Strategic Marketing Consulting for Private Equity Firms

Differentiate your private equity firm to attract your ideal portfolio companies. There are  many choices for capital. Let Marketri help to tell your story and stay top-of-mind with top companies within your strategic vertical markets.

Marketing Services for Private Equity Firms

People working in a lobby

1. Messaging & Positioning

Private Equity firms have historically not put much effort or investment in building their brands. Does your brand story sound similar to others? Standing out in a very crowded private equity market is a challenge.  Marketri performs marketing due diligence to understand our clients’ differentiators and develops compelling brand narratives to lift them above the rest.

Learn More >

2. Value Creation Team/Fractional CMO Services

Marketri Fractional CMOs can be a member of your value creation team.  We work with high growth companies to transform their marketing functions from cost centers to profit centers.  Having a predictable revenue funnel with an increasingly lower CAC brings measurable value to companies. Let our experienced CMOs help to transform your portfolio companies’ marketing functions to lean, mean revenue-generating machines.

Learn More >

3. Outsourced Marketing

When there’s a sense of urgency to drive results from marketing, creating a team from scratch can be a long, hit-or-miss process. This is why high growth companies turn to Marketri’s outsourced marketing services to tap proven talent and best practices to drive and optimize their programs. We drive results faster.

Learn More > 

B2B Strategic Marketing Guide

You can’t afford to waste resources on marketing that doesn’t get results. Our Guide explores common options for companies that want to make the most of their marketing spend.

Marketing Challenges for Private Equity Firms

With our agile team and profit-centered approach, see how Marketri addresses common challenges for Private Equity Firms like yours.

people climbing a mountain

Marketri has vast experience planning and implementing effective marketing programs tailored to diverse companies. Marketri completely owns your growth strategy and execution across your portfolio with our Fractional CMO and Fractional CGO service models.

Marketri strikes while the iron is hot and helps you seize your window of opportunity. We partner with directors and managing partners to efficiently create brand awareness and help generate top-line growth.

Our strategic marketing plans and profit center marketing consulting increase portfolio company valuations and bring advantageous liquidity events. Every recommendation we make is based on years of successful implementation and best practices we’ve refined along the way.

We understand your
business.

Marketri has already conquered the challenges you have yet to face. We’ve worked with a wide range of clients and have developed best practices that can guide your firm to marketing success.

We are fortunate to have Marketri working closely with us on our strategic marketing efforts. They understand both the possibilities and potential of digital marketing as well as the needs of a company to grow at its own pace into a full digital platform. Marketri is driving us steadily in the right direction.

CEO & Founder

The branding deliverables exceeded expectations and are an accurate depiction of the partner’s business. What’s more, it was well-received by stakeholders and members. The Marketri team consistently met deadlines and effectively communicated. Overdelivery and reliability are hallmarks of their work.

Bob Solarz

Executive Director, Delaware Valley Trusts

The company has seen significant growth in the number of leads they generate. They’ve acquired over 500 new leads in the past 12 months, thanks to Marketri’s help. The team has also been instrumental in helping the business understand the value of digital marketing efforts for the firm’s success.

Terry Baker

VP of Sales and Marketing, Fresc-co System USA

The team delivered a thorough strategy to refine marketing activities and optimize resource expenditures. Marketri dedicates competent resources that effectively support internal teams. By knowing the company and leveraging networks, the team is able to provide insightful suggestions and services.

 
 

Sabine Hoover

Director of Marketing Strategy & Insights, FMI

The client's efforts yielded over $5 million of opportunities annually for the company, meeting their goals and expectations. Marketri challenged the company and, through aggressive objectives, worked with cohesion with the rest of the teams.

 
 

Ron Stupl

SVP & COO, Due Diligence Firm

I was promoted this year to a role that requires more focus on sales, and my organization connected me with Debra to help me develop my focus and effectiveness in the market. I found her to be warm, knowledgeable, encouraging, and an attentive listener. By asking the right questions and providing just enough (but not too much) structure to our work together, she helped me to realize interests and opportunities, and identify strategies that I hadn't been using. I would recommend Debra to anyone who needs a thinking partner in sales. and marketing, regardless of industry

Carey Gallagher

Principal, CFAR

I had the pleasure of collaborating with Marketri on a website relaunch and ancillary collateral for our shared client. From the first phone call, I was impressed by Deb’s growth marketing insights and outstanding client relationship management. Marketri’s messaging statement and other assets served as invaluable resources throughout my drafting process.

During revisions, Deb’s strategic suggestions focused our targeting and strengthened the copy. I leave this first Marketri collaboration with greater confidence in my communication skills, both on creative presentation calls and in delivering written B2B marketing messages. Deb has a calming, positive, professional manner and consistently goes above and beyond.

Jackie Julie

Content Candy

Marketri set the foundation for a solid marketing strategy and helped the client implement useful platforms. The team had effective communication through stand-up meetings that helped with goal alignment. Moreover, they were resourceful, adaptable, and integrated well with the client’s team.

Suzi Sosa

Co-Founder & CEO, Verb Inc.

The company has seen significant growth in the number of leads they generate. They’ve acquired over 500 new leads in the past 12 months, thanks to Marketri’s help. The team has also been instrumental in helping the business understand the value of digital marketing efforts for the firm’s success.

Terry Baker

VP of Sales and Marketing, Fresco Systems USA Inc.

The team delivered a thorough strategy to refine marketing activities and optimize resource expenditures. Marketri dedicates competent resources that effectively support internal teams. By knowing the company and leveraging networks, the team is able to provide insightful suggestions and services.

Sabine Hoover

Director of Marketing Strategy & Insights, FMI

The branding deliverables exceeded expectations and are an accurate depiction of the partner's business. What's more, it was well-received by stakeholders and members. The Marketri team consistently met deadlines and effectively communicated. Overdelivery and reliability are hallmarks of their work.

Bob Solarz

Executive Director, Delaware Valley Trusts

Marketri drove fantastic results. Their email marketing efforts saw a substantial ROI, and their SEO initiatives have significantly boosted the client’s search rankings. They’re able to move quickly while delivering extremely effective marketing materials. They’re a highly-skilled, data-driven team.

David Lewis

CEO, 8020 Consulting

The client's efforts yielded over $5 million of opportunities annually for the company, meeting their goals and expectations. Marketri challenged the company and, through aggressive objectives, worked with cohesion with the rest of the teams.

Ron Stupi

SVP & COO, Due Diligence Firm

I was referred to Debra through a friend/colleague and as advertised, she has been excellent in helping me identify gaps in my marketing strategy and how to engage my audience better. She's been very attentive to what Anthem is trying to accomplish and building a long-term strategy to help us get our message out. I would highly recommend Debra to anyone looking for a fresh, considerate approach to their strategy.

Scott Smith

Co-Founder and Managing Director, Alpha Infrastructure Partners, LLC

Debbie is a triple marketing threat, with the passion, the strategic thinking, and the experience to coach marketing departments to superstardom. She is a breath of fresh air to A/E/C firms that struggle with the sheer breadth and complexity of today's marketing landscape.

Kate Neilson

Director of Marketing Operations, Hound Labs

Resources for Private Equity Firms

icon

Subscribe to the Marketri Blog to receive updates on our latest insights, services, and resources for high-growth companies.

Subscribe to Our Newsletter