About

In the high-stakes world of mergers and acquisitions, the role of the Chief Marketing Officer is often underestimated but is, in fact, pivotal to post-merger success, particularly in the emerging B2B space.

This exclusive in-person roundtable will explore how CMOs can leverage branding, purpose, and positioning to drive value creation and strategic alignment during M&A integration, including focus on the often-overlooked but high-impact elements of brand integration—beyond just visual identity. We’ll delve into how CMOs can define organizational purpose (focused on client needs), craft effective positioning (target audiences, competition, and customer needs), and develop messaging strategies that resonate with both internal stakeholders and external markets.

Joining us are three distinguished speakers: Simon Case, from Chromatic, a leading B2B branding agency that partners with private equity firms to unlock value through strategic branding during M&A cycles; and James Lloyd, Chair of the Winmark CMO Network and recent appointee of Boston Consulting Group, who brings a wealth of leadership experience in unifying organizations and establishing compelling market positions.

We will also be joined by Tim Matthews, Partner, Acacia Group, who leads on strategic communications and brand development for Acacia and across the portfolio company leadership to develop brand marketing, communications and employee engagement strategies both pre and post-acquisition, and supports the Acacia partners on operational oversight.

This discussion will also include lunch, graciously provided by our hosts, Trowers & Hamlins.