Growing portfolio acquisitions and syndication activity
It is definitely not lost on us how profitable a great syndicator or single portfolio acquisition can be. Our principal spent years working larger syndicated deals before becoming a marketing strategist extraordinaire. And although the commercial finance business is a big community, often you’ll find the same players working with each other deal after deal. […]
Program Leasing: Why selling too much to the CFO is leaving money on the table
Many reps in the middle market and large corporate space covet the holy grail of relationships with the CFOs, Ts, ATs and maybe even a VP of Finance. And rightly so. A great relationship here can lead to great things and first crack at the biggest deals. But, be honest, how many times have you […]
4 critical steps to making email marketing work for your business.
There are many different ways to do this, but we believe there are 4 essential fundamentals you really need to have down. Content is almost everything Regularly sending promotional stuff will not help you very much. But producing information rich content that the decision maker comes to find regular interest in, derive insights from, pose […]
What do financial decision makers pay attention to?
Every few years we work with a research firm we love to ask financial decision makers what types of messages connect with them and where they find those messages. Upon asking more than 1400 financial decision makers in our 2015 research to rank the most favored ways to really connect with them. The envelope please…. […]