Private Equity’s Marketing Transformation Partner
Marketing Was Never Built for Private Equity — That’s Why It Burns Cash
Reclaim the EBITDA your marketing function is leaking.
The Hidden Cost of Misaligned Marketing in PE-Backed Companies
If you’ve ever looked at marketing and thought: “What are we spending all this money on?” — you’re not alone.
Marketing spends a lot — but proves very little. So it’s usually first on the chopping block.
Sponsors try to fix it with a new CMO, a better agency, or a bigger consulting firm. But nothing changes — because none of those fix the real problem.
Marketing was built for long-term brand building — not 5-year holds. It was made to drive awareness, not EBITDA.
Trying to make it work under PE pressure is like racing a Toyota Corolla in Formula 1. It’s just not built for that level of performance.
The result?
Millions in EBITDA left on the table.
No financial clarity. No trust in the numbers.
Marketing becomes a risk at exit.
Growth is expensive, inefficient, and unsustainable.
The truth is, marketing doesn’t need better execution — it needs a better system. One engineered from the ground up to perform under PE conditions — and serve your investment thesis.
Think FP&A — but for marketing.
So that’s what we built.
And it’s already helped firms:
Unlock $1.9M–$5.4M in EBITDA
Reduce CAC by 25–40%
Boost marketing ROI by 40–70%
Improve exit multiples by 20%-30%
Investment-Grade Marketing™
A financial operating system for marketing — built to perform under PE pressure and support your value creation strategy.
It works with your existing team and tools — translating marketing activity into forward-looking financial models you can trust, measure, and scale.
It gives the marketing function the financial discipline, transparency, and accountability needed to:
- Support the investment thesis
- Improve EBITDA and cash flow
- Contribute to enterprise value at exit
Your team keeps doing what they do best — now fully aligned to the value creation plan.
In short: It makes marketing measurable, accountable, and investable — just like every other part of the business.
Applied Before Or After You Write The Check
Pre-Close
Due Diligence
Post-Close
Value Creation
Pre-Sale
Exit Readiness
What makes us different?
Traditional marketing methods
No clear link to EBITDA
Long timelines, soft metrics
High spend, low proof
Vanity Metrics
Built for Fortune 500s
Investment-Grade Marketing™
Boardroom-ready reporting
Sub-90 day Time to Value
Capital efficient & accountable
Boardroom-ready reporting
Built for Private Equity