Leveraging Social Media for More Deal Flow: 10 Resources for Middle Market Advisors

The National Center for the Middle Market details in an article by Dorie Clark, that “social media is a powerful sales and marketing tool [for Middle Market Advisors], but it’s important to recognize you’re playing the long game.”  

Clark cites the advice of Bryan Kramer, CEO of Silicon Valley-based digital agency Pure Matter, who recommends looking at every relationship on social media as long term, utilizing a focused effort on the social channels where your clients will be active, while also delivering thought leadership you produce to them via those channels – then only selling your services when the time is right.

Middle Market advisors may ask, however, which social media channels should they utilize for their unique businesses? As well, what sort of thought leadership should they produce, and with what frequency?  And finally, who can help them do this effectively so the efforts lead to more deal flow?

To help answer these (and more) questions Middle Market advisors might have about how they might effectively adopt social media as a means by which to generate more deal flow, I’ve compiled a list of 10 articles I’ve produced on a variety of social media subjects for Middle Market Advisors.  Here’s a list of them in chronological order, with an excerpt from each that provides an overview of the subject each article covers:

  1. How investment bankers can find needle-in-the-haystack deals, By John Grimley, LinkedIn Pulse, July 26, 2014. “Middle-market focused investment bankers are well-positioned to secure new deal flow in highly specialized niche-areas by blogging. Whether it’s based on the geography, revenue, sector or ownership structure of the companies you serve – or the market niche you’ve carved out in your financial services business.”
  2. Why investment bankers should be blogging, By John Grimley, LinkedIn Pulse, August 4, 2014. “The importance of social media in the decision making process of senior corporate management teams is increasing rapidly. Compared to the costs associated with traditional referral methods used to generate proprietary deal flow, it is likely that a blog will generate more proprietary deal flow at significantly less cost.”
  3. International opportunity dawns for boutique investment banks, By John Grimley, LinkedIn Pulse, August 9, 2014. “Boutique investment bankers seeking cross-border deal flow in an increasingly global marketplace need to transcend traditional deal origination methods characterized by in-person networking and become active on social media – in particular, blogging – in order to most effectively reach sources of deal flow across the globe on a 24/7 basis.”
  4. Social Media: An Overlooked Business Development Tool, By John Grimley, Axial Forum, September 3, 2014. “Mid-market deal professionals, from private equity professionals to investment bankers, often face the challenge of being perceived as simply a vendor to mid-market C-Suite executives – their services indistinguishable from their competitors.­ However, social media is increasingly becoming a tool to help overcome this misconception.”
  5. Do You Need Social Media to Secure More Deal Flow?, By John Grimley, Axial Forum, January 20, 2015. “Strictly speaking, no middle-market advisor must use social media. Traditional in-person networking has, and will continue to have, a fundamental role in middle market dealmaking. But in an age where the internet is increasingly becoming the means of communication (Twitter alone has 284 million active users) — if you’re not using social media to source deals and nurture relationships, you are likely missing out on some opportunity.”
  6. Why Private Equity Firms Should Publish, By John Grimley, Axial Forum, June 15, 2015. “As Forbes magazine recently outlined, the US economy is now the number one focus for foreign private equity investors seeking a global safe haven.  But what they’ll find here, as Forbes explains, is “more capital in the hands of a growing number of PE funds chasing too few good assets..”
  7. How Content Marketing Can Help Portfolio Companies Grow, By John Grimley, Axial Forum, September 8, 2015. “To outperform their rivals, private equity firms will need to enhance their ability to spur organic growth in the companies they own,”.  Content Marketing can be a part of generating that organic growth.”
  8. Why Deal Professionals Should Emulate Business Insider, By John Grimley, Axial Forum, December 2, 2015. “Midmarket deal professionals can learn something from the recent acquisition of online digital news magazine Business Insider by European publishing company Axel Springer: Online publishing is something you should be embracing.”
  9. How to Combine Social Media and Traditional Deal Sourcing for Maximum Results, By John Grimley, Axia Forum, May 10, 2016. “Combining traditional deal flow sourcing with social media and content marketing can help middle market dealmakers more effectively connect to key audiences, including C-suite executives”
  10. How private equity can generate more deal flow in the Asia-Pacific region, By John Grimley, LinkedIn Pulse, November 25, 2016. “A new Bain report details how Asia-Pacific region economic uncertainty and fierce competition for deals means that private equity funds in Asia — currently holding much unspent capital — will have to work harder and in a more disciplined fashion to find attractive companies.”

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