Stanton was tasked with executing a survey on a topical and timely issue that would help drive visibility and create a valuable source of content and showcase the industry knowledge of our client, Carl Marks Advisors. We saw a much larger opportunity.
To support the firm’s lead generation efforts, Stanton created a variety of communications materials including an email to the respondents of the survey, an infographic highlighting the key findings, a designed marketing piece of the survey results, an email to all Carl Marks Advisors’ contacts, and multiple social media posts for the company and key executives to share.
Stanton’s efforts secured media coverage in Reuters, Bloomberg, and The Wall Street Journal, as well as in key trade publications like Creditflux. In addition to securing media coverage, the other tactics—including an email campaign that garnered a 40% open rate—generated nearly 650 views to a survey web page we designed.
U.S. mid-market lenders concerned about leverage, loan docs: report
“Lenders to U.S. mid-sized businesses are increasingly concerned about the higher levels of debt held by middle market companies versus a year ago, as well as what they consider to be less restrictive leveraged loan documents, a survey by Carl Marks Advisors found.
Higher leverage levels and borrower-friendly loan agreements, the result of highly competitive market conditions last year that pushed lenders to make such concessions, could impact loan portfolios if business performance comes under pressure.”
