Marketing

Marketing Advisor to a developer of cost-effective modular software solutions for distribution centers to help clarify their market position, strengthen their value proposition, and ramp up prospect marketing, filling the sales funnel and converting visitors into customers. Developed white papers and customer stories to establish thought leadership and illustrate benefit to users; crafted marketing materials such as capabilities brochure and newsletter; and created ongoing web site and blog content. Our work improved alignment between product, sales, and marketing teams, and supported scalable growth in a highly competitive logistics technology landscape.

Marketing Advisor to a leading independent financial services firm that delivers customized financing solutions to help sharpen market positioning, clarify value proposition, and support growth across key borrower and referral segments. The ongoing engagement helps the company by crafting deal announcements, email marketing, digital and traditional advertising campaigns, social media campaigns, and blogs. In addition, we revamped the existing website to strengthen brand position and messaging while also increasing web traffic. Our work strengthened credibility with brokers, partners, and clients while driving increased demand for the company's lending products.

Marketing Advisor to a national real estate-focused private investment management firm that targets middle-market joint venture equity, preferred equity, and mezzanine debt investments. Projects included website redesign, brand and messaging refinement, marketing materials design, investor and communication support. In addition, worked to raise public image and increase coverage in trade and real estate media outlets to grow their portfolio, and advised ongoing communications efforts.

Marketing Advisor to a top special situations focused investment banking firm serving clients in the United States and Europe. The 15+ year engagement includes crafting deal announcements, email marketing, digital and traditional advertising campaigns, social media campaigns and event planning. In addition, we redesigned the website and created compelling content highlighting the firm and its professionals' innovation and success using case studies, testimonials, and quantifiable data for award nominations.