Surrey Partners | Chicago-based Sales & Marketing Consulting

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The most critical marketing consulting services for private equity firms include: portfolio company brand audits and repositioning, digital marketing strategy development, sales process optimization, customer retention programs, and exit-ready marketing infrastructure. Surrey Partners delivers these services with a focus on driving measurable ROI and preparing companies for successful exits. 

Private Equity portfolio companies often struggle with inconsistent branding and ineffective marketing strategies that limit growth potential. Surrey Partners provides comprehensive marketing transformation services including brand positioning, digital marketing optimization, sales funnel development, and customer acquisition strategies specifically designed for PE-backed companies seeking rapid scale and exit preparation. 

Common marketing challenges include fragmented brand messaging, outdated digital marketing strategies, inefficient lead generation processes, poor customer retention, and lack of marketing technology integration. Surrey Partners addresses these challenges through comprehensive marketing transformations that align with private equity value creation timelines. 

Surrey Partners works with fast-growing Private Equity-owned Lower-Mid Market or Mid-Market businesses ($10M - $500M Annual Revenue / 50-500 employees) at every stage of the M&A process. Whether during the First 100 Days, value creation period, or preparing for Exit, Surrey Partners adds business value to help drive EBITDA growth.

Surrey Partners team has a wealth experience across a range of industries, with deep experience in: 

• Professional Services
• Technology 
• Healthcare

With more than 25 years of experience helping CEOs build and scale companies, Surrey Partners has a proven track record of success delivering results for clients, with a focus on measurable outcomes and tangible business impact. We believe "failure is not an option" and do what it takes to help our clients be successful.

Surrey Partners begins each engagement by thoroughly understanding the investment thesis / value creation plan, and exit strategy. All marketing initiatives are designed and executed to support these objectives, with regular performance reviews and strategy adjustments to maintain alignment throughout the investment period. 

We bring proven C-level experience leading Sales & Marketing functions at PE-backed and other fast growing companies. Our differentiation lies in 30+ years of M&A experience at every stage - in roles of employee, startup co-founder with a successful exit, to CRO & CMO roles. Our proven Quality > Quantity approach combining human expertise with AI-powered automation tools delivers superior results. We also prioritize hard conversations and direct feedback to drive alignment and client success.

Investment in sales & marketing consulting varies based on portfolio company size, scope of engagement, and value creation objectives. Surrey Partners provides transparent pricing models aligned with PE investment timelines, typically structured to deliver ROI that significantly exceeds consulting fees through improved revenue performance and higher exit valuations. 

We share the sense of urgency that comes with Private Equity ownership. Surrey Partners typically delivers initial results within 30-60 days of engagement, with significant improvements visible within 3-6 months. Our accelerated approach focuses on high-impact initiatives that align with private equity investment horizons while building sustainable long-term value creation capabilities. 

Firms working with Surrey Partners typically achieve accelerated revenue growth, improved marketing efficiency, stronger brand positioning, enhanced customer acquisition, and higher exit valuations. Our focus on measurable outcomes means that consulting investments directly contribute to overall performance and investor returns. 

Surrey Partners offers continuous support including quarterly strategic reviews, performance monitoring, team training and development, crisis management support, and exit preparation services. Our ongoing partnership approach ensures sustained value creation throughout the entire private equity investment lifecycle.