A plan built around your subsectors
Your marketing plan is tied to your growth goals and built around the subsectors you cover, the owners you want to reach, and the deals you want more of.
Investment Banking
Investment Banking Marketing for Sell-Side Boutiques
We help sector-focused investment banks become known to the business owners they want to represent, so they make the short list when it's time to sell.
01 The Opportunity
Sector Depth Wins Mandates When Owners Know You Exist
Business owners choose a banker who understands their business, knows their subsector, and is connected with the strategic and financial buyers in it. Sector-focused boutiques often have exactly that depth. What many lack is visibility. Most have never invested in marketing, so owners in their target subsectors don't know they exist.
The road to a sale is long. An owner may think about it for years before deciding to go to market. Even when an accountant or wealth advisor makes the introduction, the owner will research banks online before building a short list. Steady, consistent marketing keeps your firm in view through those years. When the owner is ready, you're considered alongside much larger banks, and they understand what makes you worth a call beyond your sector focus.
02 Who We Serve
Built for Sell-Side, Sector-Focused Banks
Most of our investment banking clients are middle-market and lower middle-market banks with 6 to 40 professionals. They focus on sell-side work in one or a few sectors, often narrowed to the subsector level, and they win mandates by knowing those markets deeply.
We also work with firms focused on capital raising and buy-side work. The goal is the same: make your expertise visible to the people who need to find you.
Investment banking is part of our financial services practice. See how we work with financial services firms.
03 Our Approach
Start With a Strong Foundation, Then Build Momentum
Many of the banks we work with are investing in marketing for the first time. So we put the basics in place first, then increase outreach as results come in. You get a written plan by week six, with programs running by week eight.
Found in Google and AI search
Owners do their homework before they call anyone. We make sure your firm shows up when they search for bankers in their industry, both on Google and in AI tools like ChatGPT.
Content for every subsector you cover
Articles, industry updates, deal announcements, and newsletters show owners in each subsector that you know their market and the buyers active in it.
PR and speaking in your target sectors
PR aimed at your target sectors raises your profile with owners and helps your firm appear in AI search answers. Speaking at industry conferences puts your bankers in front of owners and founders directly.
Your bankers, front and center
Owners want to know the person they'll trust with one of the biggest decisions of their lives. We help your bankers build a LinkedIn presence that shows their experience and how they work.
04 Client Results
From Generalist to Sector Specialist
A middle-market investment bank came to us relying on its founder's network for most new business. Since 2021, we've helped the firm move from a generalist model to a sector-focused one, with content and email built for each priority industry. The firm has grown to a substantially larger team of bankers, a growing share of its business now comes from outside the founder's network, and in 2025 it beat its newsletter sign-up goal by 145%.
05 The People
Led by People Who Know Investment Banking
Our founder, Debra Andrews, began her career at the Big Four and worked in marketing for KPMG's corporate finance group before founding Marketri in 2004. She leads many of our investment banking clients, as does Trisha Gallagher, one of our senior fractional CMOs. Investment banking is a core sector for us, and our team knows the terminology, the rules and regulations, and how boutiques win mandates. You won't have to teach us your business.
Deb Andrews
Founder & President
- Experience
- Big Four, including marketing for KPMG's corporate finance group
- Sectors led
- Investment banking, financial services, professional services
Trisha Gallagher
Senior Vice President of Marketing
- Experience
- 15+ years of experience
- Sectors led
- Investment banking, financial services, technology
Our Clients Say it All
Marketri has become our trusted source for market research and outreach recommendations that are helping us accomplish our marketing goals. We have better brand awareness, a stronger online presence, and the infrastructure to do proactive marketing, and we’re building a stronger pipeline.
Holly Johnson
Chief of Staff, Chesapeake Corporate Advisors
Thank you, Marketri, for your hard work, creativity, and dedication. Your efforts at booking speaking engagements, creating content, revamping websites and more has not been overlooked. From brainstorming new strategies to executing campaigns with precision and monitoring their impact, your efforts have been nothing short of extraordinary. The results speak for themselves! We have seen growth and traction from the elements you were working on so diligently. It’s been a privilege to work alongside such passionate and skilled people. Thank you again for going above and beyond.
Seth Getz
Business Exit Strategist & Partnership Development, NuVescor
Marketri LLC is an exceptional partner for strategic marketing. I had the pleasure of working directly with Trisha and Jane, who were both incredibly knowledgeable, collaborative, and dedicated to achieving results. Their expertise and personalized approach made a significant impact, helping us craft and execute effective marketing strategies that drove real growth. Highly recommend their team!
Tyson VanderVelde
Sales Development Representative, NuVescor
145%
above the firm's goal for new newsletter subscribers, January through November 2025.
Featured Case Study
How a Middle-Market Investment Bank Built a Pipeline Beyond Its Founder's Network
A Middle-Market Investment BankMiddle-Market Investment Banking & Corporate Advisory
A middle-market investment bank depended on its founder's network for new business. Since 2021, Marketri has helped it shift from generalist to sector specialist and build a pipeline well beyond those contacts. In 2025 it beat its goals for advisor meeting requests and newsletter sign-ups.
Read the Full StoryBe the Bank Owners Think of First
Let's talk about the subsectors you cover and the owners you want to reach.
Frequently Asked Questions
Most of our clients focus on a narrow subsector, so learning yours is where every engagement starts. We get to know the subsectors you cover, the owners you want to reach, and the buyers you're connected with, then build your content and outreach around what matters to those owners.
Investment banking is one of our core sectors. Our founder worked in marketing for KPMG's corporate finance group, and our team has worked with many sell-side boutiques. We know the terminology and the rules, so you won't spend time teaching us how your business works.
Yes. We help boutiques build their brand in their target subsectors, support the deals that come through referrals, and bring in new deals through marketing. Read our investment banking case study to see how one middle-market bank made the move from generalist to sector specialist.
With the foundation: a clear plan, a website that reflects your expertise, visibility in Google and AI search, and a LinkedIn presence for your bankers. Once that's working, we add more outreach, such as PR, speaking, and expanded content. Starting this way keeps your investment focused and sets up everything that follows.
Our fractional marketing programs range from $7,500 to more than $20,000 a month, based on your growth goals. Many banks start toward the lower end while the foundation goes in. Advertising, software, and event costs are separate.
Yes. Most of our investment banking clients focus on sell-side work, but we also work with firms that raise capital or advise buyers. We build the same foundation and shape the content around the investors, buyers, or companies you want to reach.
Insights for Investment Banks
Case StudyHow a Middle-Market Investment Bank Built a Pipeline Beyond Its Founder's Network
145% above the firm's goal for new newsletter subscribers, January through November 2025.
Why investment banks that market during deals win the next one
Investment banks that keep marketing while they work a live deal close it with a pipeline already waiting. Banks that go quiet start from scratch. Here is how to stay visible without taking time away from the deal.
8 Best Practices to Drive Investment Banking Marketing Results
Investment banking firms that are serious about growth realize they can’t rely solely on referrals to generate the revenue boost they seek.
Tips for Investment Banking Marketing: Beyond the Tombstone
It’s all over. The ink is dry, the signatures are in place, and the deal is done. Now what? As an investment bank or M&A…
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