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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.
Navigating the Journey: From Diligence to Exit in Private Equity
Jun 16, 2023 10:17:51 AM — I recently had the great pleasure of facilitating a roundtable discussion about the ideal go-to-market transformation, with a group of experienced PE operating partners who have viewed the PE process - from diligence to exit — through every possible facet. This discussion took place during the PEI Operating Partners Forum in San Francisco.
PE Value Drivers #18, Unique Perspective from Brit Yonge - Corsair Capital
Jun 7, 2023 10:01:42 AM — Welcome to the latest episode of “PE Value Drivers”! Brit Yonge is an operating partner at Corsair Capital, where he supports investment diligence and portfolio company initiatives related to technology software and data analytics solutions. Corsair is a middle market fund that focuses on financial services buyouts, such as payment companies, credit monitoring, accounts receivable software and accounts payable software, as well as infrastructure.
Join us at the PEI Operating Partners Forum in San Francisco
May 31, 2023 10:12:19 AM — Next week, I will be attending the PEI Operating Partners Forum in San Francisco, along with several hundred Private Equity Operating Partners and others in the PE value creation ecosystem. It promises to be an informative event full of great networking, rekindled relationships, and informative content.
PE Value Drivers #17, Unique Perspective from Thomas Fountain of One Rock Capital Partners
May 5, 2023 12:55:29 PM — Welcome to the latest episode of “PE Value Drivers”! I was lucky enough to snag Thomas Fountain from One Rock Capital Partners for my latest chat. Tom is an operating partner at One Rock, a private equity firm that specializes in mid-market investments across five primary sectors: chemicals and materials, food and beverage, field services, manufacturing, and distribution. The firm is committed to enhancing the operational performance of its portfolio companies to generate solid returns for investors. Below are some highlights from our conversation.