CASE STUDY

Sage Group

Launching a Financial Services Company in a Downturn Economy

Results

Featured in Bloomberg, Business of Fashion, Vogue Business, and more

“We have worked with this firm for many years and have always received fantastic service and a creative, practical approach to whatever marketing challenges we are tackling. They are incredibly responsive and thoughtful, and their press contacts are at the highest level with the best publications.”


Managing Director and Partner, The Sage Group

The opportunity to work closely with a new business to develop all of their brand communications and marketing materials from scratch was an exciting one, but certainly not without its challenges. While the top executives at The Sage Group, an investment bank, were all highly successful in their previous positions, the new company was still a virtual unknown.

The agency was tasked with positioning the company as a niche leader for middle market investment banks and a “go-to” source in a variety of markets for transactions ranging from $50-$500 million — right in the middle of one of the weakest merger and acquisition markets in history. Through proactive media relations, Sage has been featured nationally as a thought leader and continues to be successful.

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