PRIVATE EQUITY & PORTFOLIO OPERATORS

Marketing diligence. Portfolio orchestration. EBITDA impact.

Most portfolio companies inherit a paid-media setup that worked for the founder and stops working under sponsor pressure. We run post-close marketing diligence, rebuild the ad-account architecture, and orchestrate paid media across the portfolio so winning creative concepts and bidding strategies travel from one holding to the next.

POST-CLOSE DILIGENCE

First 100 days.

Audit of every paid-media account at acquisition
Pixel and CAPI hygiene assessment (most are broken)
Attribution architecture review
Spend re-baselined against the new financial model
Vendor consolidation analysis (3–5 agencies typically overlap)

PORTFOLIO ORCHESTRATION

Ongoing operating partner support.

Cross-portfolio creative-test sharing
Centralized reporting roll-up to value-creation teams
Per-holding budget allocation tied to EBITDA goals
Consistent measurement framework across all holdings
Operator dashboards, not agency dashboards

HOW WE WORK WITH SPONSORS

Acquisition Diligence

Pre-close media audit and post-close 100-day playbook. Identify wasted spend, broken tracking, and quick-win optimizations before the deal closes.

Cross-Holding Tests

Winning creative concepts and bidding strategies travel between holdings. One brand's hook becomes a portfolio-wide template.

Operating Partner Reporting

EBITDA-impact framing. Monthly portfolio call decks. Outlier flagging across holdings so the operating team knows where to focus.

Centralized Reporting

Per-holding spend, blended portfolio CPA, vendor consolidation savings. One dashboard for the whole book, not twelve agency PDFs.

HOW WE MEASURE

Revenue per dollar of paid media. Per holding. Per portfolio.

Sponsor-grade reporting frames every paid-media dollar against the deal model, not against last month's clicks. We track revenue contribution per holding and roll it up to a portfolio-blended view that maps directly to value-creation goals.

Revenue contribution per dollar of paid media, per holding
Portfolio-blended CPA vs deal-level financial model
100-day post-close lead-volume and CPA delta
Vendor consolidation savings
Cross-holding test wins (concepts that travel)

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Private Equity Strategy

How we run paid media for PE-backed portfolios

Marketing diligence, EBITDA-impact framing, and cross-portfolio orchestration. Built for PE-backed operators and lower-middle-market roll-ups.

Pre-close marketing diligence+

Quick-look diligence for LOI-stage targets within seventy-two hours. CAC, LTV, channel concentration risk, and pipeline-velocity assessment. Red flags surfaced before financial diligence is wasted.

One-hundred-day plan+

Quick-win audit and stand-up for Day-30, Day-60, Day-90 milestones. Tracking integrity, channel-architecture cleanup, and team or vendor decisions sequenced for measurable EBITDA impact.

Cross-portfolio orchestration+

Vendor consolidation, MarTech-stack standardization, and shared playbooks across portfolio companies. Group-discount negotiation with media platforms and vendors. Best-practice library maintained centrally.

EBITDA-impact framing+

Every marketing recommendation translated into EBITDA, FCF, and exit-multiple impact. Portfolio dashboards showing marketing contribution to enterprise value, not just channel KPIs.

Exit-readiness marketing audits+

QofE-grade marketing data preparation. Cohort-revenue cleanliness, channel-attribution defensibility, and pipeline-quality documentation that holds up in buyer diligence.

Platforms we run on

Google Ads