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. […]

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…. […]

The secret of making events worth the money

Trade shows upon trade shows (viva Las Vegas). Conferences and Association gatherings. Golf scrambles and charity events. They might be fun, but do they make you money? Worst answer imaginable: “I don’t know”. You’d be stunned how often people actually do this: they invest in the event, then just show up with booth, business cards […]