I was approached by a boutique M&A firm struggling with a lacklustre brand image and a shortage of quality leads. The firm had clear objectives to establish a cohesive digital presence that would elevate their brand and attract high-quality prospects. With this in mind, I began creating a marketing strategy that would help them achieve the future growth that they needed.

Crafting a Tailored Marketing Plan

Working closely with the firm’s partners, I developed a comprehensive marketing strategy that focused on two key objectives: creating a tailored marketing plan and recruiting a skilled internal resource to execute it under expert guidance

A Rebranding Transformation

As we delved into the strategy, it became clear that the firm’s brand was outdated and no longer resonated with their target audience. A rebrand was essential. I collaborated with a trusted design agency to oversee the entire process, ensuring alignment with the firm’s goals. The result? A refreshed brand identity, a modernised website, dynamic pitch decks, and consistent marketing materials that brought the firm’s image into the modern era.

Our efforts paid off quickly—thanks to our strategic SEO work, the firm won a £750k pitch that came directly from a Google search on targeted keywords.

Recruiting for Long-Term Success

Alongside the rebrand, I used my network to help the firm find the right Marketing Executive to lead their marketing efforts. With this new team member in place and my ongoing support, we’ve been able to develop sector-specific marketing and business development plans tailored to each partner’s expertise.