Corporate Finance – Targeted by Turnover
The Client
A highly respected firm of Chartered Accountants based in the North West as part of a National Group and International network. Specialists in corporate finance services. Over 15 Partners and additional
Associates across two offices. Both offices deploy their mailings and telephone marketing simultaneously for maximum coverage, the larger office aimed to provide a specific introduction to their corporate finance capabilities.
The Brief
To arrange quality appointments between new client prospects and the visiting Partners. During the preliminary calls, other data to be collected includes personal email addresses of significant decision makers. Relevant company details such as size, structure and financial information is also collected and entered onto the database.
The Services
Project managing sales, mergers and acquisitions, raising finance and refinancing, Company valuations, Targeting acquisitions, Disposal of non-core subsidiaries, MBO’s and MBI’s, Refinancing, Succession planning, Exit strategy
The Target
OMB/SMEs or holding companies within the immediate catchments of the two regional offices.
Campaign 1
The data was separated by postcode to fall into the areas covered by each of the two offices, the companies were grouped by turnover into three brackets:
1. Under £5 million
2. £5 to £10 million (the ideal target market)
3. £10 million and above
Campaign 2
Targeting companies with Major Shareholders of over 50 years old. This data was specifically sourced to identify the individual Directors or Management Team most likely to require exit or succession planning and to create further potential for work with the buying Management Team.
The Result
Continued varying and sustained campaigns running for over a year and a half. Additional ‘warm’ prospects added to regional mailing list and raised awareness of the brand.
Several corporate finance related signings of over £5000.
