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Private Equity and Family Offices

Investment funds, family offices, privately held companies and their portfolio holdings

Our vision

Capital is won. Value is built.

A Private Equity fund and a Family Office are judged on two fronts at once: their ability to attract the best opportunities, and their ability to grow what they own. We work both fronts. At the organization level, we build positioning and a brand image that open the right doors and feed deal flow. At the portfolio level, we deploy marketing and commercial value creation plans that turn an investment thesis into measurable performance, fast.

Two levels of intervention

The fund. And what the fund owns.

Level 1 · The organization

The fund, the Family Office, the management company

Your brand is your first argument with sellers, intermediaries and co-investors. We make it clear, modern and differentiated.

  • Positioning and differentiation thesis against other sources of capital
  • Brand image and narrative that earn the trust of target executives
  • Deal flow generation: visibility, authority and presence with referrers
  • Investor relations and quality of communication to LPs and families
Level 2 · The portfolio

A single holding, or the entire portfolio

Value creation no longer comes down to financial leverage. Operational revenue growth has become the engine of returns. That is where we step in.

  • Value creation mandate on a specific target company
  • Cross-portfolio program applied to all holdings
  • Commercial acceleration, repositioning and go-to-market
  • Standardization of marketing levers to multiply impact

2026 trends redefining your business

Operational value creation takes the lead

With high financing costs and longer holding periods, returns come from real company growth. The Value Creation function is professionalizing and seeking marketing and commercial execution partners.

The fund's brand becomes a deal flow asset

In a market where the best assets are contested, executives choose their investor. A clear, modern and recognized brand wins proprietary deals and reduces reliance on auction processes.

Family Offices move to direct investing

Family offices are bringing investing in house and deploying directly, sometimes competing with funds. They need an identity, a narrative and controlled discretion to exist without overexposing themselves.

The challenges of your sector

Standing out when everyone promises the same thing

Patient capital, operating partner, alignment with management: the pitches all sound alike. Real differentiation comes from precise, proven and embodied positioning that says why you, and for whom.

Feeding proprietary, qualified deal flow

The best deals do not come through open processes. Building a presence that attracts executives and intermediaries early turns the fund's brand into an origination engine.

Creating value fast across the holdings

The holding window is short. Every company must accelerate from the first hundred days. Marketing and go-to-market are often the fastest and most underused growth levers in the portfolio.

Navigating pivotal moments without losing momentum

Acquisition, integration, leadership change, restructuring, exit preparation: each transition puts the brand and commercial traction under pressure. These moments demand a plan, not improvisation.

Plans for the defining moments

An action plan for every key moment in the cycle.

The investment cycle strings together high-stakes moments. Each one gets a marketing and commercial plan designed to protect value and accelerate returns.

01

Acquisition

Reading the growth potential before the deal, go-to-market plan for the target and a value creation thesis built into commercial due diligence.

02

Acceleration

100-day plan, deployment of acquisition and conversion levers, scaling the commercial engine after the investment.

03

Rationalization

Refocusing the offer and the brand, consolidating multiple entities, optimizing marketing spend during a restructuring.

04

Leadership change

Supporting the management transition, aligning the internal and external narrative, maintaining commercial momentum through the handover.

05

Exit preparation

Building the equity story, showcasing traction and brand assets, a growth narrative that maximizes valuation with acquirers.

06

Build-up and integration

A shared brand platform for a consolidation strategy, integration of successive acquisitions, portfolio coherence under a single thesis.

What our clients tell us in the first meeting

"We win our deals on price. We would rather win them on relationship and brand."
"Our holdings have plateaued on revenue, and no one on the team owns marketing."
"We have a clear value creation thesis, but no capacity to execute it fast on the ground."

These signals are what we decode during scoping. They shape the plans we design for you and for your companies.

The KPIs we move

Deal flow volume and quality

Number of proprietary opportunities generated and share of deals sourced through direct origination rather than auctions.

