Firms We've Advised
Our Value Creation Framework
- Analyze existing channels and programs to understand impact on revenue.
- Evaluate the potential to scale demand generation across all channels.
People & Org Structure
- Evaluate current marketing team, skill gaps and resource needs.
- Identify ideal marketing team structure and hiring roadmap to get there.
- Analyze current marketing technology stack, costs and capabilities.
- Recommend cost-efficient marketing stack required to scale faster.
Integration & Inefficiencies
- Understand overall marketing operational structure across multiple business units.
- Build a plan to integrate marketing organizations and capture efficiencies.
- Evaluate existing marketing budget, and establish if company is over- or under-resourced.
- Recommend marketing budget required to hit sales projections in investment thesis.
Insights We Offer
Acquisition Funnel Analysis
Deep-dive analysis of the full marketing funnel from website visitors to Closed-Won, through every stage—MQL, SAL, PQL, SAL.
ROI Breakdown by Channels
Identification of channels that are clear winners and need more budget to scale, based on the impact on revenue and performance against Acceptable Cost / MQL.
Scalability Potential of Paid Media
Insights on paid media campaigns with the highest pipeline ROI. Profitably drive demand using historical data, and reallocate spend from inefficient campaigns.
Integration & Efficiencies
Identification of key areas for efficiency to scale marketing performance while reducing and optimizing spend.
Team Structure Recommendations
Analysis of current team structure efficiency, and identification of core roles you need to fill to scale marketing.
Marketing Budget Adjustment
Understanding of the marketing budget you need to hit booking targets, the timeline and detail of investment adjustments across all marketing channels and activities.
Ideal Private Equity Partners
Marketing is core to investment thesis
Drive growth for acquisitions where Marketing is critical to the value creation plan and growing top-line revenue.
Recent portfolio M&A transaction
Hit the ground running with marketing and demand generation in the first 100 days of a transaction.
In need of Marketing Operations partner
Get marketing expertise to support portfolio companies if you lack the right marketing skillset in-house—especially on digital channels.