Currently accepting 3 new rollup partners for Q3 2025
Your Portfolio Companies Are Sitting on AI Goldmines
We Show You Exactly How to Extract the Value
While competitors debate AI strategy, smart PE firms are already transforming service companies into tech-enabled platforms. Our Blueprint shows you exactly how.
3 Ways We Accelerate Your Returns
Due Diligence Intelligence
Know exactly which agencies have AI transformation potential BEFORE you buy.
Value Creation Roadmap
Get a month-by-month implementation plan that your portco operators can execute immediately post-close.
Exit Premium Positioning
Document your AI transformation to command software multiples at exit.
The Service-Firm Integration Crisis
Traditional service firm rollups are trapped by manual processes, integration delays, and commoditized pricing— limiting portfolio returns and exit valuations.
Integration Bottlenecks
6-18 months to integrate acquired service firms into portfolio systems
Manual Process Dependencies
Portfolio companies trapped in labor-intensive, low-margin operations
Limited Scalability
Growth requires proportional headcount increases, capping EBITDA expansion
Exit Multiple Compression
Buyers discount service firms without automation and process standardization
The AI Rollup Advantage
Transform service firm acquisitions from integration challenges into AI-powered profit engines
Faster Integration
AI-driven migration reduces integration timeline from 12 months to 5 months
Lower Operating Costs
Automation across portfolio companies drives immediate margin expansion
Productivity Multiplier
Staff focus on high-value activities while AI handles routine operations
Exit Multiple Premium
Tech-enabled service firms command significantly higher valuations
Marketing Agency Transformation: The Perfect AI Target
Marketing agencies represent the ideal roll-up opportunity—highly fragmented, labor-intensive operations with massive automation potential. See the full platform capabilities in our Platform Deep Dive.
Repetitive Creative Workflows
- Social media content creation & scheduling
- Campaign performance reporting
- Email marketing automation
- SEO audits and optimization
- Ad creative variations
Post-AI EBITDA
The Bottom Line
AI Transformation Playbook for Marketing Agencies
Immediate Automation Wins (0-90 days)
- Content generation & variation creation
- Campaign performance dashboards
- Social media scheduling & monitoring
- SEO keyword research & reporting
Strategic AI Implementations (90-365 days)
- Predictive campaign optimization
- Automated creative testing & iteration
- AI-driven audience segmentation
- Cross-client insights & benchmarking
Our Proven Transformation Framework
We guide your portfolio company from initial assessment to a fully optimized, AI-powered operation in a structured, four-phase process designed to maximize value and minimize risk.
Partnership Models Designed for PE
We offer flexible engagement models, including portfolio-wide licenses and performance-based revenue sharing, to align with your firm's investment strategy.
Get Your First Blueprint - 50% Off for New PE Clients
Join the PE partners already transforming service-firm acquisitions into AI-powered profit engines. Limited spots available in our Q3 2025 cohort.
Limited Time Offer
50% off expires when Q3 2025 cohort fills