
ExecutiveEngagement Strategy
For PE Firms. You’re Focused On Value Creation.
That’s Where I Come In.
I Make Sure It Happens.
As an Operating Partner or Growth Lead, I know your job is to accelerate post-acquisition performance and build enterprise value. Fast.
But here’s the truth: most portfolio companies are leaking revenue growth.
There isn’t a clear company wide strategy around who to build relationships with at the executive level in their strategic accounts. Their customer GTM motions are fragmented. Multiple teams are building competing GTM efforts to try to build trusted relationships with the same executive customers.
That’s where I come in.
I partner with CEOs, CMOs, CROs, and CCOs to design company wide executive engagement strategies that start with the company's culture.
Only then can the portfolio company create real, measurable value that drives revenue expansion, operational efficiency, and exit-readiness.
I HELP YOUR PORTFOLIO COMPANIES SCALE TRUST WITH EXECUTIVES. THAT SCALES REVENUE.
You don’t need more “strategic advice.”
You need someone who can walk in, align the C-suite, and build a high-impact executive customer engagement strategy that gets executed.
Here’s what I’ve done recently:
Splunk
Streamlined a $2.8B GTM motion into one global executive engagement engine fueling their $28B acquisition by Cisco.
ForgeRock
Designed an executive engagement strategy that drove double-digit revenue growth, enabled a successful IPO, and contributed to a $2.3B acquisition by Thoma Bravo.
Healthtech CEO + Founder
Helped them have the rock solid mindset to raise capital, sell the company, and get accepted to her dream of attending Harvard Business School.
HERE’S WHAT I KNOW YOU WANT
Accelerated, Measurable Growth:
You’re looking for traction. Like revenue expansion, stronger retention, and smarter GTM execution.
Fast.
I help your portfolio companies build trusted executive relationships that influence buying decisions and drive growth within 12 to 18 months post-acquisition.
Operational Excellence at Scale:
Right now, your portfolio companies probably have Sales, Product, Marketing, and CS teams all trying to “own” the C-suite.
It’s disjointed, redundant, and VERY costly.
I help you fix that by building a single, CEO-owned Executive Customer Program that unifies your customer strategy, improves customer experience and the brand, and reduces cost-to-serve.
It’s how we turned Splunk’s $2.8B GTM into a scalable engine that increased enterprise value and commanded a $28B acquisition.
Leadership That Influences the C-Suite:
You don’t win with invisible operators.
You win with bold, customer-facing executives who build trust, drive adoption, and close deals.
I coach your leadership teams to show up with confidence, presence, and clarity in boardrooms and customer conversations.
This is how they become your portfolio’s growth multiplier.
This is a growth strategy built for PE outcomes. Accelerated revenue, improved EBITDA, and premium exit multiples. Let’s do this!
Ready to Turn Executive Trust Into Your Competitive Advantage?
Let’s talk about how we can unlock growth and exit readiness across your portfolio.