Landscape:
These producers were looking to stand out in a crowded financial market and generate visibility with founders, PE firms, and strategic acquirers, without relying solely on in-person networking.
Approach:
We created personalized LinkedIn strategies for each producer focused on their industry verticals (e.g., healthcare, tech, manufacturing). Content included market updates, deal announcements, founder success stories, and value creation frameworks. Each post was designed to build credibility and prompt warm conversations.
Results (combined):
6 transactions originated or influenced via LinkedIn
$128,000 in closed revenue tracked back to activity on the platform
Over $910,000 in combined pipeline across the team
1,800+ new connections across strategic verticals
240,000+ content impressions, including traction from PE firms and family offices
Referred by 3 clients to other founders as a direct result of LinkedIn visibility