The M&A Firm Marketing Maturity Matrix

How should a private equity or investment banking firm think about the evolution of its marketing strategy?

Building a robust deal pipeline starts with a clear, confident and consistent firm brand. As your firm matures, your brand should grow with you. Does your brand reflect your firm’s true differentiators?

In this short clip from our webinar with SourceScrub, we dive into how firms can think about brand strategy, leveraging our Marketing Maturity Matrix. The ultimate goal? Making sure your brand shows up the same way, in the same style, everywhere that your firm is seen. This extends to your employees’ LinkedIn pages, email communication—even zoom calls!

Reach out to our team to learn more about how you can apply these guidelines to your firm’s marketing and branding efforts. We’re here to help you build stronger deal flow through differentiated branding.