Personal branding · Finance and legal
The mandate came out of a conversation at a wedding, not out of a pitch deck.
Personal branding for an investment banker is the visibility of the individual a promoter will trust with the sale of a company they built, at a time when almost everything you know is confidential.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

In one paragraph
Personal branding for an investment banker is the visibility of the individual a promoter will trust with the sale of a company they built, at a time when almost everything you know is confidential. GullySales writes and runs it from a regular conversation, cleared by compliance first.
Also written for
Investment banker, M&A adviser, Corporate finance professional.
Where this sits
For investment bankers
Where it usually goes wrong, and what we would do.
“A promoter decides to sell years before they ring anybody”
The thought starts when a competitor exits, or when a son says he does not want the factory. For the next two years they read quietly and ask one friend who has been through it.
“Everything worth saying is price sensitive or under an NDA”
A live mandate rules out the sector you know best, and the processes you lost you may never mention. What is left is the part promoters never understand: how a deal actually runs.
“Funds send deal flow to people whose view they have read”
A mid-market fund meets the same intermediaries every quarter. The banker who has published a real opinion on a sector gets the call when that fund goes hunting in it.
“A tombstone proves nothing about what you did”
Announced transactions are the only public proof you have, and they say the deal closed. They do not say you held it together in week nine when the buyer tried to reprice.
What we do
What we deliver for investment bankers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A profile built on announced transactions and sector coverage
Registration, the sectors you cover, deal sizes and the transactions already in the public domain. Nothing live, nothing withdrawn, nothing the client has not agreed to.
Result: A promoter and a fund partner both see the same verifiable record.
The interview about how a process really runs
An hour with you on the mechanics: what diligence uncovers, why valuations move between term sheet and closing, what a promoter should settle with their family first.
Result: Writing a first-time seller cannot find anywhere else.
Sector notes with nothing live inside them
Your reading of where consolidation is heading in a category, drawn from public filings and published transactions only.
Result: Funds and family offices start the conversation by referring to your note.
A compliance read before every publication
Each draft checked against live mandates and restricted lists, with a record kept of who cleared what and when.
Result: An audit trail if anybody ever asks why a piece appeared that week.
Conference panels and closed promoter forums
A speaker biography and two subjects offered to business family forums and industry bodies, where the audience owns companies rather than advises on them.
Result: Conversations with owners who are years away from a process and will remember you.
Your directors given sectors of their own
Profiles and sector notes for the directors and vice presidents, so coverage does not sit with one person.
Result: Two processes can run at once without the same name on both.
How the result is measured
- Enquiries that name you or came through your profile
- Searches for your name, from Search Console
- Profile views and connection requests from your industry
- Speaking invitations, press enquiries and podcast requests
- Posts published against posts planned, and what held up the rest
Recorded as a baseline before work starts, so every later report has an honest comparison.
How it works
How the work runs for investment bankers
The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.
- 1
Work out whether this is even your bottleneck
The first conversation covers how enquiries reach you today. If the company's own site is the weaker link, that comes first, and we say so.
- 2
Search your own name with you
We look at what a buyer sees today: every profile, old listing and photograph. Some of it you will want taken down, and some of it only you can take down.
- 3
Agree what you will and will not say
The subjects you know cold, the ones that belong to your clients, and the lines your regulator or association draws. Written down before anything is published.
- 4
Rebuild the profiles
The bio page, LinkedIn and the directories that matter in your field, done once and done properly.
- 5
The routine
Interview, drafts, your approval, publication. The interview is the only part that needs you, and it is the part that cannot be skipped.
- 6
Hand it over
The subject list, the drafting notes and the calendar are yours. If you would rather keep it running yourself, that is a fair outcome.
Before you hire anyone
The first thing to do yourself.
It costs nothing, and it shows what a buyer sees before they ever call you.
- Search your own name and your practice or business name in a private browser window, and list the first ten results.
- Open your profile on each major platform and check that the name, photo, description and contact details agree.
- Ask two people who recently chose you what they looked up first, and write down their answers.
Judge any provider
What to ask any agency or ghost-writer.
Useful whoever you choose, including us.
- Who writes my words, and do I approve everything before it goes out?
- Which of my own details and claims will you need to check with me before publishing?
- What will you not write because of the rules my profession follows?
- Whose account do the profiles and the content sit in, and what happens to them if we stop?
- What do you count as a result, and what will you not promise?
Where this fits
Three pieces of sales work, in this order.
GullySales builds every engagement from three pieces of sales work. This page is not one of them, but the same three steps apply to the business behind it.
Step 1
Sales audit
Find where deals are being lost and what to fix first.
Start here if you cannot say where orders are lost.
Step 2
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
Step 3
Sales management
A target, a review routine and someone who owns the number.
Start here if the team has targets and no routine.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Our compliance team will never allow this.
Can I write about a deal after it closes?
Is this not a business done entirely on relationships?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Finance and legal
Personal branding for the rest of the finance and legal.
- Chartered accountants
- Company secretaries
- Corporate and commercial lawyers
- Financial advisers and planners
- Insurance advisers and agents
- Intellectual property lawyers
- Lawyers and advocates
- Loan and mortgage consultants
- Mediators and arbitrators
- Mutual fund distributors
- Tax and GST consultants
- Tax lawyers
- Wealth managers and investment advisers
Or start from personal branding.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.