Brand Management
Across Your
Entire Portfolio.
Private equity firms rolling up trades companies need consistent brand management across every acquisition without the cost and complexity of a fractional CMO plus a stack of agencies per company. Our program delivers strategy and execution for $5,000 CAD per company per month. One vendor. One format. One standard.
You Acquired the Company.
Now Professionalize the Brand.
Most acquired trades companies have outdated websites, no social media presence, and zero marketing infrastructure. The operations that made them worth acquiring are strong, but the brand does not reflect the quality of the work. That gap needs to close fast.
PE firms need standardized, comparable reporting across every portfolio company. A monthly email from a freelancer saying "things are going well" does not meet that standard. Our reporting is board-ready, consistently formatted, and built for quarter-over-quarter comparison.
A traditional fractional CMO at $10,000 to $15,000 per month plus a separate execution agency at $5,000 to $10,000 per month, multiplied across 5 to 10 companies, creates a marketing cost structure that crushes portfolio margins. Our model eliminates that math problem entirely.
PE timelines are measured in quarters, not years. A typical fractional CMO engagement takes 60 to 90 days to onboard and ramp. We operate inside the trades industry every day. There is no learning curve. Execution starts immediately.
A generalist marketing agency does not understand HVAC/R, electrical, mechanical, or construction. They do not know how commercial buyers evaluate contractors. We have 20 years of context in exactly this industry. That knowledge is not something you can brief into someone.
Managing separate marketing vendors per portfolio company creates administrative overhead that scales linearly with acquisitions. One vendor across the portfolio means one relationship, one contract, one point of accountability, and one consistent standard.
A mid-tier fractional CMO in Canada costs $8,000 to $13,000 per month for strategy. Add execution at $5,000 to $10,000 per month. That is $13,000 to $23,000 per company per month. Multiply by 6 portfolio companies and you are looking at $78,000 to $138,000 per month in marketing spend before a single ad dollar. Our program delivers the same scope at $5,000 per company. Six companies at $30,000 total per month.
A typical fractional CMO engagement takes 60 to 90 days to onboard: learning the industry, understanding the brand, meeting the team, hiring the execution vendors. We already operate inside the trades industry every day. There is no learning curve on HVAC, electrical, mechanical, or construction. Your new acquisition can have a professional brand presence within the first week. PE timelines demand speed. We deliver it.
The traditional PE marketing model creates a vendor stack per company: a CMO, a content agency, a social media manager, a web developer, an SEO firm. Multiply that by every company in the portfolio. Our model consolidates the entire stack into one engagement per company. One vendor relationship. One contract. One invoice. One person who knows every brand and delivers consistent quality across the portfolio.
PE Portfolio Brand Management That Scales With Acquisitions
Private equity marketing for trades portfolios has a structural problem. Every acquisition adds a new brand that needs strategy, content, social media, SEO, web performance, and reporting. The traditional model, a fractional CMO plus an execution agency per company, creates a cost structure and vendor complexity that scales linearly with every deal. PE portfolio brand management through our program solves that by consolidating the entire marketing function into one engagement per company.
Portfolio company branding needs to be consistent without being generic. Each company in a PE portfolio has its own market, its own history, and its own reputation. A mechanical contractor in Manitoba should not look like an electrical contractor in Alberta. But the reporting format, the brand quality standard, and the marketing cadence should be identical. Our multi-company brand management approach delivers company-specific content with portfolio-wide consistency.
Private equity digital marketing for trades companies requires more than a generalist marketing agency. Commercial and industrial buyers evaluate contractors on technical capability, safety record, and project history. PE-backed contractor marketing needs to communicate those credibility markers in the right channels with the right language. We have spent 20 years building that expertise. A generalist agency would need months to develop context we already have.
Portfolio brand standardization is one of the most common post-acquisition priorities, and one of the hardest to execute without disrupting the operations that made each company worth acquiring. Our fractional CMO program handles the brand transformation with zero disruption because we operate independently. Executive reporting is delivered in a standardized format across every company, giving the CRO or board a clear view of marketing performance portfolio-wide. For how the strategy layer works, see our brand strategy page. According to McKinsey's research on PE value creation, brand professionalization is a consistent driver of portfolio company growth during the hold period.
One Vendor.
Every Company. Every Brand.
Tell us about your portfolio and your brand management needs. We will build a per-company proposal with scope, cost, and reporting structure. $5,000 CAD per company with strategy and execution included.
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