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.

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 — not 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.