Battle Card: Americana Partners Nashville M&A

🚀 Battle Card: Americana Partners

• W.L. Gray, Managing Director/Private Wealth Advisor

• Rapid M&A bump stresses systems integration and compliance across new regions. → Source

• Integrating disparate advisory systems between Houston and Nashville

• Ensuring seamless compliance & reporting under SEC regs in new jurisdiction

• Primary: Salesforce Financial Services Cloud → Unified client data, faster deal integration

• Expansion: SimCorp Dimension → Advanced portfolio analytics & consolidated reporting

• HQ: Houston, TX

• Employees: ≈ 120

• Rev: ≈ $100 M

• Website: [americanapartners.com](http://www.americanapartners.com/)

🤼 Competitive Intel

• Envestnet — Wealth management platform
• Edge: End-to-end advisory tools

• SEI — Investment servicing
• Edge: Scalable outsourcing solutions

• Black Diamond — Portfolio reporting
• Edge: Client-facing dashboards

• SS&C Technologies — Operations & accounting
• Edge: Automated reconciliation

• Broadridge — Trade processing
• Edge: Real-time trade support

• FIS — Financial software
• Edge: End-to-end operations suite

• HubSpot — Marketing automation
• Edge: Integrated CRM & workflows

• Marketo — Engagement marketing
• Edge: Multi-channel campaign management

• Hootsuite — Social media management
• Edge: Scheduling & analytics

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Salesforce Financial Services Cloud❑
PROOF_METRIC  = ❑≈25% reduction in compliance reporting time❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = W.L. Gray
COMPANY     = Americana Partners
DEPT        = Wealth Management
SIZE        = ≈20
BOTTLENECK  = integrating disparate advisory systems
EVENT       = acquisition of Goodpasture Gray
DETAIL      = Expands Into Nashville
PAIN        = seamless compliance & reporting
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251008026061&div=41152219
SIM_CO      = Boulevard Family Wealth
WIN_METRIC  = ≈30% faster integration time
NEXT_SIZE   = ≈50
EMP_EST     = ≈120
REV_EST     = ≈$100M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈20-person Wealth Management

W.L. Gray—noticed your Wealth Management team is ≈20.

That’s when integrating disparate advisory systems slows growth.

We helped Boulevard Family Wealth fix this with Salesforce Financial Services Cloud.

Result: ≈30% faster integration time.  
Quick call?

PS—next bottleneck hits ≈50.

DM ≤45 words, TONE:
Saw your post about Expands Into Nashville — seamless compliance & reporting.  
Salesforce Financial Services Cloud. 25% reduction in compliance reporting time. Quick chat?