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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.
PE Value Drivers #9, a Conversation with Experienced Investor and Value Creator, David Acharya
Nov 15, 2021 12:20:07 PM — In this episode of PE Value Drivers, I had a great conversation with David Acharya, Managing Partner at Acharya Capital Partners, a New York City based private equity firm that buys, builds, and enhances lower-middle-market companies. David is a senior private equity investor with significant experience in investment banking, leveraged finance, and capital markets. His specialties include industry experience in technology, media and telecom (TMT), business services, marketing services, and light manufacturing.
Apply Growth Gears Marketing in Early Post-Acquisition to Maximize PE Value Creation
Nov 4, 2021 11:47:12 AM — Installment 3 of 5 in the Lifecycle Approach to Value Creation Blog Series To offset higher prices for deals, consistent organic revenue growth across the lifecycle of an investment must play a greater role. As the second step in the Lifecycle Approach to Value Creation, the Early Post-Acquisition Phase often provides the greatest opportunity to maximize growth. That’s when you build your growth engine and accelerate the value creation plan.
PE Value Drivers #8, a Conversation with Marc Herdegen from New State Capital Partners
Oct 21, 2021 4:10:18 PM — This episode features Marc Herdegen, Senior Operating Partner for Strategy at New State Capital Partners. Marc is also Chief Operating Officer at New State Portfolio Company and MWM Corporation. Marc’s past corporate roles have included Senior Director of Marketing and Product Management as well as Senior Strategic Planning Manager at Honeywell, Director of Acquisitions and Development at I Group LLC, a family office, and Corporate Strategy Consultant at Bain. Marc also served as an officer in the United States Army.
How to Maximize PE Value Creation by Better Assessing Growth Potential in Due Diligence
Oct 7, 2021 12:49:44 PM — Installment 2 of 5 in the Lifecycle Approach to Value Creation Blog Series Increased competition for PE deals means you are paying more. So being able to generate consistent organic revenue growth across the lifecycle of an investment needs to play a greater role. However, you may not have the time or the domain experience to understand the growth potential of a business to get the due diligence right on every deal.