Our Solutions

Three Engagements.
One Standard of Excellence.

Every service is designed for the precision demands of private equity. Scoped, deliverable-driven, and tied directly to enterprise value creation, with AI compliance built in.

Service 01
Diligence

Pre-LOI Technical Audit

A comprehensive 10-point technical marketing assessment completed in 10–15 business days. Designed to surface hidden risks before you sign. Includes GDPR pre-LOI diligence for EU-market acquisitions.

Full MarTech stack architecture review
Data infrastructure & attribution quality audit
CRM hygiene and pipeline integrity assessment
Customer acquisition cost verification (true CAC)
Content & SEO technical health check
Paid media account-level efficiency analysis
Marketing org design & capability mapping
Integration risk identification (M&A specific)
Competitive positioning intelligence report
EBITDA impact quantification with exit implications
Request Audit Scope
diligence-report-[company]-REDACTED.pdf
Technical Marketing Audit CONFIDENTIAL
Risk Classification:
MATERIAL EBITDA RISK
Attribution and data quality issues represent unquantified drag on exit multiple
Remediation Pathway Available
100-Day Blueprint addresses root-cause attribution gaps and MarTech consolidation. Specific impact quantified during engagement scoping.

Sample redacted deliverable. Actual reports contain full company-specific data.

100-Day Value Creation Timeline BLUEPRINT
Value Creation Focus EBITDA-Tied Milestones
Service 02
Transformation

100-Day Value Creation Blueprint

A phased transformation roadmap designed for post-acquisition execution. Every initiative is tied to a specific EBITDA driver. No aspirational strategy.

Deliverable-DrivenEvery phase has defined outputs, not just milestones.
Board-Ready ReportingWeekly status reports formatted for IC-level review.
PE-Fluent LanguageKPIs tied to EBITDA, not vanity marketing metrics.
Implementation SupportWe embed with your operator team to ensure execution.
Discuss Blueprint Scope
Service 03
Leadership Audit

CMO & Marketing Leadership Audit

A structured evaluation of marketing leadership capability, org design, and team structure, calibrated to the specific growth stage and PE value creation objectives of the company.

CMO Capability AssessmentEvaluate the sitting CMO against PE growth-stage requirements: skills, strategic orientation, data literacy, and team-building track record.
Org Design & Structure ReviewDiagnose team structure, reporting lines, and role clarity. Surface misalignments between budget, headcount, and growth objectives.
Succession & Hire-Ready SpecificationsDeliver a clear picture of what leadership continuity or replacement looks like, including a PE-calibrated CMO role specification if needed.
AI & Data Governance ReadinessAssess whether marketing leadership has the literacy and infrastructure to responsibly build, deploy, and comply with AI-powered marketing systems.
Request CMO Audit Scope Read Our Perspectives
CMO Leadership Assessment CONFIDENTIAL
Strategic VisionSTRONG
Data & Analytics LiteracyGAP
PE-Stage AlignmentREVIEW
Team Building Track RecordSTRONG
AI & Compliance GovernanceGAP
Key Finding
Current CMO profile is brand-oriented. Company growth stage requires a performance and data-driven operator. Succession planning recommended within 12 months.
Recommendation
PE-grade CMO hire specification provided. Internal candidate identified for interim data & analytics leadership.

Sample redacted deliverable. All assessments are company-specific.