Fractional CMO for Private Equity

Private equity firms invest in businesses with the potential for significant growth and long-term value creation. While financial engineering and operational efficiencies are critical, marketing is often the overlooked lever that can unlock scalable growth, improve valuation, and accelerate exits.

I help PE firms ensure their portfolio companies have a marketing function that is not just an operational necessity, but a high-performing growth engine.

Why Marketing is Critical for Private Equity Investments

At the PE level, marketing is not just about lead generation—it is about strengthening market position, increasing brand equity, and ensuring sustainable, measurable growth. A well-structured marketing function directly impacts key value drivers, including:

• Revenue growth acceleration – Optimising customer acquisition and retention to improve top-line performance.

• Brand positioning and market differentiation – Enhancing visibility and competitive advantage to drive higher valuations.

• Operational efficiency in marketing functions – Ensuring marketing teams, budgets, and processes are structured for long-term scalability.

• Stronger exit positioning – A robust marketing strategy makes a company more attractive to buyers and investors.

How I Support Private Equity Firms

I work closely with PE firms and their portfolio companies to assess, refine, and optimise marketing strategies, ensuring they align with broader business objectives and deliver tangible financial impact.

For Private Equity Firms

• Marketing due diligence – Assessing the scalability, effectiveness, and efficiency of a company’s marketing function pre- or post-acquisition.

• Growth acceleration planning – Developing marketing roadmaps that align with the firm’s investment thesis and value creation strategy.

• Brand and market positioning – Ensuring portfolio companies have a distinct, competitive presence that enhances their market value.

• Exit strategy marketing – Strengthening brand narratives and visibility to improve attractiveness for future buyers or investors.

For Portfolio Companies

• Strategic marketing audits – Identifying gaps, inefficiencies, and opportunities to improve marketing effectiveness.

• Scalable demand generation – Optimising performance marketing, customer acquisition, and conversion strategies.

• Marketing team and operations structuring – Ensuring the right people, processes, and tools are in place for long-term success.

• Market expansion and brand elevation – Helping businesses reposition, rebrand, or enter new markets effectively.

Marketing as a Value Creation Lever

Private equity-backed companies often focus heavily on financial and operational improvements, but marketing is one of the most direct paths to revenue growth and enhanced valuation. A well-structured marketing strategy de-risks investment, ensures scalability, and increases the likelihood of a high-value exit.

If you are a PE firm looking to maximise the impact of your portfolio companies or a business preparing for investment, let’s talk.