The Need
A middle market Private Equity firm felt they were stuck in a marketing rut. Their website was outdated, and they had never engaged in any significant marketing efforts besides creating a one-pager. They noticed a trend with peer-firms towards competitive branding, LinkedIn marketing, newsletters and white papers that supported business development efforts. They were curious about their options, unclear about how this process might work, and costs involved. They reached out to us for market data and introductions.
Soul-ution
We engaged in a lengthy conversation with the firm, listening to their interests and goals, noting their questions and concerns. Armed with information about their current marketing efforts, and future goals, we started our vetting process. We reached out to our existing partner relationships that provide market analysis, strategy and execution to similar firms. Then we took it a step further, reaching out to PE firms with a significant market presence, and making inquiries about relationships that shared a successful outcome. After due diligence and conversations to align goals, we narrowed our search to three firms that we felt offered innovative marketing approaches and choices at different price points. This research was conveyed in detail to our client, and they requested introductions to two of the firms. The client appreciated the opportunity to learn more about their options, and was grateful for the research provided, saving them time and resources. The PE firm hired one of the marketing firms, and is rolling out a new marketing strategy, very happy with their new partnership.