Portfolio revenue growth

Acceleration of organic revenue across portfolio companies, the primary driver of returns at exit.

Acquisition cost and commercial efficiency

CAC, conversion rate and sales team productivity at each company we support.

Fund awareness and authority

Presence with intermediaries and target executives, share of voice on the investment theses you champion.

Multiple expansion at exit

Contribution of growth and brand strength to resale valuation versus the entry multiple.

Speed to value

Time between investment and the first measurable commercial results, a key indicator of a high-impact engagement.

Our methodology

Our methodology, step by step

A proven sequence, from diagnostic to exit. It applies to the fund as much as to each portfolio company, and produces concrete deliverables designed to create value fast.

01 Phase 1 · Scoping

Diagnostic and thesis

Analysis of the fund or target company situation: market perception, brand maturity, untapped growth levers. We map the gap between the investment thesis and the commercial reality on the ground.

Deliverables
  • 360-degree marketing and commercial diagnostic
  • Prioritized map of value creation levers
  • Market perception read of the fund and its holdings
02 Phase 1 · Scoping

Strategic positioning

Articulating the differentiation of the fund or Family Office against other sources of capital, and the value proposition of each portfolio company. Positioning that is credible, precise and defensible, serving both origination and growth.

Deliverables
  • Brand platform for the fund or the holding
  • Differentiation thesis and value matrix by target
  • Investment narrative and structured value proposition
03 Phase 2 · Design

Brand image and narrative

Visual identity and tone that express the sophistication, solidity and modernity expected of a reference investor. A narrative that clarifies the proof: track record, philosophy, value creation approach. The brand that opens the right doors.

Deliverables
  • Visual identity system and application guidelines
  • Brand architecture between the fund and its holdings
  • Key messages and narrative lines by audience
04 Phase 2 · Design

Deal flow engine

Designing the origination system: digital presence, authority content, connection journeys with target executives and intermediaries. We turn the fund's brand into a machine that generates proprietary opportunities.

Deliverables
  • Origination strategy and map of referrers
  • Thought leadership and public speaking plan
  • Opportunity qualification and tracking system
05 Phase 3 · Build

Digital platforms

Fund website, investor portals, portfolio company platforms. A coherent digital infrastructure, optimized for commercial conversion at the holding level and for credibility at the fund level.

Deliverables
  • Fund website and investor relations space
  • Conversion platforms for the companies we support
  • SEO foundation and editorial architecture by entity
06 Phase 3 · Build

Value creation plans

Building 100-day plans per company: growth priorities, acquisition levers, go-to-market overhaul. At portfolio scale, pooling the best-performing levers to multiply impact.

Deliverables
  • 100-day plan per holding and roadmap
  • Cross-portfolio program of shared marketing levers
  • Governance and reporting model for value created
07 Phase 4 · Activation

Commercial execution

Deploying campaigns, automating acquisition funnels and structuring company sales teams. We install the execution capacity that is often missing internally and that determines the speed of value creation.

Deliverables
  • Acquisition campaigns and automation sequences
  • Sales enablement tools and commercial structuring
  • Performance dashboards per company
08 Phase 4 · Activation

Navigating pivotal moments

Dedicated plans for transitions: post-acquisition integration, rationalization, leadership change, build-up. Each defining moment gets a tailored playbook to protect momentum and value.

Deliverables
  • Transition plan for each key moment in the cycle
  • Internal and external communication playbook
  • Commercial traction continuity plan
09 Phase 5 · Exit

Exit preparation

Building the equity story, showcasing traction and brand assets, a growth narrative aimed at acquirers. We turn the value creation work into valuation arguments at resale.

Deliverables
  • Equity story and growth documentation
  • Valuation file for brand and commercial assets
  • Summary of value created over the holding period

Let's talk value creation.

Understanding the stakes of your fund and your portfolio, and identifying where we can create value fast.

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