Fusion Marketing

What's Included

Portfolio Company Marketing Assessment

Comprehensive marketing audit across portfolio companies
Benchmark analysis against industry standards
Identification of quick wins and long-term growth opportunities
Marketing technology stack evaluation and optimization recommendations

Value Creation Strategy

Custom growth roadmaps for each portfolio company
Market positioning and competitive differentiation strategies
Channel optimization and performance marketing frameworks
Brand alignment and consolidation strategies
Marketing team assessment and capability building

Performance Metrics & ROI

Portfolio-wide marketing KPI dashboard development
Revenue attribution modeling
Customer acquisition cost optimization
Marketing ROI tracking and reporting
Regular performance reviews and optimization recommendations

Common Pain Points We Solve

Inconsistent Marketing Performance

Portfolio companies often operate with varying levels of marketing sophistication, leading to inconsistent results and inefficient resource allocation. Our fractional CMO service standardizes best practices and elevates marketing performance across your portfolio.

Lengthy Time-to-Value

PE firms need quick results to meet investment timelines. We accelerate marketing impact through rapid assessment, strategic planning, and efficient execution of growth initiatives.

Scaling Challenges

Many portfolio companies struggle to scale their marketing operations effectively. Our experienced leadership provides the systems, processes, and strategies needed for sustainable growth.

Talent Gaps

Finding and retaining top marketing talent is challenging and expensive. Our fractional CMO model provides immediate access to senior marketing expertise without the overhead of full-time executives.

Transform your private equity portfolio with strategic marketing leadership that drives accelerated growth and maximized returns. Our fractional CMO services combine deep PE expertise with proven digital marketing strategies to create sustainable value across your portfolio companies. We deliver executive-level marketing direction and measurable results without the overhead of a full-time CMO, helping you optimize performance and accelerate time-to-value.

The Process

Strategic Assessment and Planning

Portfolio-wide marketing capability assessment
Growth opportunity identification
Resource allocation optimization
90-day value creation roadmap development

Implementation and Leadership

Marketing strategy execution
Team alignment and development
Technology and process optimization
Vendor management and coordination

Optimization and Scale

Performance monitoring and optimization
Best practice sharing across portfolio
Marketing ROI maximization
Sustainable growth framework implementation

Key Performance Indicators We Track

Revenue Growth Rate
Customer Acquisition Cost (CAC)
Marketing Qualified Lead (MQL) Volume
Lead-to-Customer Conversion Rate
Marketing ROI per Portfolio Company
Brand Awareness and Market Share
Customer Lifetime Value (CLV)
Digital Marketing Channel Performance

Why Choose Our Fractional CMO Services

Our experienced marketing leaders bring deep expertise in both private equity and digital marketing agency best practices. We understand the unique challenges of PE portfolio companies and deliver:

Rapid value creation through proven marketing strategies
Scalable marketing operations that drive sustainable growth
Clear performance metrics aligned with investment goals
Cost-effective leadership without full-time executive overhead
Best practice sharing across portfolio companies
Seamless integration with existing teams and resources

Contact us to learn how our fractional CMO services can accelerate growth across your portfolio companies and maximize returns on your investments.

Marketing Leadership for PE Firms