Class VI Partners, a Denver-based investment bank, aimed to assist middle-market clients in readying their businesses for the capital markets. Recognizing the need for accessible information in a complex process, we developed a strategy to simplify and streamline their journey.

Through customer insights, we discovered that clients were unfamiliar with the role of investment banks, focusing instead on business growth. This insight led to the creation of Class VI Pathfinder, a brand and marketing initiative tailored to middle-market businesses, offering guidance on market readiness and navigating the capital landscape.

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Brand strategy
Marketing strategy
Trademarking