The Key to Pre- and Post-Acquisition Success in Private Equity Marketing

&Marketing, and marketing, outsourced marketing strategy

Written By &Marketing

On June 14, 2023

The Key to Pre- and Post-Acquisition Success in Private Equity Marketing

And Why More Firms are Outsourcing to a Team of Digital Experts to Do It

In the ever-evolving world of marketing, it can be hard to keep up. But when you’re investing your time and money into a new company, you don’t have the luxury of ‘figuring it out as you go.’ Today’s complex digital ecosystem poses new challenges and opportunities that require fresh, independent perspectives and data-driven decisions. And in order to create a strategy that connects, engages, and inspires the right audiences in the right places, you need to put in the work initially.

That’s where an outsourced private equity marketing team comes in — equipping you with a team of experts led by a seasoned executive to own the creation and execution of your entire strategy. Curious how it works? Here’s everything you need to know about developing and deploying a private equity marketing strategy that will ensure a successful future for your portfolio company.

What is Private Equity Marketing?

Private equity marketing is more than just having a digital presence; it’s translating a deep understanding of your portfolio company’s customers, your competition, and your market into an actionable plan that positions you for faster growth and long-term success. So whether a private equity firm is looking for pre-acquisition advisory or post-acquisition planning, it all starts with a digital deep dive to uncover the truth behind the numbers and get clarity into the investment. Without it, your long-term private equity marketing strategy will be built on a precarious foundation.

Once that strategy is built, the next step is execution. This means preparing all the necessary marketing materials, creating digital assets and deploying on predetermined platforms, monitoring performance, and reporting on all established KPIs. Having a private equity digital marketing team that is not only expertin the necessary platforms and tools, but also understands how to build content that informs, inspires, and excites makes all the difference. These experts will blend bold creativity with sharp practicality to ensure the best results from your campaign, offering full transparency and guidance into the results to help you make effective adjustments along the way.

Finally, having a full team that brings these two phases together – strategy & execution – seamlessly is another major component to a successful private equity marketing strategy. This is why more and more firms are relying on outsourced marketing services that provide both a Fractional CMO to lead their digital due diligence and a team of digital marketing experts to see it through to fruition. This dynamic eliminates the risk involved in adding another point of responsibility which requires additional handoffs and external communication.

Why Do I Need Private Equity Marketing Services?

While pursuing a new acquisition, there are a handful of common problems that private equity firms may face:

  • The emergence of new trends or changes in the market that impact the portfolio company’s business model
  • The current marketing team lacks the experience or leadership to successfully bring the company into the digital age
  • The company is underperforming against its competitors and targets
  • The company needs a fresh outlook and executive-level insights into the company’s processes, commercial tactics, and strategy
  • The company’s marketing has been merely a part-time effort up until this point
  • The firm wants to accelerate the company’s growth post-acquisition and needs someone to lead those efforts
  • The company has strong executive leadership in place but needs a team of digital marketing experts to execute

What to Look for in an Outsourced Private Equity Marketing Team

Outsourced private equity marketing services offer a more flexible and efficient way to get your portfolio company on the right track, so that when it is ready to hire full-time people, it will have solid processes in-place. An experienced agency will help make the transition a lot more seamless by developing the right organizational structure and hiring the right people for long-term success.

Here’s what you should look for in a private equity digital marketing team:

  • Full Strategy & Execution with a Fractional Mindset
    • The ability to provide pre- or post-acquisition advisory through hybrid or on-demand models, allowing you to delegate full responsibility in only the areas you need it most.
  • Battle-Tried & ROI-driven Leadership
    • A fCMOs that brings proven experience both on the agency side and in leading a strategy to the creation and execution of your growth plan
  • Digital Expertise
    • A digital-first CMOs and marketing teams that are seasoned experts in practical execution to help you maximize the best solutions for growth in today’s digital age.
  • Personalized CMO Selection
    • The chance to meet and interview your potential fCMO and digital marketing team prior to your commitment, so you can find the right fit for your niche offering, industry, and goals.
  • A Flexible Engagement
    • An engagement that is flexible, or “on-demand,” allowing you to navigate the important phases of the acquisition with support that’s on your terms.

To learn more about the benefits of outsourcing your private equity marketing services, or how &Marketing can help take your private equity digital marketing strategy to the next level, contact us today.

 

About the Authors

As the Founder & CEO of &Marketing (www.and-marketing.com), Raj and his team strive to provide growing businesses unparalleled marketing strategy and execution services. Raj has more than two decades of experience in B2B and B2C marketing, sales, & strategy. He has led nearly 100 high-profile marketing strategy projects for Global 100, mid-sized clients, and SMBs, plus over a decade with General Electric and General Mills. He is a sought-after advisor and facilitator, with experience across five continents. He is known for bringing the best of ‘big company’ marketing and strategy to smaller companies without the baggage, his bias for practical implementation, and his unrelenting customer focus.

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