Marketing and Business Growth Strategies for Private Equity Firms
Your full cycle partner for your portfolio companies
We are your full transaction cycle partner across four key stages of investment.
Why Private Equity Firms Should Partner with an Agency
Navigating through the investment landscape, private equity (PE) firms are confronting the pressing need to differentiate themselves and their portfolio companies amidst a saturated market.
This is where a collaboration with a specialized marketing agency becomes invaluable. A dedicated agency brings to the table not just strategic marketing proficiency but also the nuance of employing tactics specific to elevating PE firms in a competitive arena.
They effectively communicate the unique value propositions of the firms and their holdings to potential investors and stakeholders. Furthermore, agencies fuel deal flow and support exit strategies by leveraging robust digital strategies, such as SEO, PPC, and comprehensive inbound methodologies.
The synergistic blend of an agency’s marketing acumen with a PE firm’s investment prowess not only accelerates growth trajectories but also meticulously positions portfolio companies for lucrative future endeavors. In a world where every investment decision is heavily scrutinized, having a strategic partner managing the brand’s presence and growth strategy isn’t just prudent—it’s vital for ensuring a prosperous future.
How We Help Private Equity Firms
Unlike other organizations with a linear focus, we bring a revenue mindset into every brand strategy and marketing program we develop and deploy. This means we’re not blindly focused on campaigns or creative – we’re focused on driving tangible revenue growth and business development results.
Our experience with portfolio growth and management has armed us with expertise and understanding of proven strategies to fit the variable goals and timely delivery associated with investment cycle stages.
The Pyxl Difference
We often tune our services to the current state of our client’s business, which means being flexible and nimble in what we’re delivering at any given time. We ingrain ourselves in your organization and strategically identify growth opportunities.
Our methodology is collaborative and data- driven, yet streamlined and consultative so your time and resources are used efficiently. We’re quick, precise, and have a standard that’s second to none, allowing clients to enjoy not only the results of our work, but the entire process.
Our solutions span research, strategy, creative, engagement and execution, allowing us to tackle ever- changing initiatives and environments. We ensure all deliverables are highly actionable, aligning market strategy with designated business goals and strategy.
Your Private Equity’s Full Transaction Cycle Partner
Due Diligence Solutions
Unlike most agencies, we balance a business mindset with creativity, innovation, and impact. Our growth-driven marketing in due diligence focuses on top-line revenue growth and operational efficiency to deliver a clear picture of your investment.
eCommerce & UX/UI Audit
Our team will conduct an in-depth analysis of the company’s website, assessing its design, user experience, performance, security, compliance and overall digital presence to identify any potential issues and opportunities to quickly activate growth.
Acquisition Funnel Analysis
Comprehensive analysis of acquisition channels and the marketing funnel, identify low hanging fruit opportunities and priority areas of improvement.
Evaluation of the target company’s technical and on-page SEO. Identify areas of risk to organic growth and forecasted growth projections.
With our thorough understanding of sales and marketing automation, we identify areas for efficiency, integration, and enhancement.
In order to identify any possible risks, vulnerabilities, or gaps in efficiency, we will assess the target asset’s technology stack, data infrastructure, and data privacy compliance.
Scalability of Paid Media
Our team will provide insights into the target asset’s growth potential, including opportunities for scalability, budget optimization and highest ROI.
Social Media & Online Reputation Analysis
We will assess the target asset’s online presence, brand reputation, and customer feedback by reviewing its social media profiles, online reputation, and customer feedback.
Competitive Marketing Analysis
Our team will conduct a thorough analysis of the target asset’s digital competitors, identifying their strengths, weaknesses, and market positioning to identify challenges and opportunities.
CEO & C-Suite Services
Pyxl partners with the C-Suite as consultants to technology, growth strategies and organizational restructuring. Our seasoned technology and marketing executives help reshape traditional businesses with transformative business strategies.
Early-Post Acquisition Solutions
Targeted Content Creation
Develop high-quality content that addresses the specific needs, pain points, and interests of your target audience. This can include blog posts, whitepapers, videos, infographics, and more.
Search Engine Optimization (SEO)
Ensure your website is optimized for search engines to improve organic rankings. This includes keyword research, on-page optimization (like meta descriptions and title tags), and building high-quality backlinks.
