Most PE portfolio companies are running marketing without a clear strategy, without proper measurement, and without the senior expertise needed to hold their agencies and internal teams accountable. This represents a significant and often untapped source of value creation.
I conduct a full marketing audit across each portfolio company and deliver both individual company reports and a consolidated portfolio-level view. I identify the biggest opportunities across the portfolio, flag the highest-risk marketing spend, and build a standardized performance framework that allows you to track and benchmark marketing across all holdings.
Where portfolio companies operate in adjacent markets, I identify opportunities for shared resources, consolidated agency relationships, and unified brand architecture that can reduce costs and accelerate growth across the portfolio.
Following the initial audit, I offer ongoing advisory to the portfolio at the holding company level, providing quarterly performance reviews, strategic guidance for individual companies, and support for marketing decisions that affect enterprise value.