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Boutique Advisory Firm

Transaction communications and strategic marketing for a fast-growing firm

In a retainer engagement encompassing both ongoing advisory work as well as project – and deal-related assignments, Gargiulo + Partners has served as an external corporate communications department for this rapidly expanding international advisory firm. We’ve provided a growing team of bankers with marketing and client communications that span the media spectrum. In the process, we have helped to shape the tone and direction of the firm’s brand in a competitive financial marketplace.

The founder first engaged Gargiulo + Partners to advise on the company’s website and its corresponding credentials materials. We restructured the website according to the core brand principles developed by the founder and his management team and we wrote new copy for the top level of the site. We also helped recast the credentials presentation in a narrative-driven structure.

Subsequently, the firm turned to us to compose deal announcements for advisory transactions. These announcements combine publicly available deal details with marketing language specific to the firm, highlighting its expertise in certain regions, industries, and deal structures.

As the firm expands its team of bankers and its roster of clients, it continues to involve us in selected communications.

Not-For-Profit Foundation Global Financial Services Leader Global Private Bank
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