Recently I have been working with a boutique M&A advisory firm focused primarily on the FinTech and HRTech sectors. In their original inquiry, their main pain point was that they wanted to enhance their brand image and lead generation through a more cohesive digital marketing effort.
Time for a marketing plan
My first stop was to work with the Partners to create a marketing plan for the firm as well as help them recruit someone internally who could deliver the marketing plan with my guidance and support.
It’s all about a rebrand
Once I had worked through the strategy and created a plan it revealed that the firm was in desperate need of a rebrand and looked out of date, tired and out of touch with their client base.
I worked with one of my trusted contacts from a design agency (with the input from the M&A team) to project manage the new look and feel of the brand as well as a new website, PPT, stationery, pitch decks and everything else they would need to go to market.
Recruiting and sector business development plans
During this time, I was also able to help the team recruit a Marketing Executive using my recruitment agency contacts. They have now come in to help manage the full marketing plan with my marketing advice and guidance and we are now working together to look at lead generation by creating sector specific marketing and business development plans with each Partner.