Freedom Capital Markets Sales Trigger: New Leadership & Analysts

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🚀 Battle Card: Freedom Capital Markets

Quick trigger:

👤 Decision Maker in the News

James Ramp, Head of Investment Banking · 🔗 LinkedIn

💡 Why It Matters

This Freedom Capital Markets sales trigger shows they’re beefing up research coverage and sales reach to capture more institutional mandates. → Source

🎯 Core Pain Point

Keeping pace with sector-specific equity research

Scaling institutional sales coverage across regions

💰 What to Pitch

Primary: Integrated Research Platform → Deliver deeper sector insights faster during this Freedom Capital Markets sales trigger

Expansion: Global Sales Intelligence → Expand regional coverage and precision targeting

🗺️ Quick Context

HQ: New York, NY

Employees: ≈ 200

Rev: ≈ $100 M

Website: freedomcapmkts.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win Freedom Capital Markets’ business.

Morgan Stanley — Investment Banking

Unique edge: Global advisory with deep M&A expertise
Evaluated by Head of Investment Banking for high-profile deals
morganstanley.com

Goldman Sachs — Investment Banking & Sales

Unique edge: Extensive capital markets reach
Evaluated by Sales Heads for institutional investor access
goldmansachs.com

J.P. Morgan — Investment Banking & Research

Unique edge: Robust equity research across sectors
Evaluated by Research Heads for coverage breadth
jpmorgan.com

Evercore — Advisory & M&A

Unique edge: Independent boutique with high-touch service
Evaluated by CFOs for tailored M&A strategy
evercore.com

Houlihan Lokey — Capital Markets & Advisory

Unique edge: Mid-market specialization
Evaluated by Growth Engines for financing needs
hl.com

✅ Do-Now Checklist

Connect with all decision makers on LinkedIn (links above)

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

Get more Freedom Capital Markets sales trigger updates daily—no fluff, all pipeline. Subscribe to NewsletterForLeads

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑❑
PROOF_METRIC  = ❑❑
CTA_STYLE     = ❑❑
TONE          = ❑❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = James
COMPANY     = Freedom Capital Markets
DEPT        = Investment Banking
SIZE        = ≈20
BOTTLENECK  = limited sector research limits deal origination
EVENT       = Platform expansion with new leadership & analysts
DETAIL      = Expands Platform with New Leadership, Research Analysts, and Sales Professionals
PAIN        = keeping pace with sector-specific equity research
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903893833&div=41152219
SIM_CO      = Evercore
WIN_METRIC  = 25% increase in deal pipeline
NEXT_SIZE   = ≈50
EMP_EST     = ≈200
REV_EST     = ≈$100M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈20-person Investment Banking

James—noticed your Investment Banking team is ≈20.

That’s when limited sector research limits deal origination slows growth.

We helped Evercore fix this with ❑❑.

Result: 25% increase in deal pipeline.  
Want the 2-min recap?

PS—next bottleneck hits ≈50.

DM ≤45 words, TONE:
Saw your post about Expands Platform with New Leadership, Research Analysts, and Sales Professionals — keeping pace with sector-specific equity research.  
❑❑. ❑❑.  
Send case study?