Email marketing best practices for M&A firms – Part 1

April 2, 2018

Even in a frothy market, every M&A advisor wants to see more deals.  One of the easiest and most cost effective way to generate new proprietary deal flow is through the execution of simple email marketing strategies.  Regardless of what email platform you use, or what your area of speciality is, there are a few key best practices that often make the difference between a lead generating initiative and a waste of time.

Over the next few weeks, we will touch on 3 best practices to consider when sourcing new sell-side clients via email.  After running email marketing campaigns for a large pool of M&A firms, we find these points to be the basis of  high quality campaigns.

#1. Get Personal with Your Emails

There are two broad strategies M&A firms use when using email to generate deal flow – branded and non-branded emails.  Branded emails are template driven, HTML rich and are often more about the firm as a brand than anyone particular person or deal.  While branded emails looks great, they present a number of challenges, like:

To avoid these issues, we recommend sending short form, personal emails.  Your emails should be more about initiating a conversation than some solicitation from one firm to another.

Do the following to your email campaigns and we guarantee it will improve both deliverability and your response rates.


If you are interested in developing an outbound email marketing strategy for your M&A firm, we can help!

From prospect identification, content creation and execution, we fully manage your outbound email efforts so you can focus on closing more deals. Contact us for pricing and scope details.