Sales Trigger Alert: Equitable Holdings M&A

🚀 Battle Card: Equitable Holdings, Inc.

• Nick Chan, Head of M&A 🔗 [LinkedIn](https://www.linkedin.com/company/equitable-holdings-inc-/)

• This Equitable Holdings, Inc. sales trigger signals a renewed push for accretive deals and strategic growth → Source

• Sourcing high-quality, accretive M&A opportunities at scale

• Ensuring rapid integration and value capture post-merger

• Primary: M&A Deal Sourcing Platform → Reduce time to identify targets by 50%

• Expansion: Post-Merger Integration Suite → Accelerate synergy realization and ROI

• HQ: New York, NY

• Employees: ≈ 6,000

• Rev: ≈ $15B

• Website: [equitableholdings.com](https://equitableholdings.com/)

🤼 Competitive Intel

• PitchBook — M&A Intelligence
• Unique edge: Deep private/public company data
• Evaluated by Head of Corp Dev for target scouting

• S&P Capital IQ — Financial Data & Analytics
• Unique edge: Comprehensive financial modeling tools
• Evaluated by CFO for valuation accuracy

• Intralinks — Virtual Data Rooms
• Unique edge: Secure, compliance-ready deal execution
• Evaluated by Legal & IT for security governance

• DealCloud — Deal Management CRM
• Unique edge: Customizable pipeline workflows
• Evaluated by Head of M&A for integration tracking

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑M&A Deal Sourcing Platform❑
PROOF_METRIC  = ❑Reduce time to identify targets by 50%❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Nick
COMPANY     = Equitable Holdings, Inc.
DEPT        = M&A
SIZE        = ≈ TBD
BOTTLENECK  = ≈ TBD
EVENT       = Nick Chan Appointed Head of M&A
DETAIL      = Nick Chan Appointed Head of M&A for Equitable Holdings
PAIN        = Sourcing high-quality, accretive M&A opportunities at scale
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251009977795&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = Reduce time to identify targets by 50%
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 6000
REV_EST     = ≈ $15B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person M&A

Nick—noticed your M&A team is ≈ TBD.

That’s when ≈ TBD slows growth.

We helped ≈ TBD fix this with M&A Deal Sourcing Platform.

Result: Reduce time to identify targets by 50%.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Nick Chan Appointed Head of M&A for Equitable Holdings — Sourcing high-quality, accretive M&A opportunities at scale.  
M&A Deal Sourcing Platform. Reduce time to identify targets by 50%.  
Quick chat?