Pay-Per-Click (PPC) Advertising
Use platforms like Google Ads or Bing Ads to run targeted advertisements that appear when specific search terms are entered. This can be an effective way to drive immediate traffic to your site.
Social Media Marketing
Engage your target audience on platforms where they are most active. Share valuable content, run ads, and engage in conversations to increase visibility.
Start building an email list early on and nurture those leads with regular content updates, news, and special offers.
Use retargeting ads to reconnect with visitors who didn’t convert on their first visit to your website. Platforms like Facebook and Google offer retargeting options.
Landing Page Optimization
Ensure your landing pages are optimized for conversions. Use A/B testing to test different elements like headlines, calls-to-action, and imagery.
Analytics and Data Collection
Use tools like Google Analytics to track website traffic, user behavior, and conversion rates. The insights gained can be invaluable in refining your strategies.
Start building a community around your brand. This can be on social media, through forums, or even with a dedicated platform or app.
Expansion of Content Strategy
Create more diverse and advanced content types, like podcasts, webinars, or even online courses.
Enhanced SEO Efforts
Delve deeper into long-tail keywords, implement structured data, and optimize for voice search.
Segmented Email Marketing
Customize email campaigns based on user behavior, segmenting your list to deliver more personalized content.
Use more sophisticated tools and techniques to derive deeper insights from your data, possibly including predictive analytics.
Expand to newer platforms and channels, potentially including newer social networks, OTT platforms, or emerging digital spaces.
Conversion Rate Optimization (CRO)
Continuously test and optimize different website elements to improve conversion rates.
Branding and Reputation Management
Ensure that the brand’s online presence is consistent, professional, and free of any potential red flags for investors or acquirers.
Financial Performance Showcase
Highlight financial successes, growth metrics, and other KPIs through content like case studies, whitepapers, or infographics.
Engage key stakeholders, including existing customers, partners, and employees, ensuring their support and positive online sentiment.
Optimized Public Relations
Secure high-profile media placements, emphasizing company achievements, unique selling propositions, and industry leadership.
Due Diligence Readiness
Ensure all digital assets, analytics, customer data, and other relevant digital materials are organized, transparent, and readily accessible.
Use advanced tools to keep tabs on the brand sentiment, especially on platforms frequented by potential investors or industry leaders.
Clean up Digital Footprint
Review and clean up any outdated content, correct inaccuracies, and ensure that the company’s digital footprint is polished.
Services to Accelerate Your Portfolio’s Growth
Unlock deeper insights into your target audience’s behaviors, needs, and preferences through meticulous data collection and analysis, driving informed strategic decisions.
Expertly develop and manage the hierarchical structure of your brand portfolio to optimize visibility, coherence, and strategic investment across all offerings and market segments.
Org Structure Audits
Thoroughly examine and analyze your organization’s structure to identify areas of improvement, ensuring optimal efficiency, clear communication, and a robust framework for sustained growth.
Brand Messaging & Positioning
Sculpt and amplify a resonant brand voice and position in the market that authentically connects with your audience, establishing a strong, distinctive presence amidst competitors.
Executive Leadership Team Strategy & Workshops
Engage your leadership in specialized workshops and strategic sessions, fostering alignment and cultivating the skills necessary to navigate through dynamic business landscapes.
MarTech Audit & Strategy
Evaluate and optimize your marketing technology stack to ensure your tools and platforms are effectively driving engagement, insights, and ROI in your digital marketing endeavors.
Secret Shopper Services
Harness the power of incognito customer experiences to glean invaluable insights into the functionality and customer service of portfolio companies within the private equity realm.
Interim CMO Services
Secure expert, temporary executive marketing leadership that adeptly navigates the unique challenges and opportunities present in the private equity sector, ensuring a continuity of strategic oversight.
Strategize and execute impeccable go-to-market plans that meticulously consider the unique needs and opportunities of private equity-backed companies, ensuring a successful product launch or market entry.
Elevate your private equity portfolio companies’ sales processes and teams with strategic support, optimizing tools, and resources to ensure they are well-equipped to close deals effectively in their markets.
Implement laser-focused strategies that spark interest and drive demand for services, ensuring your firm and its holdings remain top-of-mind in a competitive investment environment.
Expertly navigate through the complex landscape of marketing technology, ensuring private equity firms and their portfolio companies implement systems that cohesively align with their unique marketing objectives and operational structures.
