A Marketing Agency for Private Equity Portfolios.
You oversee multiple brands, locations, and growth stages. You need a marketing partner that increases performance, controls costs, and ties every dollar to growth outcomes across your entire portfolio.
Every Portfolio Company Has a Different Agency. None of Them Talk to Each Other.
Each acquisition comes with its own marketing vendor, its own reporting format, and its own set of performance metrics. Comparing marketing ROI across portfolio companies is nearly impossible because no two agencies measure the same way. Your operating partners can’t make informed decisions because the data is fragmented, and the agencies managing it have no incentive to standardize.
But the problem goes deeper than reporting. Most portfolio companies are running paid media and SEO without a unified strategy connecting the channels. Websites are outdated and converting below benchmark. And there’s no one conducting digital due diligence before acquisitions close to assess what the marketing infrastructure actually looks like. Marketing spend that can’t be benchmarked, optimized, or consolidated is a drag on value creation.
More Than an Agency. A Marketing Infrastructure Partner.
We don’t just run campaigns. We build the marketing infrastructure that PE-backed portfolios need to scale, measure, and optimize across every company in the portfolio.
Digital Due Diligence
Before an acquisition closes or shortly after, we assess the target’s marketing infrastructure, channel performance, competitive position, and growth opportunity. You get a clear picture of what you’re buying and what it will take to scale.
Unified Reporting
Standardized dashboards across all portfolio companies. Same metrics, same format, same cadence. Your operating partners get apples-to-apples comparison data so capital allocation decisions are backed by real numbers.
Performance Marketing
Integrated paid media, SEO, and web programs designed to increase patient volume, lead flow, or revenue at every portfolio company. Every channel compounds the performance of the others.
Scalable Playbooks
Proven marketing frameworks that deploy across new acquisitions in weeks, not months. Each new company gets a customized version of a battle-tested approach, not a blank slate.
Growth Outcomes Alignment
We structure marketing programs around your hold period objectives. Revenue growth, margin improvement, market expansion, or exit preparation. Performance metrics are tied directly to the outcomes that matter to your investors.
Marketing as a Value Creation Lever.
When marketing is standardized and measurable across the portfolio, it becomes a strategic lever for value creation. Operating partners can identify underperforming companies quickly, allocate resources to the highest-growth opportunities, and demonstrate marketing ROI to investors with confidence. We’ve done this for dermatology groups scaling from 3 to 115+ locations and dental portfolios unifying 55 locations in 14 days.
Vendor consolidation reduces costs and management overhead. Unified tracking gives you clean attribution across every company. And a partner who understands PE operating rhythms means marketing transforms from a cost center into a measurable contributor to enterprise value. That’s why our average client relationship spans 3 to 5 years, with many portfolio relationships extending well beyond a single hold period.
Trusted by Enterprise Leaders.
Marketing teams at healthcare systems, banks, and high-growth SaaS brands choose DeltaV for growth and stay for partnership.
Marquee Dental Partners
Pinnacle Dermatology
Multi-Location OBGYN Practice
Experts.
Not Freelancers.
Meet the full-time team dedicated to your account success.
Questions Portfolio Managers Ask.
What PE operating partners and portfolio managers want to know about scaled marketing.
How quickly can you onboard a new acquisition?
We deploy a standardized onboarding process that gets new portfolio companies operational within 2 to 3 weeks. This includes stakeholder interviews, asset audits, tracking implementation, and initial campaign launches. Each subsequent acquisition onboards faster as we refine the playbook for your specific portfolio.
Can you handle companies at different growth stages?
Yes. Portfolio companies range from early-stage businesses needing foundational marketing to established brands needing optimization. We tailor execution intensity and channel focus to each company’s stage while maintaining standardized reporting across the portfolio.
How do you handle portfolio-level reporting?
We build portfolio dashboards that roll up individual company metrics into standardized, comparable views. Operating partners see revenue attribution, CAC, marketing efficiency, and growth trajectory for every company in a single report, updated on your preferred cadence.
What about companies with existing agency relationships?
We handle transitions professionally. We audit existing agency work, identify what’s working, and build on it. We don’t discard good campaigns just because someone else built them. The transition is designed to be smooth from the company’s perspective.
How do you align with value creation timelines?
We structure marketing programs around your hold period objectives. If the thesis is revenue growth, we build aggressive acquisition programs. If it’s margin improvement, we optimize efficiency. If it’s market expansion, we build scalable frameworks for new locations. Performance metrics are tied to the outcomes your investors care about.
Do you conduct digital due diligence before acquisitions close?
Yes. We assess a target’s marketing infrastructure, channel performance, website quality, competitive position, and growth opportunity. You get a clear-eyed view of what the marketing operation looks like before the deal closes, so there are no surprises on day one.
How much does portfolio-level marketing cost?
Portfolio pricing is tailored for value and predictability. Most portfolio engagements are structured per-location, which makes it easy to model costs as the portfolio grows. We scope every engagement during discovery and build pricing that scales with your acquisition roadmap so there are no surprises as new companies come online.
What makes you different from a typical marketing agency?
Most agencies run campaigns. We build marketing infrastructure. We understand PE operating rhythms, hold period timelines, and the difference between marketing for EBITDA growth and marketing for market share. We have managed marketing across 800+ locations for portfolio companies in healthcare, professional services, and consumer brands.
Managing a portfolio?
Tell us about your portfolio and growth objectives. We will show you how we operate at portfolio scale.
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Marketing Infrastructure
Built for Portfolios.
Standardized processes, consolidated reporting, and scalable execution across your entire portfolio. Performance metrics tied to growth outcomes.
Dedicated Account Teams · 12+ Years in Business · US-Based In-House Team