We’ve worked with some major brands, but... 

... mid-market B2B GTM, where Private Equity is the most active, is our sweet spot

Small changes. Big impact

With most of these portfolio companies, there’s considerable opportunity to make simple adjustments and improvements that have a significant impact on immediate performance.

We fix the priorities quickly

What’s often missing are key pieces like GTM, Brand and Reporting. These build a foundation that allows investments in ads, events, digital and PR to become far more focused and intentional. We work to address these swiftly at first, then iteratively improve them with each campaign.

We can take can of everything, or just point in the right direction

Most of what we do is about executing marketing that drives pipeline. But in other situations, we’re asked to simply advise and strategize – essentially quarterbacking the marketing function.
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Results with Real Portfolio Companies

Commercial HVAC

ARR: $25mm

Phase:
Early growth
Carve-out

Goals:
8% increase in ARR
Brand & pipeline fixes
Scenario
The 100 day VCP came and went with limited success, and no real impact on GTM. This was a carve-out, so brand, GTM and ops were still getting their legs under them. We conducted an assessment, built a marketing playbook, and began rolling out targeted ABM campaigns to reach high-growth prospects immediately.
Results
3 new key accounts accounting for 8% increase in ARR

New GTM and Brand strategies which drastically cut down on transition time as broader strategic vision was shaping up

Focused on high-intent customer acquisition, decreasing CAC over a 6mo period by 80%

Professional  Services

ARR: $30mm
Phase: Growth, Add-on

M&A Momentum
Build foundational automation, GTM and brand
Scenario
Established 20 yr old technology consulting firm with brand equity, but mostly referred book of work in a specific sector. The sponsor was looking to expand their footprint through M&A and GTM. We helped assess the new add-on for commercial viability, worked on a transition GTM playbook, and led a comprehensive rebrand to set the stage for exposure with new audiences.
Results
New implementation of Hubspot and automated motions

New website on Hubspot’s CMS featuring real-time user-level reporting and insights. This helped to rapidly inform the audience segmentation and GTM, minimizing research costs and lost experimentation time.

Narrowed audience segmentation increased conversions by 250% and decreased media spend by 50%

Enterprise SaaS

ARR: $15mm
Phase: Post-acquisition

Decrease CAC by 25%
Address churn & help sales to move upmarket
Scenario
Innovative niche AI-based technology built for software engineers of large enterprises. Numerous hurdles to overcome, including competitive landscape, procurement hurdles, and high barrier to entry. Most of their pipeline was filled with downmarket buyers, leading to high churn and flat growth. We helped adjust the GTM to focus on a niche upmarket cohort that had a less complex buyer’s journey, and worked on targeted – more curated – outreach to engage them.
Results
Organic and paid search optimization driving 4x demo requests with a new buyer segment

CAC decreased by 25% as a result of global marketing performance optimizations

Operational improvements across marketing and rev ops helped decrease data loss and time to close

We don’t bring in outside partners lightly, but Mavenray has earned that trust. Their work with our Life Sciences companies is consistently sharp, strategic, and immediately actionable. Whether refining a GTM playbook or fine-tuning HubSpot performance, they zero in on what matters—and execute with speed and precision.

Carolyn R.
Operating Partner, EQT

One of our portfolio companies was struggling to generate leads for one of its product lines. In a matter of weeks, Mavenray was able to help us tap into alternative strategies that we didn’t realize were even possible.

Greg M. 
Partner, Argosy Capital

We’ve trusted Jon and the Mavenray team for years because they bring clarity to complex problems—and move fast. In one of our more high-risk digital transformation efforts, their thinking helped us expand product capabilities and modernize how we engage customers. It wasn’t just innovation for innovation’s sake—it translated into stronger sales, higher retention, and long-term customer value.

Richard D.
EVP of Growth, Cardinal Health

Before Mavenray, we had marketing spend but no system. They streamlined our pipeline, cut the waste, and brought focus to our digital efforts. We’re now generating better leads at a lower cost—with fewer resources. The rebrand gave us clarity, and it’s showing up in sales. Even after ownership changed, staying with Mavenray was an easy decision.

Gregory H.
CEO, Reliable Mechanical
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