Development of messaging & value creation storytelling for CEOs and ELT
Craft compelling narratives and strategic messaging tailored for CEOs and Executive Leadership Teams (ELT) within the private equity sector, underscoring the pivotal role they play in driving value creation and enhancing investor relations.
Experience center design & implementation
Curate and deploy immersive experience centers that spotlight the innovativeness and investment prowess of private equity firms, ensuring a tangible and engaging platform to interact with potential investors, partners, and stakeholders.
Value creation planning for next turn cycle
Strategize and enact forward-thinking value creation plans that cater specifically to private equity firms, ensuring optimal profitability and strategic positioning for portfolio companies through successive investment cycles.
Visual Brand Design
Sculpt a compelling visual identity that impeccably reflects the stature and strategic focus of private equity firms, ensuring a resonant and impactful presentation in the investment market.
Product Design (UX/UI)
Engineer intuitive and user-centric product interfaces, catering specifically to the nuanced needs and expectations of stakeholders within the private equity ecosystem, ensuring optimal user engagement and satisfaction.
Conduct meticulous user testing within the private equity domain, ensuring that digital platforms and strategies are seamlessly aligned with user expectations and industry standards, thereby enhancing usability and investor engagement.
Digital Conversion Optimization
Implement potent conversion optimization strategies tailored for the private equity audience, ensuring digital platforms not only engage but also successfully convert prospects into valuable investor relationships.
Product Roadmap Development
Craft strategic product roadmaps that synchronize with the ambitions and investment cycles of private equity firms, ensuring a coherent and strategically aligned pathway for product development and investor communication.
Animation & Graphic Design
Develop visually stunning animations and graphics that succinctly communicate the value and strategic positioning of private equity firms, ensuring compelling and memorable brand interactions for potential investors and stakeholders.
Build and optimize robust eCommerce platforms, tailored to the specific demands and expectations, ensuring enhanced online sales performance and an impeccable shopping experience for users.
See How We Helped These Private Equity Companies Accelerate Growth
Discover cutting-edge design, technology and strategy, and an unwavering commitment to client success. Visit our case studies to learn how we have revolutionized operations, optimized processes, and elevated digital presences for diverse industries.
In the competitive space of SaaS and data as a product, Pyxl worked with ProviderTrust to establish an updated Brand Architecture that unified their multi-product suite under a single platform, with new brand messaging, positioning and an updated website experience to follow.
- UI / UX Website Design & Development
- Brand Positioning & Messaging
- Content Strategy & Development
- Brand Architecture & Reconciliation
- Unified brand messaging guide
- New website with a custom site map
- Updated Branded House architecture
RazorSync partnered with Pyxl for help with their ongoing marketing, strategy and implementation to increase business during the pandemic. Pyxl also redesigned and launched RazorSync’s new website to improve their digital presence, focus on the company’s unique features, and provide users with the best experience.
- UI/UX Website Design
- SEO Optimization
- HubSpot CRM Implementation & Management
- Email Workflow and Automation Program
- Content Strategy and Creation
- Lead Generation & Thought Leadership Content
- Social Media Marketing
- Paid Media Strategy & Campaigns
- Analytics and Data Integrations
- Increased SQL volume by 35% MoM and exceeded monthly SQL benchmark by 24%
- A 93% increase in budget MoM led to a 158% increase in lead delivery MoM
- Quarter over quarter, sales qualified leads grew from 362 to 574, a growth rate of 59%
- Media growth delivered a nearly 1:1 growth in SQL delivery
- Increased blog traffic by 51% YoY after creating and implementing search engine optimized content strategy
- Increased email open rates by 20% YoY and click rates by 286% YoY with automated, segmented email workflows and campaigns, meeting or exceeding industry benchmarks
Resources for Private Equity Firms
- Maximizing Value Creation with Strategic Marketing Exit Strategies
- Why Private Equity Firms Need a Digital Diligence Audit
- Guide to Successful Digital Transformation: Strategies and Insights
- Boosting Efficiency and Performance with MarTech Solutions
- Value Creation through Digital Marketing in the Private Equity Landscape
- Your Easy Guide to a Digital Due Diligence Checklist
- How a Strategic Marketing Plan Can Elevate Private Equity Investments
- Change Management Process: Key Steps for PE Firms After Acquisition
- 10 Actionable eCommerce Growth Strategies
Updated: Nov 10, 2023