Acquirer · Multi-unit rollup & PE portfolio
Pipeline that holds up under diligence, integration, and the next acquisition.
When a thesis hits the field, marketing is the system that has to translate it into bookings without breaking what the original owners built. The first 90 days set the tone for the next three years — and the LOI on the next target is already in motion. You need fast clarity on what was working, what was wasted, and what's worth scaling across the platform.
What's getting in the way
Common friction
The patterns we see over and over with multi-unit rollup & pe portfolio shops before the engine takes over.
Inherited stacks nobody fully understands
Three agencies, two CRMs, a call tracking tool no one has the login for, and reporting that doesn't reconcile to the P&L. Every acquisition adds another layer.
Attribution that breaks across locations and brands
Roll-up reporting that can't answer the basic LP question: which markets are growing organically, which are pure paid demand, and what does CAC look like after the integration honeymoon?
Pressure to show growth before integration is done
The board deck is due before the website redirects have even propagated. You need wins that are real, defensible, and don't trade long-term moats for a quarter.
Founders who care how their brand gets handled
Earn-outs, retention agreements, and seller relationships all hinge on doing right by the brand. Marketing changes are the most visible thing the legacy team sees.
How we run it
The playbook
Rapid inherited-spend audit
Inside the first 30 days: every vendor, every tracking pixel, every recurring charge mapped to a booked-job impact. You get a yes/keep/cut/rebuild call on each one.
Consolidated reporting across the platform
One read on the whole portfolio — by brand, by market, by service line — so the next investment committee meeting doesn't start with reconciling spreadsheets.
Repeatable playbooks built for replication
What works in the first market gets documented as a play, not a one-off. Each subsequent acquisition gets the same engine bolted on in weeks, not quarters.
Built for due-diligence scrutiny
Attribution, contracts, and asset ownership clean enough to survive the next round of diligence — yours, or the eventual exit buyer's.
What good looks like
Outcomes you can plan around
- A single dashboard your operating partners and the founder both trust
- Acquisition #2 onboarded against a documented playbook, not from scratch
- Marketing fixed costs that don't compound with every add-on
Where we fit best
A good match looks like
- PE platforms, search funds, or strategic acquirers in home services
- Two or more locations, with more coming
- Operating partners or in-house marketing leads who want a force-multiplier, not another agency to manage
Bring us the model and the integration plan. We'll show you what marketing has to produce to hit it.
Also serving
Other shapes we work with
Multi-unit rollup & PE portfolio
Let's talk about your pipeline.
A short call to tell you where the opportunity is — and whether we're the right team to go after it.