Private Equity Marketing Partnerships

We Help You Build Marketing Systems That Scale Across Brands

We work directly with portfolio companies and operating partners to bring consistency, efficiency, and performance measurement to marketing..

Our three business arms work together to deliver a complete solution for private equity groups.

Advisory: Strategic Leadership at the Portfolio Level

We act as a marketing advisor to private equity partners, evaluating each company’s marketing maturity and building a strategic roadmap for growth.


  • Portfolio-wide marketing audits and opportunity mapping
  • Vendor evaluation and performance benchmarking
  • Strategic planning and leadership alignment
  • Investment-level reporting frameworks

Consultancy: Building the Systems Behind Scalable Growth

Once the strategy is defined, we help portfolio companies install the structure and processes to make it work.


  • Standardized workflows and campaign systems
  • Data and reporting integration
  • KPI frameworks and accountability structures
  • Cross-company marketing enablement

Agency: Execution That Delivers Measurable Results

Our Agency team supports portfolio companies with precision marketing execution.


  • Website design and optimization
  • Paid SEM and Paid Social campaign management
  • SEO, content, and conversion rate optimization
  • Performance tracking and growth analytics

Consistent marketing performance across brands

Clear reporting for investors and operating partners

Faster scalability and lower inefficiency costs

Stronger marketing ROI at both the company and portfolio level

We Bridge the Gap Between Strategy and Performance

Sheppard provides the marketing clarity and operational structure that most portfolio companies lack.



We align leadership, marketing teams, and agencies under one unified performance framework — allowing you to scale success across every holding.

A Proven Framework for Portfolio-Wide Growth

A smarter structure for modern marketing organizations.


Here’s how we make that happen:

Step 1: Discovery and Audit

We evaluate marketing performance, systems, and vendor relationships across all portfolio companies.

2: Strategic Alignment

We create a unified marketing roadmap that defines goals, metrics, and shared KPIs.

3: System Design

We standardize data flow, reporting, and campaign structures that can scale across brands.

4: Execution and Optimization

We provide ongoing leadership, consulting, and execution support to drive measurable growth.

Partners in Long-Term Growth

We work with private equity firms, family offices, and investment groups seeking to strengthen marketing performance across their portfolio.



Our partnerships are collaborative and built on transparency, data, and measurable results.