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Private EquityPost-Acquisition Marketing

The First 100 Days After Acquisition

A newly acquired B2B services company lacked a scalable marketing engine. By sequencing measurement, positioning, conversion, and acquisition, they drove a 73% increase in qualified opportunities.

The Situation

A private equity firm acquired a profitable B2B services company with strong customer relationships but a relatively unsophisticated marketing function. Marketing consisted primarily of: Trade events, A legacy website, Sporadic email, A small paid search program, Several local vendors, Sales-generated referrals. The investment thesis assumed meaningful organic growth. There was no clear marketing roadmap to support it.

The Findings

The company had substantial untapped opportunity, but immediately increasing marketing spend would have been premature. The assessment identified:

Weak CRM adoption
Inconsistent lead follow-up
Limited customer segmentation
No reliable attribution
Dated positioning
Strong cross-sell potential
Significant search demand in several service categories
Multiple vendor contracts with overlapping responsibilities

The Approach

A 100-day marketing program was developed around sequencing. First: Fix measurement, CRM and lead ownership. Second: Clarify positioning and customer segments. Third: Improve conversion infrastructure. Fourth: Scale acquisition. The existing internal marketer remained in place and several vendors were retained. Two redundant vendors were eliminated and specialized resources were added for paid acquisition and marketing operations.

The Outcomes

Marketing-generated qualified opportunities increased 73%

Existing vendor spend was reduced 19%

Lead response time declined from more than two business days to under four hours

Cross-sell campaigns generated opportunities from 11% of targeted existing customers

Leadership gained a unified monthly marketing and pipeline scorecard

The Lesson

"Post-acquisition growth doesn't begin by spending more. It begins by determining what deserves investment."

Representative engagement: Identifying details have been anonymized. Metrics may be rounded or masked to protect confidentiality.

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