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Utilizing Strategic Sales and Marketing to Secure Customer Loyalty During M&A Transitions
Mergers and acquisitions represent pivotal moments that can either accelerate growth or derail carefully built customer relationships. While executives often focus heavily on financial synergies and operational integration, the customer experience during an M&A transition frequently determines long-term success. Research indicates that companies lose an average of 10-15% of their customer base during significant organizational changes, with poorly managed transitions resulting in even steeper losses. However, organizations that proactively leverage sales and marketing strategies to guide customer transitions not only retain their existing base but often emerge stronger, with enhanced market positioning and deeper customer relationships.
Key Operating Partner Takeaways from Recent ACG Events
May 3, 2022 5:44:16 PM — I recently attended ACG Philadelphia’s April Breakfast Briefing on The Growing Role of the PE Operating Partner. I was also able to engage with a number of Operating Partners at ACG’s Intergrowth in Las Vegas this week. Both the Philadelphia breakfast and the presence of so many Operating Partners at Intergrowth, are indications of how key these professionals are to the value creation process, and to the delivery of outsized investment returns (differentiated alpha) for private equity investors.
PE Value Drivers #11, Unique Perspectives from Parker Davis, Partner at Slate Capital Group
Apr 14, 2022 12:19:05 PM — Welcome back to PE Value Drivers. In this latest issue of PE Value Drivers, I talk with Parker Davis from Slate Capital Group. Parker is a Partner at Slate Capital, which he joined in 2010. Slate Capital is an independent sponsor originally based in Baltimore and recently expanded to Nashville and Cincinnati. In his role, Parker focuses on developing new opportunities and managing the firm’s current portfolio.
The Key to Achieving your Value Creation Plan - Unlocking Consistent Topline Revenue Growth
Mar 16, 2022 1:29:28 PM — Increased competition for private equity deals means you’re paying more. So as a PE Operating or Managing Partner there is additional pressure on your value creation plan. While financial reengineering and operational efficiency plays are still critical, they are not enough to guarantee the desired investment returns. Being able to generate consistent organic revenue growth needs to play a greater role across the lifecycle of an investment.
Recalibrating an Investment to Maximize PE Value Creation
Dec 15, 2021 9:55:34 AM — Installment 4 of 5 in the Lifecycle Approach to Value Creation Blog Series Consistent organic revenue growth across the lifecycle of an investment requires the application of industry growth expertise at key points. A tune-up of your portco growth engine during the hold period is often a critical enabler of success in the Lifecycle Approach to Value Creation.