Margen is a fiduciary marketing agency built for private equity.

  • Whitetail Properties

    From $7mm to $3B in a decade

  • Chevron

    Unlocking the value of scale

  • Clayton Homebuilding Group

    Monetizing the modular home

  • Lonely Planet

    Designing for global impact

  • Sevan

    The power of focus

Future earnings and value creation are the lifeblood of private equity. But even in well-run companies, 30-50% of marketing messaging and budgets are not optimized to acquire, retain and develop revenue-generating customers.

Marketing confusion and in-decision puts enormous drag on culture and operations, and forfeits millions in unrealized revenue and business value.

Marketing confusion and in-decision puts enormous drag on culture and operations, and forfeits millions in unrealized revenue and business value.

Marketing confusion and in-decision puts enormous drag on culture and operations, and forfeits millions in unrealized revenue and business value.

Margen solves this three ways, without adding delays or increasing your budget.

01

First, we identify and capture misaligned capital based on our Customer Portfolio Analysis. This increases effectiveness because it unifies sales and marketing on where to focus and commit to create the most value.

02

Second, we create a rebalanced Budget and Probability Analysis based on your specific revenue goals and timeframe. This de-risks your investment because it gives C-Suites and boards clear expectations of campaign potential before having to commit the bulk of the company's resources.

03

Third, we work with your team to co-create and execute a custom messaging and GTM playbook for each customer cohort. This ensures maximum impact and integration—because we don't walk away like conventional consultants.

And whenever possible, we tie our financial performance to your financial performance.

And whenever possible, we tie our financial performance to your financial performance.

We call it,

Marketing Investment Transformation

Over the last decade, it has been used to create billions in added revenue and equity for dozens of category-leading businesses.

Online Education

40% YOY growth, record profit

Online Education

40% YOY growth, record profit

Online Education

40% YOY growth, record profit

National Homebuilder

$300M to $1B in 5 years

National Homebuilder

$300M to $1B in 5 years

National Homebuilder

$300M to $1B in 5 years

Childcare Provider

7 consecutive years of growth, sold for $3B

Childcare Provider

7 consecutive years of growth, sold for $3B

Childcare Provider

7 consecutive years of growth, sold for $3B

Global IT Services

$4B NASA and $6B DOD contract wins

Global IT Services

$4B NASA and $6B DOD contract wins

Global IT Services

$4B NASA and $6B DOD contract wins

Online Real Estate

$7M to $3B growth in 10 years

Online Real Estate

$7M to $3B growth in 10 years

Online Real Estate

$7M to $3B growth in 10 years

Natural Gas Utility

70% growth in shareholder value

Natural Gas Utility

70% growth in shareholder value

Natural Gas Utility

70% growth in shareholder value

Construction Management

4X growth in 10 years

Construction Management

4X growth in 10 years

Construction Management

4X growth in 10 years

If you're a CEO or Operating Partner who's eager to optimize your revenue performance, our CEO would love to talk with you.

Friday, July 25, 2025

1:00:29 PM

If you're a CEO or Operating Partner who's eager to optimize your revenue performance, our CEO would love to talk with you.

Friday, July 25, 2025

1:00:29 PM

If you're a CEO or Operating Partner who's eager to optimize your revenue performance, our CEO would love to talk with you.

Friday, July 25, 2025

1:00:29 PM