Strategic Marketing for Private Equity Firms

It takes a strategic approach and thoughtful positioning to attract the ideal
portfolio companies and drive their growth. Marketri crafts a compelling
story and a go-to-market strategy and plan that keeps you front and center
with top companies and accelerates their growth.

START GENERATING TOP-LINE GROWTH

Marketri understands the challenges facing private equity firms

With more competition for a limited number of A+ companies that are ripe for sale or investment at any given time, your PE firm is under more pressure than ever to seize opportunities when you can. Deal flow continually ebbs and flows across different sectors, making it challenging to deploy your capital effectively on new portfolio companies or bolt-on targets. And a volatile economic environment marked by fluctuating capital costs makes it more complicated to structure the best deals and manage a portfolio for the highest ROI.

Meanwhile, you need to ensure your portfolio companies are growing at the pace you expect. It takes a thoughtful, strategic approach to keep your PE firm visible and relevant with target companies and keep your portfolio businesses growing aggressively. That’s exactly what Marketri provides. We understand the PE landscape, how to position PE groups in a way that resonates, and how to build your business quickly and predictably.

High-growth private equity firms recognize that strategic marketing is a must-have for driving greater growth, faster. Whether you’re attracting new portfolio companies, in search of bolt-on opportunities, or trying to grow your portfolio businesses more aggressively, Marketri will help you achieve your goals.

Your portfolio will soar with our strategic marketing

Our Marketri Momentum Model (M³) is the framework that sets it all in motion.

We conduct research-based discovery for a deep understanding of your business and your industry, then develop a custom marketing plan that’s grounded in strategy and aligned with your goals. Our experienced team executes your strategic marketing plan flawlessly, attracting A+ companies and helping them to grow and thrive on a fast track.

DISCOVER HOW OUR APPROACH DRIVES BETTER RESULTS

Marketri drives growth for your PE firm

Marketri is the strategic partner that delivers everything you need to turn
marketing into a growth accelerator and revenue generator, both for you and
your portfolio companies.

Value Creation Team

The experienced strategists at Marketri become an
integral part of your value-creation team. Our
Fractional Chief Marketing Officers (CMOs) work with
your leadership to transform your marketing function
into a powerful value creator and a lean revenue-
generating machine. By building predictable funnels
that drive down the customer acquisition cost (CAC) for
your portfolio companies, we bring measurable value to
each of those businesses and boost their marketing
ROI.

Strategic Positioning and
Messaging

PE firms often struggle to develop a brand story that not
only stands out but connects with ideal prospects.
Through research-based discovery and assessment, we
dig deep to determine what distinguishes you from
other PE groups. Then we develop a compelling brand
narrative that will differentiate your firm and attract
target companies.

Fractional Marketing Model

When there’s urgency to driving growth, attempting to
build a marketing team in-house can be a long and risky
proposition. That’s why growth-minded private equity
groups employ our fractional marketing services. It’s
the proven way to access best-in-class marketing
resources without hiring and managing a big staff—
enabling you to achieve better results, faster. Our
fractional model applies just the right skillsets and
resources your marketing plan needs at any point,
focusing much more of your budget on marketing
execution that accelerates your growth and yields a
high ROI.

Discover the power of strategic
marketing

Your PE firm can’t afford to waste resources on marketing that doesn’t get
results. Our guide explores how to make the most of your marketing spend.

Download the GUIDE

Why private equity groups choose Marketri

When you’re trying to attract new portfolio
companies or targets you can bolt onto an existing
portfolio company, you can’t afford to waste time and
budget on marketing that doesn’t work. And when it
comes to growing those businesses, time is of the
essence. PE groups that are serious about driving
faster growth turn to the financial industry experts at
Marketri. Our team will develop and execute a plan
that delivers measurable value to your business,
speeding your growth and boosting your
marketing ROI.

SCHEDULE A MEETING WITH OUR CEO

Our Clients Say It All

We are thrilled with the work that Marketri has done, and more importantly, the leads they have generated. From revamping our social strategies to building our website to producing media opportunities and brand videos, we’ve seen measurable results all around. We’re impressed with the team’s expertise, and we’ve really enjoyed working with them as well.

Gary Hutchinson

President, Modality Solutions

It’s been a seamless integration, where we feel like the Marketri team is another department in our organization, and it’s not at all like a vendor-customer relationship. We’re working toward a common goal, side by side.

James Street

CEO, Epoch Solutions Group

Marketri set the foundation for a sold marketing strategy and helped us implement useful marketing tech platforms. The team had effective communication through stand-up meetings that helped with goal alignment. Moreover, they were resourceful, adaptable, and integrated well with our team, while driving results.

Suzi Sosa

CEO & Founder, Verb Inc.

Marketri has become our trusted source for market research and outreach recommendations that are helping us accomplish our marketing goals,” says Holly Johnson, chief of staff. “We have better brand awareness, a stronger online presence, and the infrastructure to do proactive marketing, and we’re building a stronger pipeline.

Holly Johnson

Chief of Staff, Chesapeake Corporate Advisors

B.F. Saul Insurance has worked with Deb Andrews, Katie Bergmann and the Marketri team for the last few years. Their expertise ranges from website/SEO, branding, ad campaigns, and events. I would highly recommend them – smart team with amazing ideas, proactive advice centered around the ROI, great listening skills, accountable, and a willingness to think outside of the box. Consummate professionals.

Jason Jones

President, B.F. Saul Insurance

Scrubbed has worked with Deb Andrews, Trisha Gallagher, and the rest of the Marketri team for the past 3 years now. It won’t take much to research and compare what our brand looked like before Marketri, and how it looks like now. Spoiler Alert – a huge difference in look and feel. Marketri witnessed Scrubbed’s growth these past few years and it has been a fantastic experience working with them. I strongly recommend talking to Deb Andrews about your growth needs.

Vince De Leon

Chief Technologist, Scrubbed

We’ve worked closely with the CEO, Deb Andrews, as well as a member of her very knowledgeable team. The company I previously worked for hired on Marketri as a fractional CMO to design and implement an effective marketing program to boost brand awareness and bring in new clients. Not only that, they acted as mentors to me (Marketing Coordinator at the time) and it was the best experience for my professional career. I would recommend them for any company open to starting or transforming their marketing program!

Dejah Knox

Marketing Manager, B.F. Saul Insurance

Marketri’s due diligence, insight, and strategies have been a beacon for us to showcase our services. Their redesign of our website and modifications to our CRM were handled with tenacity and a forward-thinking structure—both are great examples of their commitment to clients and strategies that bolster the client’s goals. All of this has made them a valued extension of UC Alternative.

UC Alternative

CASE STUDIES