--- title: "Case Studies | Stone Haven Capital Group" description: "Real engagements, real results. Browse Stone Haven Capital Group" canonical: "https://stonehaven.capital/case-studies" last-updated: "2026-08-22" --- # Case Studies | Stone Haven Capital Group > Real engagements, real results. Browse Stone Haven Capital Group Stone Haven Capital Group Schedule a Call Client wins ## Our customer stories Real outbound campaigns, real pipeline. How Stone Haven builds isolated infrastructure and books meetings with enterprise decision-makers - broken down by the numbers. Event Management Company. [$900K+](https://stonehaven.capital/showcase/events-partnerships/)[Case study](https://stonehaven.capital/showcase/events-partnerships/) ### [Event Management Company.](https://stonehaven.capital/showcase/events-partnerships/) [United States ยท 3 months](https://stonehaven.capital/showcase/events-partnerships/) [Events](https://stonehaven.capital/showcase/events-partnerships/) [An event business with no outbound function booked 54 partnership meetings in three months. Six signed and paid $90,000, and $810,000 is still open across 49 live conversations. Here is the full build, including what went wrong.](https://stonehaven.capital/showcase/events-partnerships/) [Read More](https://stonehaven.capital/showcase/events-partnerships/) AI Implementation Consultancy. [$4,320,000](https://stonehaven.capital/showcase/ai-implementation-consultancy/)[Case study](https://stonehaven.capital/showcase/ai-implementation-consultancy/) ### [AI Implementation Consultancy.](https://stonehaven.capital/showcase/ai-implementation-consultancy/) [24 signed engagements at an average of $180,000 each. Six months. An AI implementation consultancy. No new partners, no conference booth, no waiting for a model vendor to pass along a name.](https://stonehaven.capital/showcase/ai-implementation-consultancy/) [Read More](https://stonehaven.capital/showcase/ai-implementation-consultancy/) Aerospace & Defense Tier-One Supplier. [$31M](https://stonehaven.capital/showcase/aerospace-defense-tier-one-supplier/)[Case study](https://stonehaven.capital/showcase/aerospace-defense-tier-one-supplier/) ### [Aerospace & Defense Tier-One Supplier.](https://stonehaven.capital/showcase/aerospace-defense-tier-one-supplier/) [42 qualified OEM and program-office opportunities, reached before the RFP existed. Six months. A tier-one aerospace and defense supplier. No new business development hires, no trade show budget, no waiting for a program office to find them.](https://stonehaven.capital/showcase/aerospace-defense-tier-one-supplier/) [Read More](https://stonehaven.capital/showcase/aerospace-defense-tier-one-supplier/) Boutique Capital Advisory Firm. [$39.4M](https://stonehaven.capital/showcase/boutique-capital-advisory-firm/)[Case study](https://stonehaven.capital/showcase/boutique-capital-advisory-firm/) ### [Boutique Capital Advisory Firm.](https://stonehaven.capital/showcase/boutique-capital-advisory-firm/) [98 booked opportunities with founders and operators raising capital. Fifteen months. A North American capital advisory firm. No new hires, no conference circuit, no waiting for the right introduction to appear.](https://stonehaven.capital/showcase/boutique-capital-advisory-firm/) [Read More](https://stonehaven.capital/showcase/boutique-capital-advisory-firm/) Clinical Research Site Network. [$3,713,760](https://stonehaven.capital/showcase/clinical-research-site-network/)[Case study](https://stonehaven.capital/showcase/clinical-research-site-network/) ### [Clinical Research Site Network.](https://stonehaven.capital/showcase/clinical-research-site-network/) [An average of $309,480 per study, from a standing start of $1,375,467. Eight months. A network of owned and affiliated trial sites in North America. No new business development hires, no conference booth, no waiting for a CRO to remember the network existed.](https://stonehaven.capital/showcase/clinical-research-site-network/) [Read More](https://stonehaven.capital/showcase/clinical-research-site-network/) Commercial Solar & Storage EPC. [$7,650,000](https://stonehaven.capital/showcase/commercial-solar-storage-epc/)[Case study](https://stonehaven.capital/showcase/commercial-solar-storage-epc/) ### [Commercial Solar & Storage EPC.](https://stonehaven.capital/showcase/commercial-solar-storage-epc/) [Nine projects, an average of $850,000 each. Nine months. A commercial solar and battery storage EPC. No new sales hires, no dealer network, no waiting for a facilities director to run a procurement.](https://stonehaven.capital/showcase/commercial-solar-storage-epc/) [Read