CASE STUDIES
Aligning Strategy, Marketing and Human Capital into One Cohesive Force
PRIVATE EQUITY & PORTFOLIO COMPANIES
Driving Value Creation
A private equity firm was looking to improve marketing to drive real value creation in its portfolio companies. Worked with five portfolio companies in B2B and B2B2C tech-driven business solutions companies. Provided comprehensive assessments with key recommendation “levers” to drive “front engine growth” - marketing, product, strategy, client experience, sales and human capital management. Worked directly with the companies to implement the strategies and realize value-creation from the deliverables. Received feedback from the portfolio company CEOs that this provided a clear solution to specific business challenges.
FAST GROWING MID-SIZED COMPANIES
Coaching C-Suite Executives to Reach their Potential
A mid-sized fintech company is dealing with a good challenge to have – fast growth. Along with growth, they wanted five key C-suite Executives to take their leadership skills to “the next level” and complete the company’s growth trajectory. With a results-driven coaching approach and leadership assessment tools, the leaders uncovered their key strengths and opportunities. This resulted in the leaders unlocking their potential and delivering tangible results – all contributing to drive the company’s ongoing growth.
FINANCIAL SERVICES & FINTECH COMPANIES
Creating a Market Leadership Position
A market-leading loyalty rewards solution fintech provider was looking to strengthen their position in the industry. In several months, developed a market leader brand positioning with a compelling messaging framework and hired a leading agency to deliver integrated marketing and PR. Now with a clear story, their agency is targeting top-tier media outlets in the financial services space and building never-before engagement.
MID-TO-LARGE CAP COMPANIES
Repositioning for Growth
A global, multinational $10B market cap technology company needed to build a first-time marketing function and reposition the company. Over the span of a year, assessed market opportunities and developed marketing plans to build a market leadership position. Worked with the senior leaders across the company and fostered buy-in and agreement on investments. Built marketing function, repositioned the company and created real value as revenue doubled and the stock price tripled over the following years.
“We really liked Stefanie’s structured questioning and insights, which helped us solve problems and quickly adjust our go-to-market strategy and messaging.”
-Taylor Perkins, Co-founder & CTO, Slope Software