West Coast Finance Partner Sales Trigger
🔥 Hot trigger: Davis Polk & Wardwell LLP just hired a West Coast finance partner. Use this intel to lock in meetings, integrate your CRM for real-time deal flow, and hit your quota faster.
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🚀 Battle Card: Davis Polk & Wardwell LLP
Quick trigger:
👤 Decision Maker in the News
- Rob Morrison, Partner, Finance practice · 🔗 LinkedIn
💡 Why It Matters
- Establishing on-the-ground finance capabilities in Northern California unlocks private equity and infrastructure deals on the West Coast. Use this Davis Polk & Wardwell LLP sales trigger to target your outreach. → Source
🎯 Core Pain Point
- No existing West Coast-based finance partner to lead leveraged finance deals
- Need to rapidly build local lender relationships and deal workflows
💰 What to Pitch
- Primary: Collaborative CRM integration → Real-time deal tracking with California-based lender contacts
- Expansion: Client intelligence platform → Actionable market insights for energy and infrastructure financings
🗺️ Quick Context
- HQ: Northern California, CA
- Employees: ≈ 1,200 lawyers
- Rev: ≈ $1 B
- Website: davispolk.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Davis Polk & Wardwell LLP’s business.
- White & Case — Finance Practice
- Unique edge: Established West Coast leveraged finance footprint
- Evaluated by Partner level for lender-side deal volume
- Latham & Watkins — Finance Practice
- Unique edge: Deep private equity relationships
- Evaluated by Finance Lead for platform integration
- Kirkland & Ellis — Finance Practice
- Unique edge: Sponsor-backed financing expertise
- Evaluated by Managing Partner for speed and agility
- Simpson Thacher — Finance Practice
- Unique edge: Strong banking relationships and global reach
- Evaluated by Practice Chair for cross-border mandates
✅ Do-Now Checklist
Connect with Rob Morrison on LinkedIn (link above) using this Davis Polk & Wardwell LLP sales trigger
Draft email + DM highlighting CRM integration benefit for West Coast finance deals
Schedule follow-ups in CRM (Day 3 & Day 10) leveraging this Davis Polk & Wardwell LLP sales trigger
Next Step
Get more Davis Polk & Wardwell LLP sales trigger intel—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Collaborative CRM integration❑
PROOF_METRIC = ❑30% faster deal closures❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
────────────────────────────
NAME = Rob
COMPANY = Davis Polk & Wardwell LLP
DEPT = Finance
SIZE = ≈ 50
BOTTLENECK = no West Coast finance leader
EVENT = Partner hire
DETAIL = Davis Polk Welcomes West Coast Finance Partner Rob Morrison
PAIN = difficulty building local lender relationships
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250825035891&div=41152219
SIM_CO = White & Case
WIN_METRIC = ≈ 30% faster deal closures
NEXT_SIZE = ≈ 150
EMP_EST = ≈ 1,200
REV_EST = ≈ $1 B
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 50-person Finance
Rob—noticed your Finance team is ≈ 50.
That’s when no West Coast finance leader slows growth.
We helped White & Case fix this with Collaborative CRM integration.
Result: ≈ 30% faster deal closures.
Quick call?
PS—next bottleneck hits ≈ 150.
DM ≤45 words, TONE:
Saw your post about Davis Polk Welcomes West Coast Finance Partner Rob Morrison — difficulty building local lender relationships.
Collaborative CRM integration. 30% faster deal closures.
Quick chat?