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Using a number of services including IBISWorld, Pitchbook, GF Data and many others, my research and report design process grew over time.

The goal was the establishment of Carleton McKenna as a thought leader in the financial services and investment banking sectors. Establishment of the brand through reports and social content generated a cohesive identity that became transferable across platforms.

Industry Reports Took Centerfold for Social Media

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two individuals project planning and ideating over a butcher block table with contents spread out

The use of Canva and the AI tools outlined on the Artificial Intelligence page assisted in the evolution of not only content breadth and depth, but the brand design and development over time. 

Similarly, Premier Rush and Audiogram offered the tools to differentiate content from strictly written content to include visual content.

Software Application and Design for Related R&D

Software Applications for Related Research & Development

Software applications have cross dependencies between a number of projects within this site. Mixing AI tools and marketing acumen have made for a unique skill set.

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Vimeo logo
Audiogram logo
Adobe Premier Rush logo
Pitchbook logo
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CONTENT WRITING

Full Reports

CLICK PHOTOS TO VIEW REPORT

First iteration of financial report design
Second iteration of industry report design
Third and current iteration of industry report design

Video Footage

The inclusion of visual and audio content in the proliferation of industry-specific materials, and the client's go-to-market strategy elevated Carleton McKenna's professional brand representation to third parties during the sale process. Below are two examples of closed transactions wherein Carleton McKenna provided additional content to support the objectives of the client as supplementary to the traditional Confidential Information Memorandum or ("CIM").

Let's Connect!

I’m always excited to explore new opportunities and collaborations. Feel free to contact me via email or connect with me on LinkedIn. Let’s create something amazing together!

Carleton McKenna utilizes IBISWorld, Pitchbook, GF Data and a number of additional paid subscription platforms for the purpose of content development and proliferation. The extensive access available for content research and development meant the goal of increasing thought leadership capabilities was achievable​

Content development followed both a newly developed 12 month campaign, plus supplemental reports for the niche markets of prospective clients moving further through our conversion funnel.

Research & Development

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EMILY KUZNIK

Content Writing

My content writing experience spans multiple verticals and financial reporting touchpoints including but not limited to Specialty Manufacturing, Healthcare, Consumer Products, Business-to-Business Services, Technology and SaaS, Leveraged Finance, Private Equity and more.

​Content writing and research remained a consistent responsibility for establishing brand credibility, thought leadership and prospective client interest.

Industry Report Evolution

The integration of various new software applications and design tools were established visually over time. With each new report came greater breadth and depth of content and design capabilities. Over the course of two years, the business’ industry reports and financial reports went through three and two design iterations, respectively. The progression is illustrated accordingly.

AFTER

BEFORE

Industry Report Evolution

The integration of various new software applications and design tools were established visually over time. With each new report came greater breadth and depth of content and design capabilities. Over the course of two years, the business’ industry reports and financial reports went through three and two design iterations, respectively. The progression is illustrated accordingly.

AFTER

BEFORE

Industry Report Evolution

The integration of various new software applications and design tools were established visually over time. With each new report came greater breadth and depth of content and design capabilities. Over the course of two years, the business’ industry reports and financial reports went through three and two design iterations, respectively. The progression is illustrated accordingly.

AFTER

BEFORE

Software Applications for Related Research & Development

Software applications have cross dependencies between a number of projects within this site. Mixing AI tools and marketing acumen have made for a unique skill set.

Canva logo
Vimeo logo
Audiogram logo
Adobe Premier Rush logo
Pitchbook logo
Pexels logo
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