Digital Marketing for Private Equity Portfolio Companies

PRE INVESTMENT DIGITAL MARKETING & GROWTH OPPORTUNITY EVALUATION SERVICES

An often overlooked key ingredient to making or breaking an investment is digital marketing. Most private equity groups excel at analyzing and assessing investment opportunities as a whole but either don’t have the expertise in or don’t put enough emphasis on evaluating a company’s website, social presence, digital marketing efforts and online reputation.

Know the current health of and quantify the opportunity of a company’s digital presence before you invest

Our experts in digital marketing conduct in-depth due diligence on a company’s entire digital presence to get answers to important questions before you even write-up a LOI.

Get answers to questions like:

Does having X number of Facebook likes, Y Twitter and Z Instagram followers translate to new or repeat business? Is there an opportunity to get more from social media efforts?
How positive is the company’s online reputation? How much effort and what needs to be done to steer things into a positive direction?
Has the company reached their ceiling in paid search or is there a large opportunity to grow? How much spend is being wasted? What is the Lifetime Value of a customer acquired from paid search?
Are there any issues with the website that need to be addressed? Is tracking properly setup?
What needs to be done to acquire additional non-paid traffic? What additional content and assets will make the biggest impact on gaining new traffic and sales?
Are email campaigns positively impacting sales goals?

What can you expect to do with the information we provide you?

Create realistic expectations for the evaluated company’s growth. In fact, we provide expected results you can anticipate from a sound digital marketing strategy.
Adjust your LOI and bid amount based on our findings.
Confidently pass on the engagement altogether.

We’re your secret weapon for uncloaking the hidden opportunities and red flags of a potential acquisition or investment BEFORE you invest

Get a full and clear picture of how your target investment is doing in Digital. Know the current and potential value of their online presence before you make an offer.

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Some of the PE Funds We’ve Worked With

POST INVESTMENT DIGITAL MARKETING EVALUATION AND PLAN

With so many PE firms chasing the same companies, acquisition prices are being driven ever higher due to simple supply and demand. We understand this creates even more pressure to quickly start seeing returns, even from brand new investments and acquisitions.

We often hear PE groups say: “There’s so much to do and so little time”

Whether your company or companies are trying to tackle digital marketing on their own or have in-house or agency help, they’re likely in need of a better digital marketing strategy and more direction. This is where we come in.

Our Comprehensive Digital Marketing Plan is perfectly tailored to uncover all digital marketing opportunities, areas for growth and efficiency improvements. The plan itself can be delivered/presented to your company for them to implement, or if you hire our team of experts to implement the plan, we’ll apply your full investment in the plan to our service.

You’re here because you think your company or portfolio of companies could be getting better performance from their digital marketing efforts. Confirm your suspicions.

We’ll do a deep-dive into all digital efforts and will provide you a clear and concise presentation of what is working, what needs to be improved, the expected results of improvements, and a plan of action to achieve desired results.

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We engaged Leverage as part of our due diligence in preparation for adding a new company to our portfolio. And lucky we did. Leverage uncovered information about their digital presence that ended up proving out a concern we already had and saved us from investing in a company that was already on the down-swing.

Rob CummingsFalfurrias Capital