Deal Teams & Operating Partners
How much cash did marketing burn today?
Find out how much EBITDA your portfolio companies are leaving on the table — and reclaim it, fast.
Private Equity’s Marketing Transformation Partner
Our marketers have experience working with top companies
Marketing Was Never Built for Private Equity
Portfolio company marketing burns cash.
Not because the teams are bad — but because traditional marketing is built for long-term brand building, not 5-year holds.
The result?
Marketing budgets justified by soft, vanity metrics
Uncontrolled rising customer acquisition costs
Limited visibility makes marketing feel like a money pit
In other words, using traditional marketing in PE-backed companies is like racing a Toyota Corolla in Formula 1 — it’s just not built for that level of performance.
What are your options to fix it?
Internal teams tell you that more creative freedom and flexible budgets can fix everything.
Consulting firms hand you strategy decks that collect dust.
Marketing agencies chase clicks and views, not EBITDA.
Private equity needs a purpose-built solution.
That’s why we designed one from the ground up — to make marketing a measurable driver of revenue, EBITDA, and enterprise value in private equity-backed companies.
Brings Your Firm Even Greater Returns
Introducing… Investment-Grade Marketing™
The only marketing methodology built specifically for private equity.
Transform marketing into a precise, measurable driver of revenue, EBITDA, and exit multiples.
With Investment-Grade Marketing™, you get:
Revenue Growth: Strategies proven to boost sales.
EBITDA Improvement: Reduce acquisition costs and grow customer lifetime value.
Higher Valuations: Marketing systems designed to increase exit multiples.
This isn’t marketing as usual. It’s marketing rebuilt to meet private equity’s exacting financial standards.
No fluff. No vanity metrics. Just reliable, measurable financial performance.
How it works
A Proven, Structured Approach
Investment-Grade Marketing™ delivers predictable financial outcomes through a repeatable, actionable process:
- Rapid Diagnostic: Quickly uncover hidden EBITDA opportunities and marketing inefficiencies.
- Strategic Roadmap: Tailored, practical plan for immediate and sustainable EBITDA growth.
- Implementation & Execution: Hands-on guidance to rapidly translate strategy into measurable financial results.
- Continuous Optimization: Systematic refinement to drive ongoing growth in revenue, EBITDA, and valuation—ensuring maximum exit value.
A clear, measurable methodology purpose-built to match private equity’s speed and financial discipline.
Applied Before Or After You Write The Check
Pre-Close
Due Diligence
(3-4 weeks)
A 360 degree view of the marketing function. Analyzed and stress-tested for financial impact. From CAC efficiency and retention to channel scalability, we identify hidden risks and untapped growth levers to ensure marketing supports the investment thesis and drives post-close value creation.
Post-Close
Value Creation
(90+ days)
Every aspect of the marketing function is assessed, optimized, and aligned with PE growth targets. From customer acquisition and retention to spend efficiency and tech stack optimization, we create a high-performance marketing engine that scales with the business and maximizes valuation.
Pre-Sale
Exit Readiness
(90+ days)
Document and optimize every component of the marketing function to showcase scalability and predictability. From demand generation and customer retention to brand positioning and revenue attribution, we ensure marketing strengthens the exit narrative, boosts buyer confidence, and maximizes valuation.
What makes us different?
Traditional marketing methods
Built for 30-year timelines — not 5-year holds
No Clear Link to Financial Outcomes
Marketing function acts as a cost center
Too Much Waste, Too Little ROI
Gut feelings or long-term brand bets
Investment-Grade Marketing™
Engineered for private equity investment timelines
Ties directly to revenue, EBITDA, and valuation growth
Turns the marketing function into a profit lever
Marketers that think like investors
CAC is optimized and predictable