How Altrata’s BoardEx helped one global management consultant firm find the fastest path to new clients
Client’s goals
A global management consulting firm specializing in world class mentorship needed a precise and effective way to identify and connect with target companies in specific geographies, particularly
within the aerospace and defense sectors. Their aim was to expand their client base, jump on new opportunities quickly, and leverage their existing network to find clients with potential. Their ideal solution could systematically map high-value relationships and proactively seize business opportunities triggered by transitions.
The Altrata difference
Utilizing Altrata, the firm effectively identified target company executives, particularly focusing on Chair and C-Suite roles. The advanced search capabilities allowed them to filter companies by geography and revenue, ensuring prospects were resourced enough to fit the scope of their target client base. The relationship mapping features of Altrata then let them pinpoint overlapping board experiences and identify pathways for introductions through their existing mentor network.
“BoardEx has probably been my most used database since about 2007…it’s the only database that I feel confident is updated regularly. We’ve won numerous deals because I’ve received an alert from BoardEx that there’s a change in CEO or chairman, and we’ve jumped on it quickly.”
Client Relationship Manager, Global Management Consulting Firm
Impact
Altrata significantly expanded the firm’s client base by introducing them to lesser known companies beyond the most obvious prospects. By providing real-time notifications about executive transitions, Altrata enabled the company to swiftly capitalize on emerging opportunities. The platform became the essential first step in their business development process, allowing them to confidently prepare for meetings and engagements with detailed insights that could be acted upon immediately.
- Client: Global management consultant firm
- Region: UK (serves clients globally)
- Altrata products: Altrata’s BoardEx