Samples of our work

Please find below a selection of our work with Private Equity (PE) and Capital Investment firms.

  • Challenge: Marketing and sales strategy for their biometrics solutions across the globe.

    Solution: Served as their Fractional CMO to provide leadership to their marketing team.

    • Created their GTM plans

    • Built their social media strategy

    • Trained their sales teams

    • Advised sales on using CRM system more effectively

    • Conducted market analysis on new product offering

    Results:

    • Improved social media campaign results

    • Built out global partner program

  • Challenge: Private Equity firm with technology assets all marketed independently and zero partner programs.

    Solution:

    • Built out channels programs

    • Created GTM program for PE firm consolidation of services and market positioning

    • Market analysis on SaaS Sales Enablement solutions

  • Challenge: Private Equity firm with holding of 10 + healthcare electronic health records (EHR) specializing in dental, orthodontics, optometry, chiropractic, PT, and medical spas. Consolidation of platforms based on best-in-class.

    Solution:

    • Conducted market analysis on EHR platforms

    • Managed technical team for platform assessment

  • Challenge: Private Equity firm with holdings in home services with multiple holdings in pest control businesses in the same market. Wanted to determine if they should consolidate brands or keep separate.

    Solution:

    • Market analysis on pest control services in targeted market.

    • Performed audience research.

    • Created GTM strategy for brand consolidation.

  • Challenge: A Swedish based mining tools company divesting of it’s oil and gas business.

    Solution:

    • Reverse carve out of all IT systems

    • Communications planning

    • Resource Planning

    • Support Services planning

  • Challenge: Post Deep Water Horizon accident, BP divested of the Natural Gas Liquids (NGL) business to build up their legal war chest.

    Solution:

    • Planning for reverse carveout and divestment

    • Resource allocation and planning

This is just a sampling of our work. To learn more about our team and experience, please contact us.

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