inspections · testing needs → Industrial & facilitiesSafety, engineering, environmental, logistics and facility services.Triggers: OSHA citations · facility upgrades · capacity changes → Technology & business servicesCybersecurity, managed IT, accounting and finance systems.Triggers: system migrations · security reviews · audit prep →
Who you’ll work with
Nick Weaver
Founder & Managing Director
Nick works directly with every client to define the brief, and reviews every introduction before it goes out. If it doesn’t meet the four tests, it doesn’t get sent.
Before we start
Expectations, in writing.
What exactly is a “qualified” introduction?
One that meets the four tests: a current need confirmed in conversation, a clear timeframe, a match to your written brief, and a buyer who has agreed to speak with you. It is an opportunity to win work, not a signed contract or a verified budget.
What if an introduction misses the brief?
We check it against the written brief. If it falls outside, we replace it.
Is there a minimum commitment?
The introduction engagement is a fixed scope. The retainer’s term, renewal and cancellation are set out in your proposal before you agree to anything.
Who pays for an introduction?
You pay for sourcing. In some markets the buyer is also charged a fee. Either way, any fee is set out in writing and disclosed to both sides before an introduction is made.
Are introductions exclusive?
Only if we agree it in your brief. Either way, we tell you how an opportunity will be handled before we make the introduction.
What happens after the introduction?
You and the buyer share one email thread with the requirement, timing and context. You run the commercial conversation directly. Both sides know who is paying us and for what.
Start a brief
Who would you like to do business with?
- 1Tell us what you provide and who you want to reach.
- 2We reply by email, usually within one business day.
- 3If there’s a fit, we schedule a call to write the brief.
Prefer email? contact@lockridgesourcing.com
Looking for a provider? Tell us your requirement and timeframe. If a fee applies on your side, we’ll tell you before any introduction, and there’s no obligation to hire anyone we introduce.
Send a requirement →