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M&A Marketing Framework

2
July 20, 2026

Three questions I’d ask myself when developing any marketing collateral for M&A:

Who is this actually for?
If a founder or investor lands on this, can they tell in 5 seconds if it’s for them?
Have I clearly called out who we serve, what situations we specialize in, and what outcome we help them achieve?

Why should they trust us?
Have I given real proof—deals closed, transaction value, sectors, geographies, concise case studies—not just claims?
Would someone reasonably think, “They’ve done this before, for people like me”?

Why us, and what happens next?
Have I explained our process in plain language, and what’s different about how we work?
Is the next step obvious (and low friction)—what happens on an intro call and what they can expect over the first 30–60 days?

If your collateral can answer those three questions clearly, you’re not just “looking professional”—you’re making it easier for the right people to recognize themselves, trust you, and start a real conversation.

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