Peeling back the onion: when a growth engagement pivots to a company reboot.

Facta Partners was commissioned to fix a failing integrated GTM…

A family office with over $5B AUM approached us with what seemed like a straightforward issue: they had two related portfolio companies (A & B), both marketing agencies, placed into a single holding company with the intent of integrating the two entities to capitalize on their complementary service lines.

However, the integration failed. The goal of our engagement was to create an integrated GTM strategy for the separate firms while also building supporting processes and goals to position them for an exit in roughly three years.

On top of that, our client wanted (and needed) more visibility into the businesses themselves - to paraphrase; ‘we need to understand what’s actually going on inside these businesses’...

…Which turned into a fundamental business reboot…

Truth is they did not understand what was going on inside these businesses.

As we began to peel back the layers, an unsettling picture began to develop: Company ‘A’ was on the verge of insolvency and Company ‘B’ had shown no growth over the last 3 years, and was being managed to support the lifestyle of its original owner.

At this point a mere go to market reboot was out of the question, something more fundamental was needed. We brought our concerns to the client, and collectively agreed to pivot our scope to determining the best path forward to protect their investments.

After an in-depth analysis and extensive work with Company ‘A,’ we determined that without significant capital infusion and strategic hires, there was no viable future for the company (and even this investment carried significant risk given the industry context). The choices were stark: infuse a significant amount of risk capital or proceed with an orderly wind-down of the enterprise.

Company ‘B’ was more straightforward. It needed to establish the basics, adopt basic reporting and structured Board oversight. The initial growth strategy exclusively focused on acquisitions was not viable, We helped them set actionable organic growth targets with clear timelines and accountability. Second was instituting core performance metrics, along with a regular cadence of well-defined reporting and board meetings with strict agendas so the investors could properly perform their oversight and advisory roles.

… Giving investors the visibility they needed to make critical decisions to protect their investments

Armed with accurate information on the actual state of their companies, our client was able to make the difficult decisions necessary to protect their investments. This unfortunately meant winding down Company ‘A’. For Company ‘B,’ they now had a comprehensive set of metrics and targets, along with well-structured board meetings to provide the visibility and transparency required to more effectively steward their investment.

In sum, we saved them time, money, and provided the insights they needed to effectively manage their companies and their investments.

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Ari & Frederic

Why Choose Facta Partners?

The Facta team has been servicing growth for over two decades. We will help you define what growth means to you, set the strategic direction to approach it, allocate resources to support it, design processes to deliver it and make sure your team and board are excited about it. We don’t stop at crafting the plan, we also help you to deliver, in the trenches.

Why Facta? Because we have done it, from Series A startups to Fortune 100 enterprises across industries. We have been operators, with people to lead, departments to align and boards to please. We know what works, what doesn't, why and have distilled those lessons into a methodology with a clear point of view.

We are your throughline to what’s next.