Hamilton Grant

Strategic Branding

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Strategic Planning

Branding

Client Communications

Website Development

Go-to-Market Plan

Collateral & Ads

CRM Development

Press Releases

Direct Marketing

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Hamilton Grant, an SEC-registered broker/dealer and member FINRA / SIPC, provides essential regulatory compliance and administrative resources for independent investment bankers involved in mergers & acquisitions. HG’s affiliates enjoy operating independently with the benefits of large firm resources at variable cost. HG serves investment bankers and firms that close transactions from $5MM to $500MM across all industry sectors.

HG’s chairman asked Proactive Marketing to provide marketing advice when the firm was spun out from its former parent company in mid-2020. The firm had been serving M&A bankers for nearly 10 years, but did not have a business growth plan or distinct brand identity.

We collaborated with senior management to clarify the firm’s competitive advantages and opportunities for growth. Our process involved in-depth due diligence with current clients and market research, resulting in a best-in-class website and supporting collateral and focused marketing plan.

I loved the work Proactive Marketing did for HG and truly enjoyed working with Mary. She captured the essence of HG's unique value proposition and personality in its website and communications, and gathered valuable information about our clients and market.

- John Morris, Director, Hamilton Grant

Hamilton Grant

Strategic Branding

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