More](https://stonehaven.capital/showcase/commercial-solar-storage-epc/) Compliance Automation Platform. [$4,401,390](https://stonehaven.capital/showcase/compliance-automation-platform/)[Case study](https://stonehaven.capital/showcase/compliance-automation-platform/) ### [Compliance Automation Platform.](https://stonehaven.capital/showcase/compliance-automation-platform/) [An average of $41,918 a year per account, off a programme built around one fact: nobody buys compliance software until a date on a calendar makes them.](https://stonehaven.capital/showcase/compliance-automation-platform/) [Read More](https://stonehaven.capital/showcase/compliance-automation-platform/) Corporate Travel Management. [$2,108,280](https://stonehaven.capital/showcase/corporate-travel-management/)[Case study](https://stonehaven.capital/showcase/corporate-travel-management/) ### [Corporate Travel Management.](https://stonehaven.capital/showcase/corporate-travel-management/) [An average of $87,845 a programme, in a market where most of the people we wrote to were legally unable to buy on the day we wrote to them.](https://stonehaven.capital/showcase/corporate-travel-management/) [Read More](https://stonehaven.capital/showcase/corporate-travel-management/) Data Center Commissioning. [$8,309,795](https://stonehaven.capital/showcase/data-center-commissioning/)[Case study](https://stonehaven.capital/showcase/data-center-commissioning/) ### [Data Center Commissioning.](https://stonehaven.capital/showcase/data-center-commissioning/) [13 programmes at an average of $639,215 each. Nine months. A data center commissioning and critical facilities firm. No new business development hires, no trade association circuit, no waiting for a general contractor to already have the name on a bid list.](https://stonehaven.capital/showcase/data-center-commissioning/) [Read More](https://stonehaven.capital/showcase/data-center-commissioning/) Defense Technology Supplier. [$38M](https://stonehaven.capital/showcase/defense-technology-supplier/)[Case study](https://stonehaven.capital/showcase/defense-technology-supplier/) ### [Defense Technology Supplier.](https://stonehaven.capital/showcase/defense-technology-supplier/) [85 qualified program and prime-contractor opportunities, on infrastructure that never touched the corporate domain. Six months. A mid-sized US defense technology supplier. No new capture hires, no conference circuit, no waiting for a program office to already know the name.](https://stonehaven.capital/showcase/defense-technology-supplier/) [Read More](https://stonehaven.capital/showcase/defense-technology-supplier/) Employee Benefits Brokerage. [$6,778,510](https://stonehaven.capital/showcase/employee-benefits-brokerage/)[Case study](https://stonehaven.capital/showcase/employee-benefits-brokerage/) ### [Employee Benefits Brokerage.](https://stonehaven.capital/showcase/employee-benefits-brokerage/) [59 employers moved their plans across, at an average of $114,890 a year each, in a market that opens twice and closes again. Eight months. A benefits brokerage selling plan design and placement on commission, going directly at the incumbent broker at renewal. No new producers, no association circuit, no waiting for an HR director to find them. The programme is built entirely around a calendar the brokerage does not control.](https://stonehaven.capital/showcase/employee-benefits-brokerage/) [Read More](https://stonehaven.capital/showcase/employee-benefits-brokerage/) Enterprise Cybersecurity Vendor. [$32M](https://stonehaven.capital/showcase/enterprise-cybersecurity-vendor/)[Case study](https://stonehaven.capital/showcase/enterprise-cybersecurity-vendor/) ### [Enterprise Cybersecurity Vendor.](https://stonehaven.capital/showcase/enterprise-cybersecurity-vendor/) [180 qualified opportunities, $32M of pipeline and $9.6M closed. Twelve months. A cybersecurity vendor selling into the enterprise. No new sales hires, no conference sponsorships, no waiting on a channel partner to make the introduction.](https://stonehaven.capital/showcase/enterprise-cybersecurity-vendor/) [Read More](https://stonehaven.capital/showcase/enterprise-cybersecurity-vendor/) Executive Search Firm. [$1,089,760](https://stonehaven.capital/showcase/executive-search-firm/)[Case study](https://stonehaven.capital/showcase/executive-search-firm/) ### [Executive Search Firm.](https://stonehaven.capital/showcase/executive-search-firm/) [An average fee of $77,840. Six months. A functional executive search firm placing supply chain and operations leadership. No new recruiters, no job