Fractional CMOs and CSOs for Private Equity Companies

How Chief Outsiders Can Help

Accelerating revenue and EBITDA growth is key to delivering differentiated returns to your investors. But many portfolio companies do not have the strategy, plan, or team in place to deliver revenue growth.

Interim and Fractional Executives

Our battle-tested sales and marketing leaders are strategic operators that have worked with more than 300 PE firms and 500+ portfolio companies to create value across all four key stages of an investment:

Due Diligence: Assessment and Gap Analysis
Early Post-Acquisition: Growth Engine Development
Mid-Investment: Scale, Sustainability, and Accountability
Pre-Exit: Ongoing Positioning and Growth Narrative

The Growth Gears

Our Growth Gears framework is a proven methodology – validated by research and thousands of client engagements - to grow mid-market businesses.

Our proprietary, AI-powered operating system, GrowthGears OS, brings this methodology to life, harnessing the learnings and best practices from hundreds of CMOs and CSOs and thousands of engagements to accelerate impact and reduce risk.

INSIGHT	STRATEGY		EXECUTION
Market	Company	Offering	Marketing	Sales
Market Assessment & Opportunity Analysis	Market Alignment Strategy	Product / Service Branding	Organization Audit, Planning & Development	Sales Audit & Process
SWOT & Gap Analysis	Brand Assessment	Product / Service Planning	Marketing Mix Optimization	Funnel Conversion Analysis, Metrics & Reporting
Customer Experience	Value Proposition	Product / Service Positioning	Digital Marketing & Social Media	Partner & Channel Strategy
Profitability Analysis	Positioning & Messaging	Packaging & Delivery	Technology Systems & Process	Demand/Lead Generation
Sales & Marketing Alignment	Market Segmentation	Pricing	Key Account Strategies	Sales Ops & Compensation
Competitive Analysis	Go-To-Market Strategy	Launch Planning	Communications & PR	Sales Enablement
Company Perspective		Innovation Process	Marketing Metrics, Reporting & ROI	Marketing Sales Alignment

Chief Outsiders has been a great asset to Threefold and our portfolio of brands over the past 12 months. Our Chief Outsiders’ CMO is a great strategic thinker, insightful, and builds momentum towards new initiatives. As he began to work with our portfolio, he built trust quickly with our leaders and has been able to meet them where they are currently while building a road map towards our desired future state. Chief Outsiders’ vast experience and expertise has made this not only an eﬀective relationship, but they are also great to work with."

Charlie Meyer

Founding Partner, Threefold,
Indianapolis-based PE firm

Case Study

Education Advanced

Learn how an Education SaaS company built a high performing marketing function to drive to 2X revenue growth and 10X value creation.

“Our CMO was a great resource to scale our department and position us for the next phase.”

Jessica Johnston

VP of Marketing, Education Advanced

Case Study

Altacrest Capital

Read how Chief Outsiders helped grow their Barton Watch Bands portco more profitably.

“We really appreciate what Chief Outsiders has done for our Barton Watch investment.”

Brien Davis

Partner, Altacrest Capital

Case Study

AML RightSource

Learn how an anti-money laundering firm generates phenomenal growth.

“We’ve grown this company from 450 to 1,000 FTE — couldn’t have achieved that without Chief Outsiders.”

Frank Ewing

CEO, AML RightSource

The Chief Outsiders Difference

Making big things happen for your portfolio companies

A track record serving 300+ PE firms and 500+ portfolio companies (and more than 2000 total companies)
Expertise in all 4 deal stages
Immediate access to insourced strategic and execution resources, matched to your portfolio companies needs and challenges
Proven GrowthGears™ methodology, operationalized with the GrowthGears(SM) OS platform
A fresh perspective – backed by the collective expertise of 120+ business executives who understand the needs of both portfolio executives and investors to drive outsized performance for all stakeholders

We have helped over 300 PE Firms deliver higher investment returns through enhanced portfolio company value creation.

The Challenge

How Chief Outsiders Can Help

Due Diligence

Early Post- Acquisition

Mid-Investment

Pre-Exit

The Growth Gears

Client Spotlight