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Private Equity Clusters

Private Equity Clusters . Strategy for introducing MMkt to Private Equity and targeting group joins. Introduction and Adoption. Develop Prospect List Email/Phone Campaign Direct Mail Individual Visits Leveraging CEB Connections Targeting Outward Associations

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Private Equity Clusters

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  1. Private Equity Clusters Strategy for introducing MMkt to Private Equity and targeting group joins.

  2. Introduction and Adoption • Develop Prospect List • Email/Phone Campaign • Direct Mail • Individual Visits • Leveraging CEB Connections • Targeting Outward Associations • Creating a low membership dues Association? • Goal: 10 Visits by Sept. 30th.

  3. Research Approach • Create a PE questionnaire • Compile and Group Findings • Create a Sample Prototype Target • Devise Approach to Meet Sample • Create an Attractive PE Package

  4. Closing Business • Understand the PE Triggers • Revise (add to,) Score and Reprioritize Prospect List • 10 Visits a Month • Leverage Referrals • Offer to hold sesson for CFOs

  5. Driving New Product • Using research understand where we might be able to create a new product group for Private Equity. • Create Peer Group

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