Building a Diversified Portfolio of High-Quality Clients
We partner with firms that realize that their people—and their ideas—are the firm’s most valuable assets. Furthermore, our clients realize that the best way to prove their expertise is to share it.
Featured Case Study: Unpacking the “Liquidity Mismatch”
XA Investments, a manager that provides investors with access to institutional-caliber alternative investments, needed to educate financial advisors about the benefits of adding illiquid assets to clients’ portfolios. We turned XA Investments’ existing white paper on the topic into a compelling two-pager, as well as slides and speaker notes for a webinar.
More Case Studies
Telling the Story of ESG Integration
We learned how a global asset manager was addressing some of the limitations of ESG ratings by creating its own fundamental approach and then told this unique story through a white paper.
Explaining Year-End Tax Strategies With Interactive Content
Using video, an interactive landing page, and an e-book, we partnered with a private wealth management firm to tell a multimedia story about new year-end tax planning strategies created by tax reform.
Rebranding and Differentiating Outsourced CIO Services
When one of the world’s largest asset managers needed to explain what was truly unique about its outsourced chief investment officer capabilities, we created copy for a brochure and landing page that separated our client in a crowded, growing field.
Going Beyond Tombstones and Data to Show Dealmaking Insights
To show how our client’s investment bankers have their fingers on the pulse of real-time trends that are shaping transaction activity, we wrote quarterly reports that analyzed the key forces affecting valuation trends in specific sectors.
Using Infographics to Drive Webinar Attendance
For an outsourcing services practice within a global advisory firm, we created an infographic about the most common productivity drags for finance and accounting departments.
Editing Quarterly Investor Letters to Resonate Better with Institutional Audience
For Halmos, a boutique investment firm that specializes in private investments in the energy, real estate, healthcare, and technology sectors, we edited and polished the initial draft of its quarterly investor letters to make the letters more compelling for the firm’s investors.
Building Loyalty Through a Quarterly Newsletter
Through a quarterly newsletter, we help The Retirement Network stay connected with clients and answer some of their most common questions about taxes and investment markets.
Educating Entrepreneurs About Liquidity Events
For a wealth manager with a large presence in Silicon Valley, we wrote a series of case studies on how entrepreneurs can navigate stock options, IPOs, and other liquidity events in a tax-efficient manner.
Earning a FinTech Startup Editorial Exposure in Trade Media
For DealRoom, an M&A project management platform looking to bolster its visibility among dealmakers, we spearheaded a focused media outreach campaign that led to multiple editorial placements in influential trade media.
Earning the SEC’s Praise for a Revamped Audit Quality Report
For a global advisory firm, we partnered with their senior partners to bring a new voice and a fresh perspective to their annual audit quality report—earning praise from the SEC’s Chief Accountant.
Capturing a Boutique Consultant’s Approach to Strategic Sourcing
We worked with a boutique consulting firm to create copy for their new website that captures the firm’s hands-on approach to strategic sourcing across the supply chain.