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From Plateau to Acceleration: A PE Playbook for Unlocking Predictable Financial Growth
In a recent episode of Dream and Soar with Chuck and Friends, Chuck sat down with Craig Levinsohn, Chief Strategy & Revenue Officer at Chief Outsiders, to unpack one of the most pressing questions in private equity today:
“How can portfolio companies achieve their next phase of growth—and do it predictably, consistently, at scale, and profitably?”
Utilizing Strategic Sales and Marketing to Secure Customer Loyalty During M&A Transitions
Jun 27, 2025 4:16:17 PM — 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.
Sales Training Programs for Maximizing Results in PE-Backed Portfolio Companies
May 20, 2025 12:58:31 PM — In private equity-backed companies, sales teams face intense expectations. Growth targets are ambitious, and there’s little room for missteps. Too often, though, training is treated as a formality rather than a real opportunity to improve team performance. With the right focus, sales training can become a practical tool for building confidence, consistency, and results rather than just another item on a checklist.
Maximizing Growth Efficiency: Why Fractional CROs Are the Smartest Choice for Seed and Series A/B Startups
Jan 14, 2025 10:27:28 AM — For private equity organizations, the cup runneth over. Every strategic decision can make or break your trajectory in the high-stakes world of early-stage startups. For venture capital firms and their portfolio companies navigating the critical Seed to Series B landscape, the approach to revenue leadership has undergone a transformative shift. Enter the Fractional Chief Revenue Officer (CRO) – a transformative solution that's redefining how emerging companies approach sales and revenue strategy.
Tune Your PE Growth Engine Today: Take These Four Steps
Nov 14, 2022 11:32:16 AM — Written by Jack Bowen and Bill Keller For private equity organizations, the cup runneth over. The post-pandemic period has been a boon for PE markets, with more than a trillion dollars flowing into portfolios in 2021 alone. However, in the face of an uncertain economic environment, it will take more than legacy practices to keep fueling the PE fires. With the unending tasks of assessing, aligning, and optimizing their portfolio companies’ performance to maximize growth opportunities, marketing is one line item that often gets short shrift at PE organizations. But no longer: Simply relying on the existing talent within a portfolio organization can increase the risk of achieving the same old, same old – leveraging historically ineffective approaches while hoping to yield better results.