Real-World Outcomes

Actionable Insight

Explore anonymized cases, whitepapers and tools to help
you unlock brand value in your organization or portfolio.

Where we’ve
made an Impact

We work behind the scenes of growth stories, transformations, and exits. Here’s how our approach has helped
financial institutions and portfolio companies build stronger brands and drive measurable value

Financial Brands

Stock Exchange Group

The Challenge:

Brand complexity across group entities hindered clarity and cohesion.

Our Approach:

Defined a clear brand architecture to streamline communication, strengthen positioning and support multi-brand governance.

Financial Brands

Later-Stage Fintech

The Challenge:

Brand and messaging had not evolved with product maturity and scale.

Our Approach:

Sharpened brand positioning to reflect market evolution, differentiate offering, support business development and ultimately prepare for exit.

Financial Brands

Retail Bank

The Challenge:

Legacy perception and fragmented brand structure limited growth.

Our Approach:

Repositioned brand and rebuilt architecture to support modernization and unify internal and external narratives.

PE Portfolio Companies (Buy&Build)

Lifescience Logistics Platform

The Challenge:

Six acquired brands with overlapping services created complexity and inefficiencies.

Our Approach:

Designed a unified brand system to streamline integration, unlock cross-sell, and support a cleaner, stronger equity story at exit.

PE Portfolio Companies (Buy&Build)

Global IT Service Group

The Challenge:

Inconsistent positioning across markets weakened sales and margin.

Our Approach:

Refocused messaging around a core value proposition, enabling growth into new verticals, improved win rates, and better pricing confidence.

PE Portfolio Companies (Buy&Build)

Digital Agency Group

The Challenge:

Differentiation was unclear in a crowded market. Internal alignment lagged across offices.

Our Approach:

Developed a distinct value proposition and positioning. Combined top-down strategy with bottom-up engagement to align leadership and ensure cross-office buy-in.

(Downloads)

Deep Dives on

Brand Value

Creation

White Paper 1

Brand as a Strategic Value Creation Lever
How positioning, architecture, and brand maturity influence
EBITDA, integration, and multiples.

White Paper 2 

(Coming Soon)

Brand as a Strategic Value Creation Lever
How positioning, architecture, and brand maturity influence
EBITDA, integration, and multiples.
Coming Q4 2025
(Download)

Self-Assess
your Brand
Readiness

ValueLens Express – A fast, PE-focused 
tool that helps you identify:

Where your PortCo sits in the brand value creation journey?
Which levers to activate next for impact?Which risks to neutralize before integration or exit?

Let’s  build Brand into your
Value Creation Strategy