Empowering Private Equity Firms with Digital Distinction and Superior Deal Flow

A leading private equity firm specializing in healthcare investments, including dental and physical therapy practices.

The Challenge:

The firm faced several challenges, including limited digital presence despite their industry prominence, inefficient deal flow management with outdated processes, and the need to distinguish themselves in a crowded market.

Strategic Marketing Initiatives Implemented:

  • Comprehensive Digital Marketing Strategy: Developed a robust SEO strategy focusing on industry-specific keywords, launched targeted PPC campaigns to capture leads at various stages of the investment cycle, and created a content marketing plan including blogs, whitepapers, and case studies to establish thought leadership.
  • Advanced CRM Integration: Integrated a state-of-the-art CRM system to streamline deal flow management, automated follow-ups and lead nurturing processes to enhance efficiency, and implemented data analytics tools to track performance and optimize strategies in real-time.
  • Brand Development: Conducted a brand audit and competitive analysis to identify unique value propositions, redesigned the firm's website to reflect its industry leadership and innovative approach, and developed a comprehensive brand messaging framework to ensure consistent and impactful communication.
  • Paid Media on LinkedIn and Facebook: Utilized the professional and social networks of LinkedIn and Facebook to reach potential clients within the relevant professional groups and communities.
  • Site Pixel Implementation: A site pixel was implemented to collect data on user sessions. This information allowed us to understand visitor behaviors better and refine our marketing strategies accordingly, enhancing both the precision and effectiveness of our campaigns.
Campaign Results


Practice wide additional digital bookings




In new customer
lifetime value (CLV)


Increase in initial evaluations booked via phone in 5 months.


The comprehensive performance marketing strategy significantly increased the acquired practice's visibility and client engagement. By effectively utilizing a mix of broad and targeted advertising, along with advanced data analytics, the firm has been able to attract more qualified leads to the practice locations, resulting in increased consultations and retained.

Client insights
Enhancing Visibility and Client Acquisition: Baltimore Personal Injury Law Firm

Great experience, makes a difference. Very easy to deal with and responsive to any requests. They are also a good partner with relevant industry knowledge.
Will, CEO