Pathstone: 20 impactful media placements and generated 67.4 million media impressions.​ 

Pathstone
image2

Challenge

Pathstone needed to maximize visibility for its mega-deal M&A announcement regarding the acquisition of Hall Capital which would elevate the firm to nearly $160 billion assets under advisement and administration. In preparation for the milestone news, the firm enlisted the support of Interdependence as a partner to execute a strategic earned media campaign and position Pathstone as a dominant force in the ultra-high-net-worth (UHNW) financial sector.​

Solution

To build awareness for Pathstone’s position as one of the largest RIA firms dedicated to UHNW families and individuals, the public relations team implemented the following strategies:​ 

  • Embargo media outreach to select mainstream business and finance outlets, in addition to key wealth industry publications – complimented by advance interviews with the CEO.​ 
  • Targeted media efforts beyond traditional announcements, including newsletters and M&A specific journalists. ​ 
  • Compelling narratives developed with senior leadership to enhance media engagement and share the firm’s incredible business growth story.​ 

Results

Within a few short weeks, Interdependence delivered 20 impactful media placements and generated 67.4 million media impressions. 

 

Pitch Perfect 

Landed pitch perfect headlines such as “Pathstone Asserts UHNW dominance in mega-deal for $45B Hall Capital Partners.”​ 

 

Key Media Outlets 

Secured coverage in key outlets such as Barron’s, Citywire, Family Wealth Report, InvestmentNews, to name a few. 

 

Record Web Traffic 

The Hall announcement and respective PR coverage resulted in a record setting day of web traffic from new users at 2,260. ​ 

 

Advertising Value 

Earned an Advertising Value Equivalency (AVE) of nearly $625,000 throughout the campaign. 

Media Highlights

Get Your PR Analysis

See increases of 300-400% in conversion rates powering far more media placements.