PE-GRADE MARTECH ADVISORY

Aubrey Trask

Founder, MarTech Advisor

Most advisors know M&A or MarTech. Aubrey knows both — and has spent 14 years inside the infrastructure that determines whether a deal's marketing thesis holds.

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Aubrey Trask, Founder of MarTech Advisor

MarTech Advisor exists because the gap between what PE firms need and what generalist consultants deliver keeps producing the same post-close surprises. Attribution that can't be trusted. Stacks built for the last round of growth, not the next. Data that looks governed until someone asks the right questions.

Aubrey Trask built and operated enterprise marketing infrastructure at scale — across global platforms, PE-backed operators, and highly regulated industries — before turning that experience into a specialist advisory practice focused entirely on the deal context. The work is technical, financially framed, and structured for deal velocity: pre-LOI audits, 100-day blueprints, and stack governance reviews designed to surface risk and value creation potential before the wrong assumptions compound.

Northwestern University

MSc Predictive Analytics

McGill University

BA Economic Development

UC Berkeley Haas

Executive Certification

UQAM

PhD Candidate, Cognitive Informatics

AREAS OF FOCUS

Global GTM Strategy & Architecture
P&L Ownership & Capital Allocation
Performance Measurement & Attribution
Data Governance & AI Compliance
PE Due Diligence & Value Creation
MarTech Stack Governance

PUBLISHED ANALYSIS

WORK WITH US

Pre-LOI audits, value creation blueprints, and governance reviews for PE-backed operators.

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