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.



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.

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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.

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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.

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

Strategic Positioning and


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.

Outsourced 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 outsourced 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
outsourced 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

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.

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.

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

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