SBI - Private Equity Practice
For All Stages of the Deal Lifecycle

Assessment, due diligence, and 100-day planning

Assessment and due diligence will primarily consist of research and interviews to test the investment hypothesis. SBI will provide a critical perspective on GTM strengths and weaknesses of the target investment. Risks will be outlined, and mitigation plans will be developed. A 100-day execution plan to improve the GTM outlook will be provided.

Value creation around the investment thesis

Value is created by strategic implementation of SBI’s Revenue Growth Methodology. Based on the investment thesis, a customized GTM strategy and execution plan is developed to capture value within the portfolio company.

Exit process preparation

SBI partners with companies, investment banks and PE firms to ensure maximum value is realized at time of sale. Messaging and analysis will be carefully crafted for inclusion in the CIM to instill confidence in the value creation opportunities and the capabilities of the GTM team.

Recent Private Equity Insights
Sales Strategy
Navigating the Biggest Growth Challenges of SaaS Companies
Too often, SaaS companies that have enjoyed growth from expanding markets don’t have the commercial engine needed to withstand competition or weather an economic downturn. Those that lack a scalable framework for organic growth aren’t able to evolve fast enough.   On...
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Sales Strategy
How Private Equity Firms Accelerate Growth
Private equity firms feel stress at the beginning of each quarter. You need your portfolio companies to make the number. As a board member, you are constantly asking yourself, “how can we accelerate our growth rate?”  This post is focused on helping...
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Sales Strategy
Adapting Your Go-To-Market During a Crisis: 7 Steps to Mitigate Revenue Impact
Over the last week, we have seen the effects of the COVID-19 pandemic on the market, businesses, and communities. During these unpredictable times, one thing is certain; we cannot control these events, but we can control how we react.   In today’s...
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Marketing Strategy
Will You Survive Private Equity Ownership?
Chief Marketing Officers are in a position to thrive under Private Equity (PE) ownership. PE firms invested because they want the upside, and marketing is a key ingredient to revenue generation.    Chief Marketing Officers who help PE firms create value in...
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