Value Creation Around the Investment Thesis
SBI Private Equity Practice

SBI pursues four value creation levers within PE-backed clients:

  1. Create Sales & Marketing Operating Leverage
  2. Invest in Sales & Marketing for Growth
  3. P&L Engineering
  4. Maintain Growth with Less Sales & Marketing Spend


Which value creation lever is pulled is dependent on the type of company, market, and current situation.


Prior to evaluating value strategy, we assess, perform due diligence, and benchmark current performance of the sales and marketing organization.


If you would like to speak to an expert in our Private Equity Practice,



Recent Private Equity Insights
Sales Strategy
Insights From Market-Leading CROs on the Next Normal
To kick off the summer, SBI held a virtual meeting comprised of an intimate group of market-leading B2B Chief Revenue Officers (public and private, $240M to $8B in revenue) as part of their advisory board program. These global CRO’s gathered...
Read More
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...
Read More
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...
Read More
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...
Read More