Sales transformation for private equity backed portfolio companies.

Sales Transformation


The sales function of private equity backed portfolio companies can be messy. Platform companies that grow through acquisition often have disparate sales teams that struggle for cohesion and unity. Companies new to private equity ownership have management and sales structures that struggle to meet the expectations of their new ownership.

I advise the C-suite of these companies and their private equity sponsors on how to best transform their sales organizations.

Specializing in private equity backed portfolio companies.

Experience and services


I have experience providing sales transformation services to the portfolio companies of well known private equity groups, such as Pritzker Private Capital.

Services

Sales structure recommendations

Cross-functional sales process maps

Sales compensation plan development

Best practice reports

Discovery analysis and recommendations

Advisory & execution.

Perspective


You can bet that I will mention these when we work together. Through my experience organizations that need sales transformation are not following one of these core beliefs.

Core beliefs

  1. The commercial function needs to be aligned with the overall financial strategy.

  2. Business Development & Account Management functions should be separate.

  3. Don’t junk up the sales process with internal bureaucracy.

  4. Variable compensation should be based on what sales can control.

my core beliefs.

Case studies


Connectivity solutions provider

Aerosol manufacturer

On-site energy provider