Augentius – Helping Win A Major Financial Services Pitch
January 30, 2022
Augentius is one of the largest global Private Equity and Real Estate fund administration businesses. It has successful track record of working with leading fund management groups.
Their Challenge: an important financial services pitch
Following corporate activity in one of their large fund group clients, that client decided to put all their fund administration out to tender. Augentius wanted to maintain and develop their relationship with the new entity. That means they needed to differentiate their business from competitors and help their client really understand what makes Augentius special.
BBA Solution: How BBA helped their pitch
(1) We simplified and refined their messaging and materials
(2) We re-structured their presentations. The plan was to make them more client-centric and make it easier for the client to understand the great value provided by Augentius.
(3) We then coached with the global pitch team to turn that messaging into a compelling presentation in support of the whole pitch process in New York and London.
Positive outcome: Business secured and increased
After a lengthy series of competitive pitches, Augentius secured its existing business as well as increasing its business further. Most importantly Augentius reinforced its relationship with the client across multiple operational hubs. They built a solid foundation for future growth.
“The support from BBA was practical, insightful and invaluable.
“In a short time they helped re-shape our pitch, ensuring that it was much easier to identify the value we bring” said J.P. Harrop, Co-Founder and Group Head of Sales at Augentius.
“It’s been a real delight working with the BBA team“.
Contact us for a chat about how we can help you with your presenting.
What leaders say about Benjamin Ball Associates
"Essential if you are going to be a spokesperson for your business"
Senior Analyst, Sloane Robinson
"Being an effective communicator is essential to get your stock ideas across. This course is exactly what's needed to help you do just that!"
CEO, Blast! Films
“Our investment in the coaching has paid for itself many times over.”
Corporate Finance House
“You address 95% of the issues in a quarter of the time of your competitor.”
“Good insight and a great toolbox to improve on my presentations and delivery of messages to not only boards, analysts and shareholders but to all audiences”
“We had a good story to tell, but you helped us deliver it more coherently and more positively.”
CEO, IPSO Ventures
“Ben did a great job on our presentation. He transformed an ordinary set of slides into a great presentation with a clear message. Would definitely use him again and recommend him highly.”
“Moved our presentation into a different league and undoubtedly improved the outcome and offer we received.”
Head of IR, Equinox
“A fantastic job reviewing and transforming our marketing material and helping us get our message across with clarity to potential investors.”