How a PE Firm Drove $4.2M in Portfolio Value by Optimization

How a PE firm drove $4.2M in portfolio value through marketing optimization

$4.2M

Value created across portfolio

Companies optimized through ongoing advisory

28%

Avg EBITA lift from marketing efficiency

The 5-step framework

Audit marketing across all portfolio companies

Conducted independent marketing audits for all 6 portfolio companies, evaluating spend efficiency, agency performance, channel ROI, and team capabilities. Built a standardized scorecard to compare performance across holdings.

Before Little to no visibility into marketing performance across portfolio

Result Standardized marketing scorecard for all 6 companies

Identify cross-portfolio waste and overlap

Found that 4 of 6 companies were using different agencies for similar services at wildly different rates. Two companies were running campaigns targeting the same audience against each other.

Before Each company managed marketing independently

Result $1.1M in consolidated savings identified

Build company-specific optimization roadmaps

Created tailored 90-day marketing optimization plans for each company, prioritized by impact and ease of implementation. Each roadmap targeted the highest-leverage changes first.

Before Generic marketing advice across holdings

Result 6 custom roadmaps with clear ROI projections

Consolidate vendors and negotiate leverage

Consolidated agency relationships where it made sense, renegotiated contracts using portfolio-level volume, and eliminated redundant tools and subscriptions across companies.

Before 11 different agencies across 6 companies

Result 4 agencies, better terms, stronger accountability

Implement portfolio-level marketing governance

Established quarterly marketing reviews at the portfolio level with standardized reporting. Each company now reports against the same KPIs, making performance comparison and value creation tracking consistent.

Result $4.2M in total value creation, 28% avg. EBITDA lift