What’s missing from current pre-close diligence? Upside opportunities in brand, sales & marketing.
While pre-close diligence focuses primarily on legal and financial risks, our innovative, cost-effective brand, sales and marketing diligence identifies value creation potential.
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PE & portco clients
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Portco platform & add-on clients
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Portco platforms clients
Brand, Sales & Marketing Diligence
Our LOI-stage diligence, led by a deeply experienced team, uncovers value creation and revenue enhancement upside opportunities through detailed analysis of brand and competitors, brand architecture, GTM, sales & marketing, SEO & PPC, and product/service line(s).
The Benefits?
A better understanding of value creation potential at LOI, revenue and EBITDA enhancement strategies, and logistics and timeframe roadmapping–synthesized in a First 100 Days Playbook.
The Timing?
Four weeks, with a midpoint update.
Early guidance on brand architecture model options
Specifics on creating a market-dominating brand
Proposed integration plan for acquisitions
Sales enablement audit & optimization recommendations
Proposed marketing plan, spend & KPIs
Synergies for product/ service offerings for platforms and add-ons
Brand, sales & marketing upside. We conduct rigorous due diligence to uncover market dynamics, white space, and brand positioning opportunities, giving you the clarity to make informed investment decisions.
- Qualitative Research
- Competitive Analysis
- Brand Analysis
- First 100 Days Roadmap
We advise on the how and why of brand architecture options when there is no right answer. Then we craft positioning, design systems and messaging that establish a strong, scalable foundation for aggressive revenue growth and market leadership.
- Strategy & Brand Architecture
- Brand Positioning
- Naming
- Logo & Brand Design
- Websites
- Video & Photography
From go-to-market (GTM) execution to seamless platform M&A integrations, we ensure your brand doesn’t just evolve - it thrives – driving awareness, adoption, and long-term value creation.
- Launch Planning
- Brand Integration & Sunsetting
- GTM Campaigns
- Sales Enablement, Collateral & Trade Shows
- Ongoing Content & Digital Services
- Analytics & Performance
Positioning your brand for maximum valuation, we refine your pitch decks, optimize brand assets, and develop compelling content to elevate market perception and attract the right buyers.
- Packaging
Our Portco clients
Brand Architecture and M&A expertise
We turn brand complexity into strategic clarity.
Whether integrating acquired entities, evolving architecture to support growth, or sunsetting legacy brands with care—our work aligns identity with intent. We deliver coherence that scales, structure that signals value, and messaging that supports momentum across the platform.
WHAT TO EXPECT (reviews from clutch)
The journey together is as important as the end result.
MonogramGroup was very responsive to our needs and went above and beyond in many instances to deliver on time.
MonogramGroup's skill set in brand messaging and website functionality was key to the project’s success.
We've seen a rise in engagement metrics and a 50% increase in new followers in the last 90 days.
They did a fantastic job approaching the project from a brand perspective.
The team has held our hand throughout the process.
MonogramGroup's team was passionate about what they did and had a unique and creative approach.
Since launching our redesigned website…visitors are staying on the site longer, exploring more pages, and engaging with our content.
MonogramGroup has delivered a website that is a significant evolution from our previous site.
Their team cares about us and has been patient and nice whenever we’ve had problems
MonogramGroup is a boutique firm and can work as a true extension of your team.
Ready to unlock growth in your next deal?
Don’t just uncover problems–identify opportunities. Our LOI-stage Diligence service zeroes in on untapped value in brand, marketing, and sales enablement to accelerate growth from day one. You’ll walk away with a powerful, action-ready First 100 Days Roadmap.
