Equity Methods

How can a brand share unequalled performance to stand out in a sea of sameness?



Equity Methods is a national consulting firm specializing in stock-based compensation and other complex securities. Poised for growth, they sought a bold brand expression and communications program to honor their top-rated reputation and showcase their talented team and thought leadership.

Starting with Strategy

Known for their thought leadership and excellent standing within the industry, Equity Methods’ existing website and visual branding trailed behind the company’s shift from a pure product company to a progressive technology-based service provider. With this shift, a change in marketing efforts was needed to support their relational and expertise-driven approach to outreach. We understood their need for a dedicated partner to implement an aggressive calendar with multiple, concurrent outreach programs.

What came next? Click through the items below.


Brand Refresh

Transformed visual brand with a vibrant color palette and custom illustrations to highlight sophisticated thinking. Identified font pairings to create visual hierarchy in communications.


Brand Expression

Applied the brand identity to materials for internal use and outreach, including printed thought leadership publications, conference booths, and social media post graphics.



Enhanced web presence with a refreshed brand, responsive design, and a robust knowledge management filtering system.


Employee Experience

Designed employee appreciation day shirts and materials for use at corporate retreats.


Thought Leadership Direct Mail

Managed direct mail design and production for thought leadership publications sent to clients. Packages included branded envelopes containing booklets and personalized letters.

Branded Materials

A bright engaging color palette, sophisticated custom illustrations, and crisp layouts delivered complex details and techniques with clarity and spirit.

Continuing Our Client Relationship

Equity Methods’ brand evolution has increased the aesthetic and tactile appeal of its thought leadership and—combined with augmented marketing automation and inviting direct mail campaigns—created timely and far-reaching audience connections. Additional support includes trade show and conference materials and environments, recruiting videos, and enhancing the employee experience through branded retreat graphics and apparel.

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