Clearview Advisory – Business Development Analyst

Clearview Advisory is a boutique advisory firm founded in 2016 that helps business owners with high value projects – Mergers and Acquisitions, divestitures, financings, joint-ventures, business integration management and strategic planning. Up to this point, Clearview has grown entirely through word of mouth. The firm wants to continue to expand its business more formally, but currently lacks the bandwidth internally to do so due to its work-load with current clients. The project that Clearview is envisioning for the successful candidate is to help in developing a strategy around new business development with the objective being to create a formal business development plan and marketing framework for the firm to continue to use indefinitely. Anticipated project activities would include setting up a strategy for Thought Leadership pieces, a Website, Client Outreach, Database Creation and Monitoring, and launching all the marketing materials around securing new lines of business (call script, email template, 1-page tear sheets, etc.). Other responsibilities include: identifying business opportunities, building and maintaining successful relationships with potential and existing clients, collaborating with the firms Principal on business/marketing strategy, as well as maximizing business reach and potential.

Faculty Supervisor:

Marvin Ryder

Student:

Partner:

Clearview Advisory

Discipline:

Business

Sector:

Finance and Insurance

University:

McMaster University

Program: