CZ’s original and strategic work to brand us has worked out very well. CZ delivered the whole package: strategy, design, and execution. — Alan Tronson, AdvantEdge Advisors

Client Stories

AdvantEdge Advisors

AdvantEdge Advisors

AdvantEdge Advisors is a financial advisory firm specializing in middle-market mergers and acquisitions. AdvantEdge Advisors will sell your business for you. The firm helps business owners attain the maximum value for their businesses and provides buyers with multiple high-quality business opportunities.

THE PRESENTING ISSUE

In the beginning, there was nothing. No brand. No company. Nada. The founder of what came to be known as AdvantEdge Advisors engaged CZ to create a brand from scratch.

OUR THINKING

The spirit of a brand emanates from the passion of the founder. Our work is easy when the founder creates a firm based on principles—and the founder is a living, human being. One of our staff won an internal reward (a Starbucks card) for coming up with the name. She still thinks the reward wasn’t big enough. She’s probably right. The visual identity is rooted in the location of the firm: Montana.

RESULTS

We’d like to take credit for all of AdvantEdge Advisor’s success the past few years, but, alas, we’d be liars if we did. Our role was the creation of perception. Given that the owner now drives an expensive, foreign-made car, we’d guess that we succeeded.