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7 Keys to a Winning Marketing Plan
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Consulting for Investors

Some assignments are more strictly consultative, perhaps less hands-on and focused on general management issues, such as those we have performed for private equity groups and investment banks. In helping them with due diligence, we help to minimize the risks of an acquisition. Or we look at the marketing and sales plans for their portfolio companies, to evaluate their feasibility and see if we feel that the growth can be accelerated within the desired time frame of the investment cycle.

Sample assignments:

  • Due diligence for potential acquisitions/large investments regarding viability of concept and marketing programs -- business-to-business and consumer based.
  • Assessment of existing marketing plans for underperforming companies and recommendations for improvement.
  • Develop and implement cross-divisional operating synergies.
  • Restructure organization chart/staffing for greater operating efficiency and increased synergy among functional areas in sales and marketing.