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Home > Resources > Customer Story > PE Firm Needed Marketing Diligence Specialists for PortCo

PE Firm Needed Marketing Diligence Specialists for PortCo

Customer Story Due Diligence Sales & Marketing Consumer Products
An upper middle-market private equity firm needed to assess the digital marketing landscape for its home services portfolio company. The goal was to explore the potential for transitioning from traditional marketing to a digital-first strategy. 
 

Service Area: Sales & Marketing

Client Type: Upper Middle-Market Private Equity Firm

Service Provider Type: Marketing Diligence Firm

Industry: Consumer Products

The Need
Evaluating Digital Marketing Potential for Home Services Firm

An upper middle-market private equity firm needed to assess the digital marketing landscape for its home services portfolio company. The goal was to explore the potential for transitioning from traditional marketing to a digital-first strategy.
The Challenge
Transitioning from Offline to Digital Marketing

The home services firm primarily used offline distribution channels such as TV, mail, inside sales, and in-home salespeople. The firm needed to understand the digital marketing opportunities and costs associated with targeting different customer segments online.
 How BluWave Helped
Connecting a Specialized Marketing Diligence Firm
 

BluWave connected the private equity firm within 24 hours with a shortlist of marketing diligence firms experienced in the consumer products sector. These firms provided insights into audience sizes, cost estimates for targeting and potential sales uplifts from digital marketing initiatives.
 The Result
Informed Strategic Decisions for Digital Transition
 
 

The marketing diligence firm selected from BluWave’s shortlist delivered valuable analytics and strategic advice. This enabled the private equity firm to make informed decisions about investing in digital marketing capabilities, identifying potential audience sizes, costs and sales uplifts for the home services firm.

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