board spend, no waiting for a past client to call with the next requisition.](https://stonehaven.capital/showcase/executive-search-firm/) [Read More](https://stonehaven.capital/showcase/executive-search-firm/) Fractional CFO & Outsourced Accounting. [$3,452,880](https://stonehaven.capital/showcase/fractional-cfo-outsourced-accounting/)[Case study](https://stonehaven.capital/showcase/fractional-cfo-outsourced-accounting/) ### [Fractional CFO & Outsourced Accounting.](https://stonehaven.capital/showcase/fractional-cfo-outsourced-accounting/) [An average retainer of $71,935 a year, off 628 interested founders and a reply rate we are going to print rather than explain away.](https://stonehaven.capital/showcase/fractional-cfo-outsourced-accounting/) [Read More](https://stonehaven.capital/showcase/fractional-cfo-outsourced-accounting/) Freight Brokerage & 3PL. [$5,573,986](https://stonehaven.capital/showcase/freight-brokerage-3pl/)[Case study](https://stonehaven.capital/showcase/freight-brokerage-3pl/) ### [Freight Brokerage & 3PL.](https://stonehaven.capital/showcase/freight-brokerage-3pl/) [31 shipper accounts signed at an average of $179,806 in annual gross margin, won off the incumbent broker rather than off an empty desk.](https://stonehaven.capital/showcase/freight-brokerage-3pl/) [Read More](https://stonehaven.capital/showcase/freight-brokerage-3pl/) Managed IT Services Provider. [$7,179,450](https://stonehaven.capital/showcase/managed-it-services-provider/)[Case study](https://stonehaven.capital/showcase/managed-it-services-provider/) ### [Managed IT Services Provider.](https://stonehaven.capital/showcase/managed-it-services-provider/) [150 businesses signed at an average of $47,863, off a generic offer sent to essentially every company in North America the right size to buy it.](https://stonehaven.capital/showcase/managed-it-services-provider/) [Read More](https://stonehaven.capital/showcase/managed-it-services-provider/) Medical Billing & RCM. [$3,190,000](https://stonehaven.capital/showcase/medical-billing-rcm/)[Case study](https://stonehaven.capital/showcase/medical-billing-rcm/) ### [Medical Billing & RCM.](https://stonehaven.capital/showcase/medical-billing-rcm/) [22 multi-site specialty groups signed, at an average of $145,000 a year each. Six months. A medical billing and revenue cycle firm. No conference booths, no association sponsorships, no waiting on referrals from the practices they already served.](https://stonehaven.capital/showcase/medical-billing-rcm/) [Read More](https://stonehaven.capital/showcase/medical-billing-rcm/) Mid-Market B2B SaaS Cold Outbound. [$1,000,000](https://stonehaven.capital/showcase/mid-market-b2b-saas-cold-outbound/)[Case study](https://stonehaven.capital/showcase/mid-market-b2b-saas-cold-outbound/) ### [Mid-Market B2B SaaS Cold Outbound.](https://stonehaven.capital/showcase/mid-market-b2b-saas-cold-outbound/) [42 became paying customers worth more than $1,000,000 in new ARR. Six months. Cold outbound only. No ads, no events, no waiting for inbound to pick up.](https://stonehaven.capital/showcase/mid-market-b2b-saas-cold-outbound/) [Read More](https://stonehaven.capital/showcase/mid-market-b2b-saas-cold-outbound/) Precision Agriculture SaaS Platform. [$113M](https://stonehaven.capital/showcase/precision-agriculture-saas-platform/)[Case study](https://stonehaven.capital/showcase/precision-agriculture-saas-platform/) ### [Precision Agriculture SaaS Platform.](https://stonehaven.capital/showcase/precision-agriculture-saas-platform/) [$113M of opportunity pipeline behind them, and $35.9M of signed contract value. Ninety days. A precision agriculture SaaS platform. No new sales hires, no trade show circuit, no waiting for a distributor to make an introduction.](https://stonehaven.capital/showcase/precision-agriculture-saas-platform/) [Read More](https://stonehaven.capital/showcase/precision-agriculture-saas-platform/) Warehouse Automation Integrator. [$8,381,800](https://stonehaven.capital/showcase/warehouse-automation-integrator/)[Case study](https://stonehaven.capital/showcase/warehouse-automation-integrator/) ### [Warehouse Automation Integrator.](https://stonehaven.capital/showcase/warehouse-automation-integrator/) [An average of $1,197,400 per facility. Ten months. A goods-to-person robotics and warehouse software integrator. No new sales hires, no systems-integrator channel, no waiting for a distribution centre director to publish a tender.](https://stonehaven.capital/showcase/warehouse-automation-integrator/) [Read More](https://stonehaven.capital/showcase/warehouse-automation-integrator/)