Since 2013 we’ve organized, evolved and elevated 34 portco brands, helping to realize their investment thesis faster and more predictably.

Because the need to upgrade sales and marketing, combined with M&A activity, are cornerstones of most portco growth strategies, solving complex brand challenges is a common requirement. Our advisory and creative work for these companies is derived from a deep understanding of the mandates of PE, bringing world-class expertise to bear.

Select Portco Client List



Putting a new shine on a brand that really knows its surfaces.

Builders Buyers Group

Aggregates the builders’ purchasing power to garner influence with top suppliers of building materials

Shamrock Environmental

More than wastewater treatment and environmental services.


  • Brand Invention
    Brand Repositioning
    Brand Architecture
    Brand Merger/Reconciliation
    Brand Sunsetting

  • Qualitative & Quantitative Research
    Category Competitive Analysis
    Brand, Digital Marketing & Social Media Audits
    SEO Keyword Research & Insights
    Data Analysis, Insights & Recommendations

  • Brand Positioning
    Brand Messaging Hierarchy
    Brand Voice
    Brand Elevator Pitch
    Brand Long-form Narrative
    White Papers & Articles

  • Naming
    Logo Development
    Visual Identity Systems
    Brand Architecture Frameworks
    Brand Guidelines Manual
    Brand Usage: Swag, Signage, Vehicles & Uniforms
    Sales & Marketing Toolkits: PPT decks,
    Email signatures, fact sheets & more
    Brand Video & Photography
    Product & Process Infographics & Illustrations
    Website Development
    Brand Launch Plans & Execution

  • Brand, Sales & Marketing Leadership Training
    Ongoing Brand Advisory Services
    Ongoing Brand Data Analytics
    Annual Meeting/Investor Relations Presentations
    Ongoing Website & Social Profiles Maintenance
    Ongoing Website & Social Content Development
    Ongoing Video Content Development
    Ongoing Trade Show Support
    Sponsorship & Co-Branding Opportunities

  • All Services Listed Plus:
    Brand, Sales & Marketing Leadership Training
    Integrated Sales & Marketing Programs
    M&A Brand Planning Advisory Services
    Software & App Development: Business
    Process, Sales & Marketing Systems Integration
    Presentation Decks & Video
    Content for Exit

Let’s drive your investment thesis
forward with brand.

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