Portfolio Operations
Recast Partners are the expert partner to private equity for commercial effectiveness in B2B business with field sales teams. We support portfolio company commercial leadership along the full value creation journey.
Sales and marketing diligence/ diagnostic
Investments teams are increasingly looking for input pre-deal and in early stages of deal closure for top-line risks and opportunities.
We help our clients rapidly get on top of customer economics, commercial model maturity and sales and marketing organization capabilities in order to make the right investment decisions.
Our capabilities include:
- Specialist CDD focused on sales and marketing capabilities
- Sales and marketing diagnostic and opportunity scans
- Customer lifetime economics analytics
- Customer and market sentiment interviews
- Assessment of CRM and other sales data
Commercial transformation programme design
Commercial transformation relies on an interdisciplinary set of initiatives which can cover the full span including commercial strategy, organization, pricing, process development, talent management, CRM systems and data.
We are specialists in commercial transformation for PE-owned B2B businesses reliant on internal and/ or field sales teams as part of a multichannel sales strategy. We leverage our experience of what has been proven to work alongside an in-depth understanding of each portfolio company’s business model to come up with clear, costed, and realistic initiatives to deliver measurable business results.
Our capabilities include:
- Commercial strategy
- Pricing
- Market definition, segmentation, and targeting
- Multichannel sales structure, sizing, and territory alignment
- Business and systems requirements specifications (CRM, sales, and marketing focus)
Commercial transformation programme delivery
Changing behaviours and technology implementation are both famously difficult. This is especially true in a commercial environment when doing both at once while trying to minimise the risk to the current sales pipeline.
We have a track record of delivering results in PE portfolio companies. We combine top-tier management consulting programme delivery with practical experience of leading sales teams and delivering technology projects.
Our capabilities include:
- Project and programme management
- Initiative deployment
- Executive coaching
- Data analytics and dashboards
- CRM deployment and configuration (Salesforce.com certified)