Sales Trigger Alert: Equitable Holdings M&A
🔥 Equitable taps Nick Chan as Head of M&A. 💰 Your pipeline needs accretive targets now. ✅ Pitch deal sourcing to smash quota & close faster. Next touch: LinkedIn connect.
Published on
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🚀 Battle Card: Equitable Holdings, Inc.
Quick trigger:
👤 Decision Maker in the News
💡 Why It Matters
- This Equitable Holdings, Inc. sales trigger signals a renewed push for accretive deals and strategic growth → Source
🎯 Core Pain Point
- Sourcing high-quality, accretive M&A opportunities at scale
- Ensuring rapid integration and value capture post-merger
💰 What to Pitch
- Primary: M&A Deal Sourcing Platform → Reduce time to identify targets by 50%
- Expansion: Post-Merger Integration Suite → Accelerate synergy realization and ROI
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 6,000
- Rev: ≈ $15B
🤼 Competitive Intel
Which other vendors you’ll probably face to win Equitable Holdings, Inc.’s business.
- 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
Connect with Nick Chan on LinkedIn (link above)
Use this Equitable Holdings, Inc. sales trigger in your first touch
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 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?