Service

Financial & Transaction Comms

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For decades, Red Fan has served as the trusted communications advisor to brands getting funded, conducting M&A or preparing for IPO. The Positioned to Win Method™ ensures we get under the tent early. We learn the stakeholders, board dynamics, competitive landscape and internal alignment (or lack of it). That proximity is why our clients pull us in before anyone else on their team knows a moment is coming.

Red Fan’s financial and transaction communications services run parallel to our PR roadmap. When a transaction emerges, our Deal Team activates to work directly with your internal, cross-functional team. The ongoing PR engine never pauses.

Investment banking-grade strategies that minimize risk and maximize brand equity.
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Financial & Transaction Comms

How Red Fan’s Deal Team helps your brand win.

Red Fan has supported billions in investor activity. We turn communications into measurable business advantage for B2B tech brands navigating the moments that define their trajectory. Funding rounds, acquisitions and exit prep require senior communications expertise to ensure stakeholder alignment and messaging resilience before, during and after the deal. 

01

Stakeholder Messaging

Evaluates the volume, quality, and recency of earned media coverage. This is the single strongest signal AI engines use when deciding which brands to recommend.

02

Media Relations

Curated media strategy targeting deal reporters, business writers and your leading trade outlets to ensure every stakeholder is reached.

03

Media Training

Leverage your bespoke stakeholder messaging to empower executives to turn media interviews into authority-building coverage. Ensure every leader is confident sharing the company’s vision.

04

Internal Communications

Your employees are the most crucial audience during a transaction. They are your internal champions and external brand advocates—if stakeholder messaging doesn’t cater to them first, you undermine your integration strategy or growth trajectory. 

05

Executive Coaching

Tap into decades of communications and deal expertise to guide new or acquired leaders through integrations, IPO prep or future funding rounds.

Featured Case Study

One take-private. Three acquisitions. Positioned to No. 2 in the core banking market.

One take-private. Three acquisitions. Positioned to No. 2 in the core banking market.

"Going from public to private and launching two new companies in two years required careful stakeholder messaging. Red Fan's deep research into our technologies, culture and customers helped us avoid missteps and earn the coverage we needed to tell our story."

Jennifer Werner
Jennifer Werner
Chief Marketing Officer

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Approach

The Positioned to Win Method™

Authority that compounds. So when the moment comes, you've already won.

1

Embed

Get under the tent. We immerse in your business before anyone else knows a moment is coming. Proximity is why clients pull us in first.

2

Diagnose

Find the truth. The Brand Authority Index™ and Brand Positioning & Narrative Lab benchmark your authority and build your unique positioning on data — not a kickoff meeting.

3

Roadmap

Build the blueprint only you can claim. A strategic framework proprietary to your company. The narrative architecture and authority position that makes you impossible to confuse with competitors.

4

Execute

No handoff. No B-team. Ever. This is how authority compounds and category ownership is won. The same senior team that embedded and diagnosed builds your roadmap and runs it. This is why our clients stay for years, not quarters.

FAQ

Frequently Asked Questions
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My marketing team can handle transaction communications. Why should I hire an external agency to support us?

Using your marketing team to own transaction communication poses significant risk to your existing marketing schedule. We know how complex your marketing roadmap already is—trade shows, customer events, demand gen activities and more occupy your team’s capacity. And those efforts shouldn’t pause when a deal lands. Red Fan’s Deal Team activates as soon as you bring us under the tent. Our experts run point on communications while your marketing plan continues.  

What happens to our existing PR activities while we prepare for financial communications?

Red Fan’s Deal Team works in parallel with our ongoing PR engine. Designated Deal Team members are activated during transactions to ensure your PR roadmap progresses while deal planning emerges. 

How early should we bring communications in on a new deal?

Your communications team should be kept abreast of all transaction-related activity. Even if deals won’t land for months, they should be aware of potential deals and how they impact the company’s mission, vision and product strategy. Communications experts will help you define stakeholder messaging and management strategies early to ensure smooth transactions and seamless integrations.