Craig Group

How Top Portfolio Companies Overcome Revenue Scaling Challenges Scaling revenue in private equity-backed companies will be a high-stakes challenge in the hypercompetitive 2025 market. Join us for an insightful session exploring growth roadblocks and strategies, including when to hire a CRO, scale lead generation, and prioritize overlooked initiatives like AI tools or sales enablement. Packed with actionable insights, this webinar is essential for private equity executives and portfolio company leaders aiming to build resilient, scalable revenue engines. If you can’t make it, click 'attend' to receive the replay link via LinkedIn DM so you don't miss out on the insightful exchange between Brian Gustason and Ajay Joshi.

COMMON STORY: Private Equity buys a new Portco, then discovers: it lacks basic revenue tech infrastructure. Here's what we're seeing across multiple PE deals: → Zero visibility into sales metrics → No functional CRM systems → Missing revenue tracking tools → Inadequate reporting capabilities The traditional approach? Hire Big 4 consultants, spend $50,000+ on reports, and wait months for implementation. Don't do that. I know you need help. I know you need blocking and tackling. I know you need a done-for-you revenue tech set-up. We’re like a tactical unit—swiftly deploying to achieve results. Craig Group recently transformed a portfolio company's revenue tech stack in 90 days. - Deployed modern CRM system - Established KPI dashboards - Set up revenue tracking - Trained team members Results: - 40% improvement in lead tracking - Clear sales pipeline visibility - Real-time revenue forecasting - Data-driven decision making Cost? Fraction of a traditional consulting engagement. Timeline? 90 days vs. 12+ months. Hard truths: → Results trump fancy presentations → Speed matters more than perfect planning → Implementation beats theoretical frameworks PE firms need practical solutions, not endless consultancy cycles. If you are a PE firm that embraces rapid, practical implementation for your portfolio companies, then contact us at craiggroup.io

Check out how a key factor of your Results Formula numerator can boost organic sales growth! Follow 4 proven tactics to increase your sales win rate leading to compounding growth for your portfolio company.

What's your biggest revenue roadblock right now???? This month's Craig Brief offers actionable insights to identify and remove obstacles to growth in Q1.

"PE Growth HEADWIND”: Two Growth Mistakes That Could Get PE-Backed Leaders FIRED In 2025 ? Many people aspire to leadership roles (CEO, COO, CRO, etc.) within PE-backed businesses. However, PE-backed businesses also have a reputation for high turnover at the top – especially on the revenue side. Today I want to talk about two specific growth problems that can limit the leader’s time in seat: 1.??????Misdiagnosing growth challenges 2.??????Chronically missing sales forecasts due to that misdiagnosis As a leader, repeatedly missing sales forecasts implies that YOU DON’T UNDERSTAND your business. BIG POINT: Considering limited hold periods, PE-backed leaders only get so many chances to be wrong before the Board loses trust & seeks a replacement. Correctly forecasting and achieving your numbers based on a qualification system and intensive interaction between revenue leaders & team members (e.g., using "deal clinics") is imperative. Misdiagnosis -> incorrect action -> chronically missing sales forecasts -> lost trust A common scenario I see at PE-backed B2B businesses: ·?New CEO hired who had a successful PE exit in a similar business ·?CEO determines growth stall is related to low sales team activity ·?CEO fires the Sales Manager & doubles the sales team ·?CEO mandates that AEs increase their call volume by 50% daily ·?Sales forecasts not achieved despite escalating CAC & lower EBITDA ·?Board loses trust in new CEO and starts replacement search ·?Outside expert determines the fired Sales Manager was NOT at fault ·?Instead, inadequate Marketing focus & investment led to poor-quality leads Sound familiar? Why are misdiagnoses so common? When introduced to new PE roles, many leaders are often unconsciously influenced by their own BIASES (e.g., confirmation & anchoring biases) or previous experience (been there, done that). Instead, new leaders need to ask better questions to understand underlying sources of growth challenges BEFORE TAKING ACTION, including: ·???How can we separate symptoms from root causes? ·???Is this a market targeting/ICP issue? ·???Is this a quality lead generation issue? ·???Is this a sales execution issue? Better training? ·???Is this an untapped sales expansion issue? ·???Is this a team quality/hiring issue? ·???Is this a combination of these issues? BOTTOM LINE: Chronically missing your sales forecasts because you misdiagnosed the root causes of your growth challenges will not earn you an extended stay from the Board. In PE, focusing on the wrong priorities up front won’t buy you time – it will shorten your time in seat. ? What are you doing TODAY to improve your ability to diagnose growth challenges & forecast sales more accurately? ? ?------------------ ??? React to support ??? Comment with your views ??? Please repost this to also help others ?? Follow Brian Gustason??for more PE growth tips ?------------------- ? ? Looking to grow your PE portfolio businesses faster in 2025? Let’s talk - DM me

In board meetings, clarity builds trust—every portfolio company CEO must own the revenue story.

"Put yourself in situations where you can do what you're good at." -Summer Craig on 'Into the Corner Office' with Brandt Handley talks about how using the right talent at the right time can be a superpower.

Want to grow revenue faster? Swipe to learn how to positively influence your average contract values (ACV) to compound your revenue growth. In addition to traditional pricing analysis, see 3 key strategies used by Craig Group's PE-backed customers to maximize this Results Formula lever.

Ready to make some healthcare deals in the Big Apple? BankUnited Craig Evans joins GrowthTV to share his thoughts on New York-based dealmaking in the healthcare space and what attendees can expect from ACG New York's 17th Annual Healthcare Conference on March 27. Watch now: https://lnkd.in/gH3-jG4q Register today: https://lnkd.in/e__iVHTa

ACG New York's 17th Annual Healthcare Conference Keynote - LEADING HEALTHCARE FORWARD:?A Vision for Community Health and Hospital Excellence featuring - Keynote Speaker: Kerri Anne Scanlon, President,?Glen Cove, Plainview & Syosset Hospitals, Northwell Health & Moderator: Claudine Cohen, Managing Principal, CohnReznick LLP. REGISTER HERE: https://lnkd.in/e__iVHTa The 17th Annual Healthcare Conference will assemble hundreds of senior Middle Market Healthcare payers, providers, systems as well as top private equity, family office and strategic buyers representing billions of dollars ready to invest in the North American Healthcare Sector. Join us for one-on-one curated deal meetings with investment bankers, great discussion and quality networking including bourbon tasting hosted by Private Equity Sponsors. Private Equity firms may host their own Bourbon Tasting Exhibitor Table at the 17th Annual Healthcare Conference. Host one-on-one deal meetings at your own table during the conference's deal meetings session then welcome over 400 bankers, lenders, payers, providers, strategics, independent sponsors, family offices, and strategic buyers throughout the North American Healthcare Sector to sample your selection of bourbon(s) at your table during our famous Bourbon Tasting! Thank you to the ACG New York Healthcare Planning Committee: Don Ritucci, Andrew Colbert, Richard Zall, Claudine Cohen, Anna Kostanian, Don McDonough, Joseph Kadlec, John Jones, Jerry Luebbers, CPA and Danielle Fugazy. #acg #acgny #middlemarket #healthcare #mergersandacquisitions #pe #ib #privateequity #investmentbanking #deals #dealorigination #dealsource #lenders #banking #strategics #corporatedevelopment #operatingpartners #bourbon