Investment Banking Firm Marketing Case Study: Raising Brand Awareness
The Client
An independent advisory-only investment bank, this firm has represented buyers and sellers in nearly 500 successful middle-market M&A transactions across the globe.
The Situation
As a fast-growing nationwide boutique, this investment banking firm wanted to raise awareness of its sector-expert bankers and transaction activity. After working with several PR and marketing agencies that lacked sufficient understanding of the industry — ultimately wasting their time and money — their team was looking for a partner who truly understood their business, clients and BD process.
The Strategy
MiddleM Creative developed customized marketing content and BD outreach for each industry group within the firm, all with consideration for the nuances of the types of clients they served. We established dashboards and reporting within the firm’s DealCloud CRM system and provided guidance throughout the deployment to help generate meaningful interactions with potential clients and referral sources.
The Execution
Over the course of a two-year engagement, MiddleM Creative supported the integration of the firm’s DealCloud CRM platform into its ongoing business development efforts by creating email templates, drafting BD emails, defining workflows and setting up KPI tracking for ongoing outreach campaigns. We also created consistent written and video thought leadership content, provided copy and graphics for landing pages, drafted social media summaries and outlined strategic content calendars. We then tailored content to sub-audiences and tracked specific KPIs for each.
“MiddleM Creative has an unparalleled commitment to excellence. They are creative and thoughtful with tactics, strategies and approaches.”
– Investment Banking Client’s Marketing Director
The Results
The investment banking firm had a ~150% increase in email open rates, ~220% increase in content click-through rates and the development of several new client engagements that are directly connected to thought leadership pieces and outreach we developed with their team.
The MiddleM Creative Benefit
MiddleM Creative is not just an outsourced investment banking marketing and business development resource, but a true partner in ensuring the success of your firm’s growth plans. Our dedicated team will help you implement a marketing cadence unique to your firm’s strategy with a constant eye on your ROI.
Reach out to our team to learn more about how we can help you build stronger deal flow through differentiated branding and messaging.